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Service Admin is an easy-to-use Windows program. It can be password protected for security, and the password is encrypted. You can switch between separate databases if you wish.
The comprehensive customer form keeps details of all of your customers and contacts, and lists all invoices for this customer and all previous contact with them. Invoice lists are colour coded so you know who's paid, and who's on 'stop'
You can create invoices with up to 16 item lines per page. Item descriptions can be autofilled, and the last price charged entered automatically. The program prints invoices using Word templates, so you can have the invoices look exactly as you want them and print them on plain paper, or as PDF files
Existing customers can be found in seconds, and if a new record matches an existing one the program warns you. Entry fields have the initial letters capitalized automatically, and postcodes are all capitalized. You can send SMS messages (an account with a web forwarder is required), and print address labels to Brother printers in any of 3 sizes.
The program has a History List showing all previous contact with this customer, and work sheet printouts show the previous 4 contacts and have space to enter work carried out.
The program has a parts database including min/max stock fields. The parts lists show stock colour, coded so you can see at a glance if an item is at normal levels or needs re-ordering.
You can export addresses and details to Excel for mailmerge. The date range can be set so you export (for example) all records created last month.
Pop-up reminders and sticky style notes keep you on track so forgetting the time or information is a thing of the past.
The program downloads updates from our website automatically, and the database can be backed up when leaving the program.
A comprehensive user guide is supplied with the program in PDF format.
Two other versions of the program having enhanced features are available from September 2020.
| Requirements: |
No special requirements
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| Release Date: |
October 05, 2023
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| Platforms: |
Windows 2000, Windows XP, Windows 8, Win7 x32, Win7 x64, WinOther, WinServer, WinVista , Windows 10
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| Keyword: |
Crm, Customer, Database, History, Invoice, Job, Jobsheet, Notes, Reminder |
| Version 1.1.135.0 Changes: |
Added Supplier database
Added ability to choose Documents folder
Added ability to open email from customer form
And more! |
| Users rating: |
0/10 |
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Windows Software
Albina Merfyn - I find this to be really easy to use. I can...
