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.