Service Business Software Features

Below is the Feature List for the Scheduling Manager Gemini for service businesses.

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

  Small BusinessProfessionalEnterprise
The number of employees you are able to schedule for. 1-10Unlimited Unlimited

Customer/CRM Features

Basic Functions/wp-content/uploads/2015/04/play-btn.png✔✔✔
Power Search/wp-content/uploads/2015/04/play-btn.png✔✔✔
Multiple Locations/wp-content/uploads/2015/04/play-btn.png✔✔✔
Browse Locations ✔✔✔
User-Defined Fields ✔✔✔
Source Field ✔✔✔
Calendars ✔✔✔
Easy Access to Other Screens ✔✔✔
Mail Merges ✔✔✔
Jobs Tab ✔✔✔
Jobs At-a-Glance/wp-content/uploads/2015/04/play-btn.png✔✔✔
Time-Stamped Notes✔✔✔
Preferred Employee/wp-content/uploads/2015/04/play-btn.png✔✔✔
Reminders/wp-content/uploads/2015/04/play-btn.png✔✔✔
Message Intake System/wp-content/uploads/2015/04/play-btn.png✔✔
Quality Control/wp-content/uploads/2015/04/play-btn.png✔
Sales Tracking/wp-content/uploads/2015/04/play-btn.png✔
Customer Filtering Options/wp-content/uploads/2015/04/play-btn.png✔✔✔
Tags Feature/wp-content/uploads/2015/04/play-btn.png✔✔✔
Unlimited Phones and Email Addresses for Customers/wp-content/uploads/2015/04/play-btn.png✔✔✔
Attach Files to Notes/wp-content/uploads/2015/04/play-btn.png✔✔✔
Auto Assign Zones By Zip Codes/wp-content/uploads/2015/04/play-btn.png✔✔✔
Customizable Location User-Defined Fields/wp-content/uploads/2015/04/play-btn.png✔✔
Leads Report✔✔
Leads Queue✔
Contract Feature/wp-content/uploads/2015/04/play-btn.png
SQL Database

Employee Information

Basic Functions  ✔✔✔
Payroll ✔✔✔
Employee Pictures ✔✔✔
Credentials/Training ✔✔✔
Manage Salespeople/wp-content/uploads/2015/04/play-btn.png✔
Employee Absence Logging/wp-content/uploads/2015/04/play-btn.png✔
Employee Time-stamped Notes✔

Team Information

Assemble Teams ✔✔✔
Color Code Teams ✔✔✔
Team Groupings/wp-content/uploads/2015/04/play-btn.png✔

Work Codes

Maintain Service Categories ✔✔✔
Price Matrix✔
Color by Work Code/wp-content/uploads/2015/04/play-btn.png✔✔

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/wp-content/uploads/2015/04/play-btn.png✔✔
Daily Dispatch Calendar/wp-content/uploads/2015/04/play-btn.png✔
Availability Calendars/wp-content/uploads/2015/04/play-btn.png✔✔
Daily Dispatch Calendar Deluxe/wp-content/uploads/2015/04/play-btn.png✔
Dispatch Board/wp-content/uploads/2015/04/play-btn.png✔
Employee Scheduling Calendar/wp-content/uploads/2015/04/play-btn.png✔
Customer Dispatch Calendar/wp-content/uploads/2015/04/play-btn.png✔
Job Confirmation Calendars✔
Multi-Team Job Assignments Calendar✔
SMS Text Messaging/wp-content/uploads/2015/04/play-btn.png✔✔
Task Manager/wp-content/uploads/2015/04/play-btn.png✔
Color by Zone✔✔✔
Job Hours/wp-content/uploads/2015/04/play-btn.png✔✔✔
Job Status Codes/wp-content/uploads/2015/04/play-btn.png✔✔
Job Change Prompts/wp-content/uploads/2015/04/play-btn.png✔
Include Image with Printed Job Ticket✔✔
Chemical Tracking
Barcoding Job Assignments Feature/wp-content/uploads/2015/04/play-btn.png

Accounts Receivable

Invoices ✔✔✔
Statements ✔✔✔
Account History ✔✔✔
Combined Invoicing✔✔
Combined Invoicing by Frequency/wp-content/uploads/2015/04/play-btn.png✔✔
Credit Card Processing/wp-content/uploads/2015/04/play-btn.png✔
Third Party Billing/wp-content/uploads/2015/04/play-btn.png✔
Record Sales Tax by Location/wp-content/uploads/2015/04/play-btn.png✔✔✔
Record Prices Inclusive of Tax/GST/VAT/wp-content/uploads/2015/04/play-btn.png✔✔✔
Combination Fixed Charges and Hourly Charges/wp-content/uploads/2015/04/play-btn.png✔✔✔
Advanced Reporting Features/wp-content/uploads/2015/04/play-btn.png✔
Credits Feature/wp-content/uploads/2015/04/play-btn.png✔
Split Billing

Payroll

Flexible Payroll Options ✔✔✔
Ability To Track 6 Payroll Rates and Hours ✔✔✔

QuickBooks Interface

Import/Export Interface  ✔✔✔
QuickBooks RealTime/wp-content/uploads/2015/04/play-btn.png
Syncing QuickBooks Customer Jobs with Locations
QuickBooks 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//wp-content/uploads/2015/04/play-btn.png✔✔✔
Invoice-Style Estimates✔✔

Email Module

Email Job Reminders/wp-content/uploads/2015/04/play-btn.png✔✔✔
Email Job Tickets ✔✔✔
Email Invoices ✔✔✔

Caller-ID Feature

Phone Log/wp-content/uploads/2015/04/play-btn.png✔
Caller ID Pop-ups

Equipment Manager

Record Customer Equipment Information✔
Equipment Tracking/wp-content/uploads/2015/04/play-btn.png✔
Equipment Reports✔

Inventory Manager

Store Item Information and Create Purchase Orders /wp-content/uploads/2015/04/play-btn.png✔
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

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