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.
Fireline Systems is an authorized Intuit QuickBooks Silver Development Partner and creator of the leading DoorPack Software which is designed specifically for door and access control dealers. DoorPack Service Software and QuickBooks Software are seamlessly integrated together to provide a complete software solution for all of your operational needs. (Click for PDF)
What are the advantages of using DoorPack Software?
DoorPack Software when combined with QuickBooks increases the overall efficiency of your entire company by helping to; increase sales; eliminate time wasting double and triple entry; reduce your paperwork; eliminate manual process of scheduling service and installation jobs; streamlining your quote preparation; managing your advertising campaigns and much, much more. And you can continue using QuickBooks for all of your normal billing and accounting processes.
DoorPack is the perfect compliment for QuickBooks. Take a minute to look at some of the additional features and benefits provided to your company by DoorPack Software:
Provides Additional Customer History information including:
- Tracking work order history for each customer job location and billing customer
- Detailed customer work order history – with drill-down details
- Tracking installed customer equipment – by manufacturer, serial numbers, warranty information, size, type and other details
- Unlimited customer contacts with phone numbers, emails, etc.
- Attaching scanned document – including before and after pictures
- Tracking unlimited customer notes
- Tracking preventative maintenance schedules and agreements
- Provides the added flexibility to expand your customer history with additional customer user-defined fields, installed product user-defined fields, work order user-defined fields and additional contact fields for each customer.
Company-wide Viewing of Your Scheduling Calendars plus: Continue reading “DoorPack Service Software for Quick Books- The Perfect Match”
There are four reasons to consider a mobile solution:
- Faster turnaround. Payment is normally made to the tech on site. This can make a big difference in your cash flow. You get your money faster, and don’t have to worry about invoicing and collections.
- Reduced paperwork. The technician enters the information and sends it back to the office. Data is automatically pulled into your software then processed to QuickBooks. This saves a lot of time and effort in the office.
- Better on-site information. Your technician has on-site access to notes and history from previous visits, and to equipment history.
- 4. Your customers expect it.
DoorPack’s mobile solution is simple, inexpensive and uses technology you already have in place to provide a mobile solution that is designed to fit your needs. DoorPack provides the technician with all the information needed to get the job done. More importantly, your customer base is safe and protected because it is not in the cloud of increasingly risky web servers.
Why not invest a few minutes to join us at our next online webinar and see for yourself how DoorPack Software for Quick Books can streamline your operation and increase your profitability.