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 BusinessProfessionalEnterprise
The max. number of employees you are able to schedule for. 2  5  1-10Unlimited Unlimited

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

Employee Information

Basic Functions ✔ ✔ ✔✔✔
Payroll ✔ ✔ ✔✔✔
Employee Pictures ✔ ✔ ✔✔✔
Credentials/Training ✔ ✔ ✔✔✔
Manage Salespeople Watch movie ✔
Employee Absence Logging ✔
Employee Time-stamped Notes ✔

Team Information
Assemble Teams ✔ ✔ ✔✔✔
Color Code Teams ✔ ✔ ✔✔✔
Team Groupings Watch movie ✔

Work Codes
Maintain Service Categories ✔ ✔ ✔✔✔
Price Matrix ✔
Color by Work Code Watch movie ✔✔

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 Watch movie ✔✔
Daily Dispatch Calendar Watch movie ✔ ✔
Availability Calendars Watch movie ✔✔
Daily Dispatch Calendar Deluxe Watch movie ✔
Dispatch Board Watch movie ✔
Employee Scheduling Calendar Watch movie ✔
Customer Dispatch Calendar Watch movie ✔
Job Confirmation Calendars ✔
Multi-Team Job Assignments Calendar ✔
SMS Text Messaging Watch movie ✔✔
Task Manager Watch movie ✔
Color by Zone ✔ ✔ ✔✔✔
Job Hours Watch movie ✔ ✔ ✔✔✔
Job Status Codes Watch movie ✔✔
Job Change Prompts Watch movie ✔
Include Image with Printed Job Ticket ✔✔
Chemical Tracking
Barcoding Job Assignments Feature Watch movie

Accounts Receivable
Invoices ✔ ✔ ✔✔✔
Statements ✔ ✔ ✔✔✔
Account History ✔ ✔ ✔✔✔
Combined Invoicing ✔✔
Combined Invoicing by Frequency Watch movie ✔✔
Credit Card Processing Watch movie ✔
Third Party Billing Watch movie ✔
Record Sales Tax by Location Watch movie ✔ ✔ ✔✔✔
Record Prices Inclusive of Tax/GST/VAT Watch movie ✔ ✔ ✔✔✔
Combination Fixed Charges and Hourly Charges Watch movie ✔ ✔ ✔✔✔
Advanced Reporting Features Watch movie ✔
Credits Feature Watch movie ✔
Split Billing

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

QuickBooks Interface
Import/Export Interface ✔ ✔ ✔✔✔
QuickBooks RealTime Watch movie
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/ Watch movie ✔ ✔ ✔✔✔
Invoice-Style Estimates ✔✔

Email Module
Email Job Reminders Watch movie ✔   ✔✔✔
Email Job Tickets ✔   ✔✔✔
Email Invoices ✔   ✔✔✔

Caller-ID Feature
Phone Log Watch movie ✔
Caller ID Pop-ups

Equipment Manager
Record Customer Equipment Information ✔
Equipment Tracking Watch movie ✔
Equipment Reports ✔

Inventory Manager
Store Item Information and Create Purchase Orders Watch movie ✔
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