Features of the
Results Platform
Manage relationships, jobs, projects, and billing while keeping your team and customers in sync. Integrated with QuickBooks, Results eliminates double entry and keeps everything up to date.
Business Relationship Management
Centralized Information Hub
Connect all departments through a single source of truth. A unified view of client and project data keeps operations optimized and teams synchronized.
Valuable Account History
Gain immediate insight into commitments, past orders, ongoing projects, notes, invoices, and payments directly from the contact screen to support informed, timely action.
Processes & Workflows
Automate Operational Processes
Automating actions such as project creation, client communication, and task assignment streamlines execution, saves time, and strengthens client satisfaction.
Task Management & Service Delivery
Stay organized and on schedule with complete visibility across individual and team calendars, tasks, and service delivery schedules. Maximize every opportunity and leave no detail overlooked with centralized access.
Automated Management
Automated task assignment and clear progress views keep teams focused, aligned, and accountable throughout the entire process.
Field Service Scheduling
A unified dispatch calendar displays assigned and unassigned jobs alongside all team members, simplifying coordination and ensuring timely service delivery.
Document Management
Instant Access Advantage
When key documents are readily available to everyone who needs them, teams operate more efficiently and consistently exceed client expectations.
Project Management
Complete Project Visibility
Centralized and organized project data provides the insight and control required to deliver every project on time and within budget.
Manage Resources and Margins
Monitor profitability with comprehensive project management tools that are integrated directly with QuickBooks, providing accurate financial oversight and enabling smarter business performance.
Sales & Opportunities Management
Pipeline Management Plus
Stay in control of sales activities and forecasts while automating routine operational tasks that divert attention from driving revenue.
Time Billing & Invoicing
Improve cash flow and accuracy by instantly converting estimates, sales orders, and billable jobs into invoices. Integrated automation ensures timely billing and eliminates manual entry errors.
Handle Time-Billing
Convert billable hours directly into invoices through time-based billing. Track and capture all billable activities to ensure accurate and complete invoicing.
Convert Quotes to Invoices
Transform approved quotes into invoices in a single step, accelerating revenue collection and keeping financial records current.
Customer Insight Empowerment
Access detailed client and transaction data to strengthen decision-making, improve service delivery, and enhance financial visibility.
Field Service Management
Coordinate Field Technicians and Installers
Control Inventory from the Field
Display assigned products and services for each job, allow technicians to add items on-site as needed, and record quantities used in real time to ensure accurate billing and up-to-date inventory tracking.
Capture Pictures & Signature
Take categorized Before, During, and After photos with automatic date and time stamps. Collect the customer’s name and signature on-site upon completion, and instantly upload and save all visuals and approvals directly to the job record.
Use Apple & Android Native Apps
Access the FSM Portal via Progressive Web App (PWA) or use the Results Native App for Apple and Android — fully functional, mobile-ready, and free of in-app purchases.
Accounting Integrations
Connect seamlessly with the tools that matter most to businesses — eliminating double data entry, reducing errors, and keeping financials and tax records accurate in real time.
Sync with QuickBooks Desktop and Online
Integrate directly with QuickBooks Desktop or Online to streamline accounting workflows. Push invoices, payments, and customer data without manual entry, ensuring financials stay current and consistent across platforms.
Automate Tax Calculation
Connect to Avalara’s AvaTax to apply accurate, location-based tax rates to every invoice. Eliminate guesswork, reduce compliance risks, and simplify tax filing with automated, real-time calculations.
Why Choose Us?
Work Smarter
Automation replaces repetitive tasks, freeing teams to focus on high-impact priorities that drive results.
End-to-End Efficiency
From job scheduling to invoicing, streamlined workflows eliminate manual steps, minimize errors, and enhance productivity across every stage of operations.
Let’s Talk
See how Results can help your business.
Schedule your personalized consultation and demo today to unlock Results’ full potential and revolutionize your business operations.