Workflow Customization

BUILT TO YOUR UNIQUE REQUIREMENTS

  • Workflow actions defined and implemented.
  • Program modules built and configured as needed.
  • Use your existing parts and service lists.
  • Dashboard components and reports built to suit.
  • User roles and access privileges defined.

 

Appointment Scheduling

DYANAMIC GROUP CALENDARS ACCESSIBLE ANYWHERE

  • See appointment times and notes at a glance.
  • Real time updates keep everyone coordinated.
  • Hot leads displayed immediately for quick response.
  • Create contacts and appointments with one action.\

Lead Tracking

FROM RESPONSE TO SALE AND BEYOND

  • Import leads directly from your website.
  • Hot leads displayed immediately for quick response.
  • Leads set, leads run, and closing  shown in real time.
  • Note referrals and repeat customers.
  • Rehash unsold appointments for follow up.

 

Multisite Reporting

AGGREGATE REPORTING FOR MULTIPLE LOCATIONS

  •  See combined results from multiple MetricWise servers.
  •  Great for franchises or multistore owners.

QuickBooks Import

ONE CLICK DATA TRANSFER

  • Eliminate double entry of records.
  • Transfer customers, jobs, and transactions.
  • Import bills to pay from vendors and suppliers.

 

Manufacturer Integration

CONNECT WITH VENDORS AND SUPPLIERS

  • Submit orders to manufacture electronically.
  • Receive electronic order confirmation and packing lists.
  • EDI (Electronic Data Interchange) capable.