Our Features
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.
QuickBooks Import
ONE CLICK DATA TRANSFER
- Eliminate double entry of records.
- Transfer customers, jobs, and transactions.
- Import bills to pay from vendors and suppliers.
What else we provide?
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.
Multisite Reporting
AGGREGATE REPORTING FOR MULTIPLE LOCATIONS
- See combined results from multiple MetricWise servers.
- Great for franchises or multistore owners.
Manufacturer Integration
CONNECT WITH VENDORS AND SUPPLIERS
- Submit orders to manufacture electronically.
- Receive electronic order confirmation and packing lists.
- EDI (Electronic Data Interchange) capable.
What our clients say
MetricWise allowed us to consolidate all scheduling to one call center, and it shows me leads set and windows sold for all my stores in real time.
Jim L. info@windowworldstlouis.com
Having one system that flows from when the phone rings and the lead are set all the way through the completion of the installation is fantastic.
Sonya P. tricities@windowworld.com