Customer management system packed full of information needed at a glance. Managing customer accounts has never been so simple, with a clean interface that displays a customer’s locations, services, equipment, service history, rates, contacts, proposals, transactions, and activity history.
Drivers and routes are more efficient with built-in route optimization for individual or multiple route blending options. Route visibility and balancing tools allow users to make more informed decisions to better optimize resources.
Visual dispatching allows quick and efficient routing of orders with ease. Dispatchers can see orders for the day and driver locations with updated statuses when field staff perform services.
Inventory control is an essential part of your business. Gain visibility into your equipment like never before. Quickly and easily see where equipment is, how long it has been there, and what is available for delivery today and in the future.
Details of each order are shown in a simple interface to see work requested and compare to the actual work performed. See where the work was completed with a location, date, time, and worker stamp for each order. Comments, signatures, images, and checklists from field staff are shown with each order.
Flexible batch- and single-invoice processing to quickly, easily, and accurately bill customers. Advanced, arrears, monthly, weekly, daily, 28 days – AllyPro covers it all. Invoices can be printed and mailed or emailed directly to customers with a simple one-click pay feature to immediately capture payment. Robust pre-billing audit tools help identify services or transactions that need to be corrected before invoice generation.
Integrated credit, debit, and ACH processing allows you to pre-authorize and capture payments. Enroll customers in auto pay and charge their account on file automatically when billing is processed. Take control of your accounts with powerful receivable management tools – automatic invoice reminders, statements, finance charges, and much more.
Immediately inform customers about their services with automated text messages, phone calls, or emails. Quick setup allows you to customize messages sent to customer or location contacts when drivers are enroute, a service cannot be performed, or routes are delayed.
Numerous standard reports in addition to embedded web-based report writer. Powerful reporting with the simplicity and flexibility of the web. Intuitive user interface, similar to Microsoft Excel, without any software to install.
Native mobile application utilized by drivers to route, navigate, and complete orders in the field. Dispatch new orders in real-time and drivers receive push notifications for changes to their route. Application available on iOS or Android devices.
Offer customers self-service tools that reduce phone calls and emails to your staff. Clients have access to a customer portal that offers them the ability to check and request services, update account information, review and pay invoices, sign waivers and proposals, and much more!
Engage your customers with custom surveys that can be quickly accessed by scanning a QR code. Place on units at events or jobsites and gain immediate feedback from patrons about units that need attention. Surveys are custom built so that you can retrieve the information needed to offer unparalleled service to customers.