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READ ONLY SCHEDULE VIEW

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GRID DATE
TOTAL BILLED TODAY
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ADVERTISING TYPE
DISPATCH NOTES
EMPLOYEE JOB NOTES
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LAST NAME
STREET
CITY
STATE
ZIP CODE
MAIN PHONE
ALT PHONE
VISUAL SCHEDULE HAPPY CALLS

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PROPOSALS







Add/Edit Note to Opportunity
PROPOSAL DETAILS
DAYS TO ACCEPT
QUOTED PRICE
FIRST NAME
LAST NAME
STREET
CITY
STATE
ZIP CODE
MAIN PHONE
ALT PHONE
EMAIL ADDRESS
JOB#
FOLLOW UP DATE
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FROM:
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HAPPY CALLS







From: To: SELECT EMPLOYEE: Get Calls Average Rating:

Update Job?

Did you make contact and document the answer?

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HAPPY CALLS







From: To: Get Calls DISPATCH NOTES
EMPLOYEE JOB NOTES
Did you make contact?
FIRST NAME
LAST NAME
STREET
CITY
STATE
ZIP CODE
MAIN PHONE
ALT PHONE
EMAIL ADDRESS
JOB#
ADVERTISING TYPE
Perceived Satisfaction Level
Actual Satisfaction Level
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Export to Excel FIRST NAME
LAST NAME
#1 Rating: #2 Rating: #3 Rating: #4 Rating: #5 Rating:
SAVE CALL

PROPOSAL CREATION







Import
Save
OPPORTUNITY NOTES
FIRST NAME
LAST NAME
STREET
CITY
STATE
ZIP CODE
MAIN PHONE
ALT PHONE
Date
Estimate #
 

Go!
Save
Mark as Sold
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Export to Excel

Job Photos and Files

 

Address Validtion

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ADMINISTRATIVE SCHEDULE VIEW

GRID DATE
CURRENT DATE
SELECT EMPLOYEE
APPOINTMENT DATE
DISPATCH NOTES
EMPLOYEE JOB NOTES
FIRST NAME
LAST NAME
STREET
CITY
STATE
ZIP CODE
MAIN PHONE
ALT PHONE
EMAIL ADDRESS
Attach File to Selected Job:
Submit Attachment Create Proposal Create Presentation

Edit Job Tracker:

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Address Validtion

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JOB TRACKER EDIT

DISPATCH NOTES
EMPLOYEE JOB NOTES



BONUS

Job Type
START TIME HOURS
START TIME MINUTES
STOP TIME HOURS
STOP TIME MINUTES
JOB STATUS
AMOUNT BILLED
PAYMENT TYPE 1
AMOUNT COLLECTED
PAYMENT TYPE 2
AMOUNT COLLECTED
Save Data

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Address Validtion

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Address Validtion

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QUICK SCHEDULE VIEW


Employee Availability
Verify Address
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Employee Availability

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EMPLOYEE VIEW

REVIEW NOTES
GENERAL NOTES
EMPLOYEE PHOTO
USER NAME
PASSWORD
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GPS

    Employee Job Start/Stop Time

    Grid

    Here

    Post

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    CUSTOMER VIEW

    Verify Address
    ADD
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    Create Proposal Create Presentation

    PERMISSIONS

    Refresh List

    BILLING

    WON#

    SEARCH BY WON#
    FROM:
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    SUBMIT
    JOB STATUS
    AMOUNT BILLED

    UPDATE STATUS
    PAYMENT TYPE
    AMOUNT COLLECTED

    UPDATE BILLING
    PAYMENT TYPE
    AMOUNT COLLECTED
    QUICK BOOKS#

    UPDATE QB#
    APPROVE FOR QUICKBOOKS
    BILLING PRE-CHECK
    POST APPROVALS FOR QUICKBOOKS
    DISPATCH NOTES

    TIME SHEETS

    Export Time Sheet Date Range (Allow popups from this site) View by Employee and Date (Double Click)

    Regular Hours:

    Overtime:

    Commision:

    Bonus:

    Holiday:

    PTO:

    Total Regular Pay:

    Total Overtime Pay:

    Total Commision and Bonus:

    Total Pay:

    Update Selected Record

    Mission Statement

    I Agree

    Anti-Piracy

    I Agree

    Truck Agrement

    I Agree

    Tools

    Yes No

    Truck

    Yes No

    Job Tracker Menu







    View Time Card
    Scheduled Job Start:
    Scheduled Job Stop:
    Your job is located at:
    Please contact customer:
    Using phone #:
    Job Description:

    Dispatch Job

    Dispatch

    Work Order #:

    Scheduled Job Start:

    Scheduled Job End:

    Your job is located at:

    Please contact customer:

    Using phone #:

    Job Description:

    Start Job

    Job Start

    Work Order #:

    Scheduled Job Start:

    Scheduled Job End:

    Your job is located at:

    Please contact customer:

    Using phone #:

    Job Description:

    Job Photos

    Work Order #:

    Scheduled Job Start:

    Scheduled Job End:

    Your job is located at:

    Please contact customer:

    Using phone #:

    Submit Photo Skip/Next

    Job Signature

    Work Order #:

    Scheduled Job Start:

    Scheduled Job End:

    Your job is located at:

    Please contact customer:

    Using phone #:

    Draw Signature Below





    Capture Signature Clear Signature

    Job Status

    Work Order #:
    Job Type:
    Job Status:
    Today's Charges:
    Enter the description of the job:
    Enter your job commsion:
    Collect Funds
    Stop Current Job

    Job Collection

    Work Order #:
    Payment Type:
    -
    Amount
    Payment Type 2:
    -
    Amount
    Update Collection Info

    *****To refresh changes, please log out and back in.*****

    CONFIGURABLES

    Job Tracker

    Save
    Save
    Save

    Tools Maintainance

    (Separate by comma. Please Select, email1, email2, email3)

    Save

    Truck Maintainance

    (Separate by comma. Please Select, email1, email2, email3)

    Save
    Save
    Save
    Save

    Job Collection

    (Separate by comma. Please Select, email1, email2, email3)
    Save
    Define start and end time of employee workday.
    Save Log Out

    Company FAQ

    (Separate by comma. QA1, QA2, QA3)
    Save

    Categories

    (Separate by comma. Cat1, Cat2, Cat3)
    Save

    Company Address

    (Used in forms and CallCenter)
    Save

    Edit Advertising Type


    Company Logo

    (Recommended Size 410 X 130)

    Quickbooks Setup

  • Note you must have a Quickbooks Online account to use Quickbooks sync or dashboard features.
  • You must sign up for a Quickbooks Online Dev account located at https://developer.intuit.com in order to receive production keys needed to access Quickbooks Online and Dashboard features.
  • You will need your OAuth Consumer Key, OAuth Consumer Secret and Company ID(RealmID) to access your Quickbooks Online data.
  • If you already have these keys please paste them in the text boxes below and press save. Files will then be generated that will allow you to begin using ServiceSuite 360 with QuickBooks Online.
  • Please navigate Here to learn how to get the needed keys.
  • Please allow 48 hours for activation.

    • Happy Calls

    Presentation Config

    Edit Main Category


    Edit Sub Category


    Select Main Category First
    Product?

    Edit Material Margin Level


    Edit Product Level


    Edit Labor Level


    Edit Overhead Level


    Edit Disposables Level


    Edit Permit Level


    Items Admin

    DASHBOARDS


    Choose Call Tracker or Today's Schedule Date:
    Incoming Calls All Actions Today's Schedule 7 Day Availability Projections Charts and Graphs Report Builder Happy Calls

    DASHBOARDS

    FROM:
    TO:

    Get Data

    DASHBOARDS

    DASHBOARDS

    DASHBOARDS

    DASHBOARDS

    Financial Data

    Choose Month
    Choose Year
    Today's Sales
    Retrieve Data
    Projected Sales
    Month Sales
    Total Income
    Projected Overhead
    Gross Profit
    Overhead Diffrence
    Overhead
    Gross Profit
    Net Profit
    Save Data

    DASHBOARDS

    Schedule

    Availability

    Refresh

    Monday

    Tuesday

    Wednesday

    Thursday

    Friday

    Saturday

    Sunday

    Today's Call tracker

    Refresh

    Time Card

    Enter Time for Chosen Date
    Save
    View Time and Data
    Get Data

    Address Validtion

    Address is valid!

    Address Validtion

    Address is not valid!

    Please wait...

    One moment please...

    Ready to Schedule?

    Did you remember to make a selection in the Available Schedule Grid?


    No Yes

    Ready to edit the Schedule?

    Do you need to select a new time slot? Select No if you already have made a selection or do not want appointment time changes.


    Yes No

    Delete Job?

    Are you sure you want to cancel this job?

    This action cannot be undone.

    Why does the customer want to cancel?


    Enter your name.


    No Yes

    Update Job?

    Are you sure you want to update this job?

    No Yes

    CALL TRACKER

     

     

    HOW DID YOU HEAR ABOUT US?
    ADVERTISING TYPE
    SELECT DATE
    FIRST NAME
    LAST NAME
    STREET
    CITY
    STATE
    ZIP CODE
    MAIN PHONE
    ALT PHONE
    EMAIL ADDRESS

    Verify Address

    CLEAR FIELDS

    SEARCH

    REFRESH
    Available Schedule
    DESCRIPTION

    TAKEN BY

    SELECT A CATEGORY BELOW THAT BEST DESCRIBES THE CALL

    SELECT A ACTION TO TAKE/TAKEN

    NA/SAVE TO GRID

    -

    PATCH/TRANSFER

    -

    SCHEDULE NOW

    -

    EDIT GRID ITEM

    -

    CANCEL SCHED CALL

    SELECT DATE RANGE FOR GRID BELOW

    -

    -

    SUBMIT
    Enter Passcode

    Export To Excel

    SEARCH

    Search by Term
    Search
    Send Results to Call Tracker
    Back to Schedule

    REPORT BUILDER


    FROM:
    TO:

    AVAILABLE HISTORY FIELDS ADD SELECTED FIELD CLEAR SELECTION EXPORT REPORT
    AVAILABLE CUSTOMER FIELDS ADD SELECTED FIELD CLEAR SELECTION EXPORT REPORT


    VISUAL SCHEDULER

    REFRESH
    BACK TO SCHEDULE
    EXPORT TO CALENDAR
    EXPORT TO EXCEL

    JOB TRACKER EDIT

    Job# Start Job Stop Job

    MORE

    TIME CARD
    TIME SHEETS

    Delete Item?

    Are you sure you want to delete this item?

    This action cannot be undone.

    Cancel Delete

    Presentation Admin








    Build Presentation

    Presentation Builder








    WON#
    Add custom Slide
    List Price(Enter a number only! Do not enter .00!) Actual Price(Enter a number only! Do not enter .00!) Add Custom Slide
    ADD SLIDE
    Select Products
    RESET ALL FIELDS
    CREATE PRESENTATION
    Save Presentation Save Template Get Presentations Get Templates
    Created Presentations
    Customer Phone# Filter by Phone#
    DELETE PRESENTATION DELETE TEMPLATE

    Service Suite 360 Call Center

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