Customer Estimates and Sales Management

• Onsite Job Estimates

  Field employees have the ability to create and print or email customers an estimate on site using our wireless enable technology.

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• Managing Estimates

  Easily view all open Estimates which allows you to quickly see where to spend your sales efforts and maximize sales. View lost estimate details to determine the reason and avoid the loss next time.

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• From Customer Estimate to Customer Payment

  Manage your entire business process from the Customer Estimate to Customer Payment and all steps in between to streamline your organization and maximize employee productivity.

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Customer Relationship Management

• Export to Outlook or QuickBooks

  Easily export your data for use with QuickBooks, Outlook, any many other software applications with a standard file format.

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• Customer Management

  Easily create and manage Customer records including Contacts, Locations, Onsite Equipment, Job History, Service Jobs, and much more.

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• Multiple Customer Contacts and Locations

  Easily manage customers with multiple locations and contacts that may have different requirements.

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• Customer Job Activity

  Easily view all won or lost Estimates, Work Orders, Completed and Paid Jobs with details of up to date labor hours, expenses, materials, and much more.

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• Billing/Invoice History

  Easily view details of up to date Customer Job Cost's, outstanding and overdue Invoices, Customer Payments, and much more.

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• Customer History

  Easily view history of all activity associated for each Customer, Contact, Location, Job, Onsite Equipment, and much more.

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Scheduling Tools

• Scheduling Wizards

  Easy to use Scheduling Wizards to quickly walk new or experienced Bella Systems Users through the process of scheduling an appointment for an Estimate or Job Work Order.

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• Daily, Weekly, and Monthly Calendar Views

  Easily view schedules for individual employees or the entire company for the day, week, and month. With the click of a button print your day's schedule and Work Orders.

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• Scheduling Appointments

  Schedule Appointments by viewing a specific employee's availability or by an open date and time on viewing your company scheduling calendar.

Service Job Management

• Internet and Mobile Access

  Employees have live access to their data from any computer that is connected to the internet even wirelessly. They can instantly update real time information while in the field including Labor Hours.

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• Job Management

  Easily create and update Jobs including Scheduling changes, Work Order details, up to date Job Costs, Job Notes, and more.

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• Multiple Job Appointments

  Schedule multiple Appointments for big Jobs and track individual Appointment Costs to track up to date Labor Hours and Costs.

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• Mapping Directions to Customer Locations

  Easily view and print driving directions to a customer location. No additional mapping software is needed to purchase and integrate.

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Onsite Customer Equipment Tracking

• Customer Equipment Tracking

  Track make, model, and serial number along with full service history and warranty tracking for any pieces of equipment for your Customer.

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Accounting

• Billing/Invoicing

  Easily create and email or fax invoices to your customers upon completion of Service Jobs for immediate payment.

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• Accounts Receivable

  Quickly see Invoices that are outstanding or overdue for a specific Customer Job or all of your companies Jobs. Never miss a payment again!

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• QuickBooks

  Bella Solutions is able to export your data to a file format compatible for use with QuickBooks. This allows you to create and track an Invoice with QuickBooks if you prefer.

Job Cost Items

• Cost Items List

  Create and manage Job Cost Items which include Labor Hours, Materials, and Expenses. From this list employees are able to create Estimates, Work Orders, and Invoices.

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• Vendor List

  Manage an approved Vendor list for employees to choose from to optimize profits. Create and manage new Vendors as your business grows.

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Employee Management

• Employee Equipment Tracking

  Track the equipment that has been assigned to each employee and when it was returned including serial number, model numbers, and more.

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• To do’s

  Easily create and assign To do’s for an employee that is associated to a Customer, Job, or your business. A priority for the To do can be set at low, medium, or high to help manage schedules.

• Personal Dashboard

  Employees immediately see their current day’s schedule, assigned Jobs, and To do's. The view can be easily changed to a week or month. The personal home page is designed to help them manage their schedule and it is unique to them.

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• Required Inputs Fields

  Ensure your employees, outsourced call center, or accountant are entering the minimum necessary information into Bella with fields that are required.

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Customization

• Customize Bella Solutions

  Bella is customizable to fit your business with customizable terms. Run your business the way you want.

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Data Management and Security

• Data Security and Backup

  Be assured your data is secure using the latest in firewall and intrusion detection technologies. Your data is continually backed up by Bella in case of any situation that may arise in which you need to have it restored.

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• User Roles

  Assign user roles to give you complete control over what each employee and partner, such as call centers or accountants, have rights and permissions to view and access.

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