Service Business Software Features

Software Feature List for Scheduling Manager Gemini -- service business software

This Feature List shows which features are included with the different versions of our multi-functional employee and job scheduling software.

	Spark	Basic	Small Business	Professional	Enterprise
The max. number of employees you are able to schedule for.	2	5	1-10	Unlimited	Unlimited
Customer/CRM Features
Basic Functions	✔	✔	✔	✔	✔
Power Search	✔	✔	✔	✔	✔
Multiple Locations	✔	✔	✔	✔	✔
Browse Locations	✔	✔	✔	✔	✔
User-Defined Fields	✔	✔	✔	✔	✔
Source Field	✔	✔	✔	✔	✔
Calendars	✔	✔	✔	✔	✔
Easy Access to Other Screens	✔	✔	✔	✔	✔
Mail Merges	✔	✔	✔	✔	✔
Jobs Tab	✔	✔	✔	✔	✔
Jobs At-a-Glance	✔	✔	✔	✔	✔
Time-Stamped Notes	✔	✔	✔	✔	✔
Preferred Employee	✔	✔	✔	✔	✔
Reminders	✔	✔	✔	✔	✔
Message Intake System				✔	✔
Quality Control					✔
Sales Tracking					✔
Customer Filtering Options	✔	✔	✔	✔	✔
Tags Feature	✔	✔	✔	✔	✔
Unlimited Phones and Email Addresses for Customers	✔	✔	✔	✔	✔
Attach Files to Notes	✔	✔	✔	✔	✔
Auto Assign Zones By Zip Codes	✔	✔	✔	✔	✔
Customizable Location User-Defined Fields				✔	✔
Leads Report				✔	✔
Leads Queue					✔
Contract Feature
SQL Database
Employee Information
Basic Functions	✔	✔	✔	✔	✔
Payroll	✔	✔	✔	✔	✔
Employee Pictures	✔	✔	✔	✔	✔
Credentials/Training	✔	✔	✔	✔	✔
Manage Salespeople					✔
Employee Absence Logging					✔
Employee Time-stamped Notes					✔
Team Information
Assemble Teams	✔	✔	✔	✔	✔
Color Code Teams	✔	✔	✔	✔	✔
Team Groupings					✔
Work Codes
Maintain Service Categories	✔	✔	✔	✔	✔
Price Matrix					✔
Color by Work Code				✔	✔
Job Scheduling Software
8 Interactive Scheduling Screens	✔	✔	✔	✔	✔
Job Calendar All Teams	✔	✔	✔	✔	✔
Recurring Scheduling	✔	✔	✔	✔	✔
Job Notes	✔	✔	✔	✔	✔
Job Notes Templates	✔	✔	✔	✔	✔
One-Time Changes	✔	✔	✔	✔	✔
Entire Schedule Changes	✔	✔	✔	✔	✔
Display Options	✔	✔	✔	✔	✔
Job Completions	✔	✔	✔	✔	✔
Bulk Completions	✔	✔	✔	✔	✔
Weekly Dispatch Calendar				✔	✔
Daily Dispatch Calendar	✔				✔
Availability Calendars				✔	✔
Daily Dispatch Calendar Deluxe					✔
Dispatch Board					✔
Employee Scheduling Calendar					✔
Customer Dispatch Calendar					✔
Job Confirmation Calendars					✔
Multi-Team Job Assignments Calendar					✔
SMS Text Messaging				✔	✔
Task Manager					✔
Color by Zone	✔	✔	✔	✔	✔
Job Hours	✔	✔	✔	✔	✔
Job Status Codes				✔	✔
Job Change Prompts					✔
Include Image with Printed Job Ticket				✔	✔
Chemical Tracking
Barcoding Job Assignments Feature
Accounts Receivable
Invoices	✔	✔	✔	✔	✔
Statements	✔	✔	✔	✔	✔
Account History	✔	✔	✔	✔	✔
Combined Invoicing				✔	✔
Combined Invoicing by Frequency				✔	✔
Credit Card Processing					✔
Third Party Billing					✔
Record Sales Tax by Location	✔	✔	✔	✔	✔
Record Prices Inclusive of Tax/GST/VAT	✔	✔	✔	✔	✔
Combination Fixed Charges and Hourly Charges	✔	✔	✔	✔	✔
Advanced Reporting Features					✔
Credits Feature					✔
Split Billing
Payroll
Flexible Payroll Options	✔	✔	✔	✔	✔
Ability To Track 6 Payroll Rates and Hours	✔	✔	✔	✔	✔
QuickBooks Interface
Import/Export Interface	✔	✔	✔	✔	✔
QuickBooks RealTime
Syncing QuickBooks Customer Jobs with Locations
QuickBooks Online Data Sync Utility					✔
Xero
Xero Online Data Sync Utility					✔
Mapping Capabilities
Job Directions	✔	✔	✔	✔	✔
Optimizing Routes
Viewing Jobs on a Map
Suggest a Job Date
Microsoft Outlook Sync
Import Customers	✔	✔	✔	✔	✔
Export Jobs	✔	✔	✔	✔	✔
Estimates
Checklist-Style Estimates/	✔	✔	✔	✔	✔
Invoice-Style Estimates				✔	✔
Email Module
Email Job Reminders	✔		✔	✔	✔
Email Job Tickets	✔		✔	✔	✔
Email Invoices	✔		✔	✔	✔
Caller-ID Feature
Phone Log					✔
Caller ID Pop-ups
Equipment Manager
Record Customer Equipment Information					✔
Equipment Tracking					✔
Equipment Reports					✔
Inventory Manager
Store Item Information and Create Purchase Orders					✔
Manage Manufacturers and Vendors					✔
Import Items from QuickBooks					✔
Multi Company Feature
Multi-User Options
Multiple Users Scheduling Simultaneously
Assign Permissions to Users					✔
Permissions Templates					✔
Interface Options
Infusionsoft Interface

Service Business Software Features

Software Feature List for Scheduling Manager Gemini -- service business software

Customer/CRM Features

Employee Information

Team Information

Work Codes

Job Scheduling Software

Accounts Receivable

Payroll

QuickBooks Interface

Xero

Mapping Capabilities

Microsoft Outlook Sync

Estimates

Email Module

Caller-ID Feature

Equipment Manager

Inventory Manager

Multi Company Feature

Multi-User Options

Interface Options

Links

Software

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