Contact Management
Track all information on every prospect, customer, and employee, including
contact methods, addresses, sources, demographics, phone logs, water tests, appointments, and much more.
Scheduling
Includes a comprehensive scheduling system. See at a glance the status of your Demo, Service, and Installation
teams. Track recurring service based on a service interval for each type of equipment. Print Work Orders and
Information Sheets for your technicians and sales reps.
Inventory Control
Maintain product and parts lists, purchase orders, serialized and non-serialized items. Location tracking
allows you to maintain inventory assigned to a van or employee. Optional barcode scanner integration
allows for speedy entry.
Sales and Marketing
Track lead generation based on source and cost, setting an appointment, dispatching leads to your sales reps,
selling to your customers, and installation of equipment with LADSI (Lead, Appointment, Demo, Sale, Install)
process. Easily create orders with preloaded RainSoft products and bundles, process payments with integrated
credit card process, and print or email invoices directly to customers.
Reporting
Many useful and analysis reports are just a click away. Useful reports
such as: Invoice, Purchase Order, Work Order, Schedule,
and Call List will be helpful on a daily basis. Analysis reports
such as Inventory, LADSI, Leads by Source, Leads by Sales Reps, Sales Summary, Source Trending, and many more
beneficial reports are important tools used by management for critical decision making. All reports and invoices
can be emailed to your customers or employees.
Integration
Quickly and easily integrate with QuickBooks to eliminate double entry,
Merchant Services to process credit cards instantly within Clarity Xtremeâ„¢, and
iContact to process bulk email tasks are all available to leverage the your time
wisely.
Management Tools & Administration
Management has the ability to restrict access to certain areas of the software and customize the user experience
by employee. Allow managers to view all Service and Sales Rep schedules via Clarity Mobile but limit them to only
their personal schedule. Create Quick Add lists to create orders quickly by department.
Integration
Quickly and easily integrate with QuickBooks to eliminate double entry, Merchant Warehouse to process credit cards
instantly, Constant Contact to process bulk email tasks, Warehouse Edition to manage all aspects of inventory, and
provide mobile access to customer information and employee's scheduled appointments directly from your phone or
tablet.