Running a small service company can be complicated, but the accounting systems can be a significant burden on top of the actual operational portion of the business. Service Trakker™ is designed to lessen that administrative burden by providing your service staff with tools to make it possible for them to complete transactions in the field. Key features:

• The entire customer and job database is on the device
• New customers can be added in the field and synchronized to QuickBooks®
• All service and inventory items are on the device, along with retail pricing
• Service descriptions can be expanded in the field to fully document service tasks
• The system will produce invoices or estimates
• Customer payments can be recorded in the field
• The customer can be provided with a hard copy receipt at the point of service (requires a portable printer)
• Credit card payments can be documented (credit card scan is available with certain printer models)
• Support for QuickBooks® Price levels, both general % markup and markdown, and customer-specific pricing (dependent upon QB version).  This will support contract pricing by customer.

• Support for wireless (Bluetooth) printing
• Signature capture on PDA is sent to BMP file on PC.  We are building a PC utility program to allow the user to print an invoice copy with signature; this will be free to all registered users.
• Estimates can be created on PDA
• Customer balance as of last sync (optional)
• Customer AR summary report as of last sync (optional)
• Receive items into inventory
• Set screen resolution to support signature capture on hi-res screens
• Void invoice during creation or review
• Items list on order shows line count and items subtotal
• Support for magnetic stripe credit card swipe
• Set width of item ID in column of list boxes
• Setup for remote HotSync over the Internet
• Transaction reference numbers can sequentially increment (optional)
• Quicksync for just a sync of invoices (optional)
• Set volume level of sounds on PDA
• Lookup item list on order item by UPC (alternate lookup, optional)
• UPC scan can now be set to use any/all barcode types

Download Trial System