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Generate Professional Quotes |
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E-Mail Quotes |
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Holds, Reservations & Contracts |
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Instant "Availability" based on "shorts" or
"first come first served" |
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Transfers for multi-sites |
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Drop Ship to event sites |
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Forward Scheduling |
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Bottom Line/Flat Pricing |
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Sub-Rentals |
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Flexible Rental Rates |
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Price by Item & Customer Type |
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Cut & Paste from existing orders |
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Taxes by delivery Location |
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Disclaimers |
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Real Time Inventory Update |
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Serialized & Quantity Item Tracking Serial
and Non-Serial Kits |
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Customize Rules for checking kits in/out
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Instant "Availability" based on "shorts" or
"first come first served" |
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Templates (Wizards) |
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Exchange Groups |
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User Definable Attributes |
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Search by Attributes |
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Depreciation |
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Consignments |
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Reorder-Points |
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Warning Messages |
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Taxes by delivery Location |
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Disclaimers |
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View Labor requirement on orders andquotes |
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Start from labor on orders itself |
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Check availability of Resources |
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Assign In-house resources to positions |
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Interface with resource Outlook calendars |
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Drag n Drop Simplicity |
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Communicate by email/text messaging |
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Track Actual time worked vs planned |
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User defined statuses for communication |
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Overtime analysis report |
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Gross margins on labor report |
 Read
more about the Labor Planning/Scheduling module here
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Integrated w/Rental, Inventory and Warehouse |
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Planned and unplanned services |
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Assign services to group/technician |
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Assign In-house resources to positions |
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Assign and track services sent to outside
vendors |
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Complete history of services on an asset |
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Service reports |
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Planned services may be based on meter
readings, number of rentals etc |
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Forecasting |
Read
more about the Service and Repair module here
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Automated task/reminders |
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User created tasks and reminders |
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Assign tasks to individuals or groups |
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Import tasks, appointments into Outlook |
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Attach files to tasks |
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Rich Contact Management |
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Planned services may be based on meter
readings, number of rentals etc |
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Forecasting |
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Pick Lists by Department |
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Delivery & Pickup Scheduling |
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Lost/Damaged Items |
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Special Instructions |
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Partial Returns |
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Exchanges |
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Flowsheets |
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Periodic Invoicing |
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Purchase Orders |
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User Defined Chart of Accounts |
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Integration with some Accounting packages |
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Receivables Interface |
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G/L Interface |
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Planned services may be based on meter
readings, number of rentals etc |
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Forecasting |
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Multiple Access Levels |
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Secure Screens |
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Secure Fields by Login |
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Secure Functions |
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Exception and Price Override logs |
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Credit Limits |
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Insurance Checks |
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Negative Customer File |
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Overdue Payment Warnings |
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Item Utilization Reports |
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Sales Performance Tracking |
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Vendor Tracking |
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Revenue Forecasting |
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Invoice and Contract History |
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Physical Inventory Auditing |
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Sub-Rental Tracking |
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Period revenue Comparisons |
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POS Functionality: |
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- Book revenue and cash receipts in to
Accounting system |
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Sales Orders Functionality: |
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- Back Orders |
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- Special Orders |
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- Standard Warehouse functionality |
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Replenish based on re-order points |
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Cost of Goods by FIFO, LIFO or Average |
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Easy to use report assistant |
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Create your own tailored reports easily |
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Analyze and present data the way you want it |
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Modify and fine tune existing reports |
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Move report data to Excel with a single
click |
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Estimate Profitability for Quotes |
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Job Costing at Order Billing |
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Generate master bills for hotel commissions
based on contract terms that discount for: |
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- Rentals |
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- Sub-Rentals |
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- Sales of Consumables |
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- Misc Sales, etc |
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Allows clients to search equipment |
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Allows clients to generate quotes and/or
reservations |
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View order status |
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Standard Features
Optional Modules
