Features

Service Ticket Management

Service requests and documentation of service technicians are a key element of Business Manager 365.  Service Tickets are the highest customer visibility point within a service based business and the process around how these are managed and communicated to your clients are critical to future success.

• Technical Note Management
• Problem Description
• Task Assignments
• Parts Ordering
• Part and Equipment Shipping Information
• Document Management Processes
• Child Ticket Management
• History Tracking
• Search Capabilities
• Sales Person Notifications
• Ticket Escalation Processes
• On-Call after hour management

Document Management

Organizing and structuring documents is critical to any business. Having documentation and being able to easily locate your documentation are two very different things. Business Manager 365 can consolidate and organize your Pictures, PDF’s, and other electronic files so they can be properly organized and retrieved when needed for compliancy, billing, or customer reference.   

• Indexing of Documents
• Keyword Searching
• Revision Tracking
• Customer Specific Document Management Processes
• Secured document search

Project Management

Business Manager 365 Project Management is designed to streamline all aspects of a project, parts, schedule, tasks, time, billings, and change orders as well as documenting the entire life of a project.

•   Project Team Management
•   Scope of Work
•   Task Management
•   Parts Ordering and Tracking
•   Attachments
•   Meeting Minutes with automated approvals / declines
•   Travel Requests with automated approvals / declines
•   Change Order Processes
•   Inventory Management
•   Client Project Approval Tracking
•   Secondary / Child Tickets
•   Expenses / Mileage Tracking
•   Billing / Progress Billing Tracking
•   History Tracking

Customer Relationship Management (CRM)

Business Manager 365's CRM is designed to help your sales team manage the sales cycle, and to remain in contact with the ongoing management of your client/prospect base.

Our CRM was designed with a specific goal of retaining all the information gathered during the sales cycle and transferring that knowledge and client information to the operations side of the business. 

•   Calendaring that Integrates with Outlook
•   Sales Task Management
•   Contract Writing Tools and Templates
•   Sales Funnel Management
•   Lead, Prospect and Customer Management
•   Expiring Contract Management
•   Meeting Minutes 
•   Automated Contract Approvals or Declines
•   Appointment Management
•   Escalation Processes and Notifications
•   Multiple Company Contracts

Enterprise Resource Management (ERP)

If you want to run a smarter business, you have to have access to real time data to help you make faster and smarter decisions. Business Manager 365 is a powerful integrated business solution that enables real time information on work orders and production, faster response to the changing needs of your clients and insight into ongoing quality control initiatives.

Business Manager 365 can help you increase profits by optimizing productivity, identify opportunities for improvement quickly and give the right people access to the right data to make faster and smarter decisions.

• Sales
• Procurement
• Inventory Management
• Production
• Human Resources
• Corporate Performance
• Customer Service
• Project Management
• Documentation
• Quality Assurance
• Reporting

Analytics

As with any business, but specifically a service-based business, having the ability to collect the data is one thing, using it to make decisions and grow your business is another.

Business Manager 365 has a number of predefined reports and can produce actual business analytics to power your business and use your data to show business health and increase opportunities for business growth.

Scheduling

Scheduling and calendaring are ever changing and trying to maintain both for a service team can be difficult to say the least.  Some businesses have a service team as well as multiple dispatch employees- all of whom are involved in scheduling.  Liberty One Software recognized the difficulty businesses face every day to maintain an efficient scheduling system and developed a system that is customizable, easy to use and efficient. With Business Manager 365 Scheduling you will have access to the following features:

• Schedule appointments and follow up’s directly in the associated service ticket
• Send calendar invites to both employees and customers
• Be notified while creating an appointment if it conflicts with any other items
• Integration with Microsoft Outlook
• Ability to view all employees schedules in one place

Quality Assurance Management

Business Manager 365 Quality Assurance Management helps your business track and measure your customer’s perspective on the quality of service that you are providing. Our software provides a workflow to manage customer disputes/poor quality responses to ensure any quality of service issues are corrected before they result in a loss of client

• Automated Quality Assurance Questionnaires
• Questionnaire Management
• Dispute / Quality Tracking & Resolution Processes
• Workflow of Identifying Repeated Quality Issues
• Client Reporting

Human Resources Management

Human Resources Management is one of the most commonly overlooked but most important processes that companies have. Business Manager 365 simplifies employee management, performance management, time clock, and attendance to ensure that your business is in compliance with state and federal employment laws.

• Clock In / Clock Out Functionality
• In/Out Board
• Time Off Requests/Approvals
• Overtime Requests/Approvals
• Timesheet and Expenses Management
• Emergency Contact Information
• Manage By Objective Planning
• Performance Reviews
• Training Management
• Onboarding Process Management
• Termination Process Management
• Certifications
• Performance Statistics
• Manager Nonfiction of Clock in / Clock out compliance
• On-Call Management
• Equipment assigned to employee