TIPS & Blog

DoorPack Modules

DoorPack Software provides four main modules with it’s connection to QuickBooks

DoorPack’s Base Service/ Installation Scheduling Module allows the user to quickly find any QuickBooks customer and review their complete customer history on one screen.

DoorPack’s design eliminates the need to search through multiple menus to quickly find what you are looking for. You can also drill down into the detail of any past work orders or quotes for reference. DoorPack also tracks each customers installed equipment ( just in case a replacement part is required) along with maintenance schedules, unlimited contacts, agreements, notes, sales activities, attachments, and phone call history.

Work orders for service calls and new installs can be printed and scheduled on Microsoft’s Outlook for all of the computers connected to the network. Using the DoorPack calendar with easy drag-and-drop features, the work orders can be quickly assigned to a new service technician. When the work orders are completed the labor and parts used can be entered. Each completed work order will automatically create an invoice, estimate or sales order in QuickBooks to eliminate the duplicate entry required for billing. This speeds up the normal billing process, reduces the amount of clerical entry and increases cash flow.

DoorPack’s Estimate and Quote Module provides a powerful alternative for automating your quoting process.

DoorPack Software is one of the only software tools which allows the dealer to prepare residential and commercial customer quotes for multiple manufacturers and multiple product lines.

There are three methods provided for quotes in DoorPack:

  • handwritten quotes
  • Excel imported quotes
  • DoorPack created quotes.

The quoting module provides a simple tiered method of quoting allowing the selection by manufacturer, by module, by option and then by option item. Pricing is automatically updated using the manufacturer’s multipliers.

Quotes can be reviewed using multipliers and/or gross margin assumptions. After quotes are printed in DoorPack they are tracked in the customer’s history record. With a simple click of the mouse an existing quote can be turned into an installation work order for scheduling and billing.

DoorPack’s Opportunity Tracking/ Open Item Tracking and Advertising Module allows you to track the source of each incoming call to better manage monthly advertising expenses.

It also provides a method for creating customer and prospect mailing labels and various mail merge letters for promotions, etc. The tasking feature for DoorPack provides management and the staff with a handy “ToDo” list feature tracking project deadlines and assignments. Incoming daily call opportunities may also be tracked and managed.

DoorPack’s Job Cost Contracts and Progress Billing Module provides the ability to track job contracts for progress billing and job costing.

Finally Fireline Systems wraps the entire DoorPack software product together with a powerful company-wide informational dashboard.

From one single screen DoorPack allows you to quickly see a snapshot of your entire company with the ability to drill into the details. This one tool alone streamlines the entire daily operation and eliminates the need for countless paper reports.

If you are looking for an overhead door service dispatch software solution specifically designed for your business, which links seamlessly to your QuickBooks, you owe it to yourself to request a software demonstration of Fireline System’s DoorPack Software today.