| Features |
Standard
Edition |
Pro
Edition |
|
|
|
|
|
| Contact
Management |
x |
x |
|
| - Detailed
contact information |
x |
x |
|
| - Easy
access to history |
x |
x |
|
| - Customer
reminders & periodic mailers |
x |
x |
|
| - Referral
management and mailings |
x |
x |
|
| -
Recurring service management |
x |
x |
|
 |
|
|
|
| Customer Order
Management |
x |
x |
|
| - Detailed
order information |
x |
x |
|
| - Quote
tracking and conversion to orders |
x |
x |
|
| - Work and
delivery scheduling |
x |
x |
|
| - Planned
service management |
x |
x |
|
| - Separate
billing and service locations |
x |
x |
|
| - Detailed
service description |
x |
x |
|
| -
Pre-defined price lists |
x |
x |
|
| - Custom
follow up scripts per order |
x |
x |
|
| - Multiple
technicians per order |
x |
x |
|
| - Detailed
commission sheets |
x |
x |
|
| - Easy
order duplication and invoicing |
x |
x |
|
 |
|
x |
|
| Visual Work
Planner |
x |
x |
|
| - Daily
planner & drag-drop scheduling |
x |
x |
|
| - Supports
multi-crew, multi-day viewing |
x |
x |
|
| - Includes
a clipboard for re-scheduling |
x |
x |
|
 |
|
|
|
| Payables and
Receivables |
x |
x |
|
| - Customer
invoicing and collecting |
x |
x |
|
| - Credit
allowance and verification |
|
x |
|
| - Bills
and expense tracking |
x |
x |
|
| - Fast
check writing for multiple bills |
|
x |
|
 |
|
|
|
| Payroll System |
|
x |
|
| - Supports
salary, hourly and commission |
|
x |
|
| -
Automated payroll tax calculation |
|
x |
|
| -
Integrated with invoices and time cards |
|
x |
|
 |
|
|
|
| Expense
Management |
x |
x |
|
| - Detailed
Vendor Information |
x |
x |
|
| - Detailed
Bills & PO’s |
x |
x |
|
| - Pay per
Bill or Vendor |
|
x |
|
 |
|
|
|
| Accounting
System |
|
x |
|
| -
Full-featured and seamlessly integrated |
|
x |
|
| -
Real-time, automated ledger entries |
|
x |
|
| - General
ledger and account journals |
|
x |
|
| - Cash
management with bank registers |
|
x |
|
| - Detailed
audit trail |
|
x |
|
 |
|
|
|
| Inventory
Management |
|
x |
|
| -
Inventory control, manual or automated |
|
x |
|
| - Supply
levelstracking |
|
x |
|
| - Kits and
assemblies support |
|
x |
|
| - Up to
the minute status and cost analysis |
|
x |
|
 |
|
|
|
| Job/Project
Management |
x |
x |
|
| - Detailed
job cost tracking |
|
x |
|
| - Detailed
quotes, orders, and invoices |
x |
x |
|
| -
Work-in-progress accounting |
|
x |
|
 |
|
|
|
| Business
Analysis and Reporting |
x |
x |
|
| - Modify
and create your own reports |
x |
x |
|
| - Large
number of ready-to-use reports |
x |
x |
|
| - Includes
payroll and financial reports |
|
x |
|
 |
|
|
|
| Setup and
Configuration Assistant |
x |
x |
|
| - Access
system settings in one place |
x |
x |
|
| - Wizards
for easy configuration |
x |
x |
|