• Overview
• Accounts Receivable with
  Sales & Service Manager
• Service Agreements
• Inventory Management
• Accounts Payable
• Payroll
• General Ledger
• Job Costing
• Graphics
• D.O.T./Fleet Manager


• Pricing
• PDA/Mobile Support
• System Requirements
• FAQs

Accounts Receivable

Accounts Receivable includes our innovative Sales & Service Manager--powerful functionality to handle your dispatching of service calls and sales prospects. We recognize that management of these core functions is key to your success, so we offer a seamless, integrated process for managing a top-notch service department—from auto-recognition via Caller ID, to creating detailed service orders with contract and equipment tracking, to easy, automatic invoicing when calls are completed.

Importantly, when using ServiceFirst!™, you don’t have to exit one module to use another. ServiceFirst!™ works the way you do, so the right tools and functions are available when you need them, allowing you to multitask throughout your day.

Our AR will help your company expedite all your customer management and
receivables functions, save time, improve accuracy, and accelerate your cash cycle.


Sales & Service Manager
Instant, calendar-style scheduling and dispatching
Caller ID that automatically recognizes inbound customer calls
Support for alphanumeric pagers and wireless PDAs
Interface to Street Wizard mapping software
Display service records by name, service ID, address, phone no., city, state, zip
Service agreements
Equipment and warranty tracking
Design/print service orders with service history
Tracks drive time, callbacks, money collected, call durations, etc.
Automatic invoicing when service calls completed


Accounts Receivable
Automatically updates customer service history
Inventory items can be added to invoice individually or in user-defined Groups or Assemblies
Automatically reduces inventory quantities and displays "time to reorder" when appropriate
Display estimated profit on-screen before committing and printing invoice
Supports Point of Sale transactions
Recurring invoices
Calculates finance charges
Automatically interfaces with Inventory, General Ledger, Job Costing
Powerful custom report generator


Built-in reports:
Invoices and statements
Sales tax reports
Current/prospective customer lists, letters, postcards
Aging report
Mailing/rolodex labels
Commissions

Accounts Receivable with integrated Sales & Service Manager will jumpstart your front office and get that cash flowing!

Service Agreements