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Results Features | Results CRM | Results Sales | Results Business |
---|---|---|---|
Contact Management | |||
Activity and Task Management | |||
Email Tracking and History | |||
Create and Manage Quotes | |||
Sales Opportunity and Pipeline Management | |||
Create and Manage Sales Orders | |||
Document Management | |||
Shared Group Calendar | |||
Process Management | |||
QuickBooks Integration | |||
Outlook Integration | |||
Constant Contact Integration | |||
TSheets Integration | |||
SmartVault Integration | |||
SharePoint Integration | |||
ShareFile Integration | |||
Resource and Team Management | |||
Create and Manage Service / Work Orders | |||
Convert quote line items into tasks and materials | |||
Project Management | |||
Create and Manage Purchase Orders | |||
Automate Service Billing | |||
Create and Manage Invoices | |||
Payment Management | |||
Inventory Control | |||
Receivables Management | |||
Timesheets | |||
Credit Card Processing Integration | |||
Support for Tablets / Mobile Devices | AddOn | AddOn | |
Mobile Interface | AddOn | AddOn | |
Automatic Device-sensing Technology | AddOn | AddOn | |
Stay connected using any browser-based device | AddOn | AddOn | |
Supports I.E., Firefox, Chrome and Safari | AddOn | AddOn | |
Web leads automatically added as contacts | AddOn | AddOn | |
Picture and Signature Capture | |||
Field Service Automation and Management | |||
Start workday in the field using any device | |||
Use checklists, schematics, and Instructions | |||
View materials needed and add what is used | |||
Create quotes and invoices with signatures | |||
Bi-directional real-time update from office or field of work orders, materials and schedules | |||
Search for tasks based on GPS location | |||
Map Customers or Vendors based on proximity to current or entered address | |||
Results Field Service Portal — provides access to assignments and timesheets for sub-contractors and field staff only. | AddOn |
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