Features

Bella FSM is easy to use and designed to help you manage your business more efficiently. Our efficient and well-trained team handles the hardware and software for you so that you have more time to focus on directing your operations. Spending more time on your business can only mean increased productivity, sales, and profits. Simply log into Bella Field Service Management and easily manage schedules, customers, jobs, employees, vendors, invoicing, accounting, equipment and so much more. Below are just a few features.

Work Orders

Bella work order software features allow you to easily follow jobs at every stage from estimate through payment. Update from the office or the field. Send out email and text alerts for immediate dispatch. The software dashboard provides a real-time view into the business.

Status tracking

Inspection and checklists

Text and email alerts

Parts inventory

Preventive maintenance

Image and file attachments

Scheduling and Dispatch

Drag and drop calendar for quick and easy updates. Our job scheduling software features allows you to update appointments easily.

Multiple calendar views

Recurring appointments

Color codes

Appointment reminders

Text and email alerts

Crews

Drag and Drop Calendar

Calendar

CRM

With our customer relationship management features you can easily coordinate all communications, notes, history, contacts, locations, and equipment. You can also securely log into the software at anytime and anywhere from any device.

Multiple contacts and locations

Customer portal

Assign Account Managers

Custom Reporting

Parent - Subsidiary relationships

File attachments and image uploads

Mobile Access

Real-time software access to your data from any computer, laptop, smartphone, or tablet. Make updates in real-time from the office, field or home.

All smartphones & tablets supported

iPad, iPhone, and Android compatible

Capture electronic signatures

Real time communication between the back office and field

Text and email alerts

Bella Cloud

Inventory Management

Robust inventory management tools for companies that operate with a lot of inventory. Features in the software provide real time on hand amounts. Keep track of your valuable assets.

Easily import your inventory

Multiple sites for inventory parts

Run real time inventory availability

Alerts at reorder point

Receive and transfer inventory

Inventory Management Features

Equipment Maintenance

Keep track of the maintenance you provide for your customer. Live visibility into history while onsite. Set up a recurring maintenance. Also follow your company assets assigned to your labor force.

Track multiple pieces

Assign equipment to customer locations

Equipment history while onsite

Accounting Features

Our software provides accounting features that will assist you to effectively following your finances. Stay on top of outstanding invoices so you never miss a payment again! Invoice your customers through Bella or integrate with QuickBooks if you prefer.

Track Bills, Payments, Invoices

Item list and Chart of Accounts

Profit levels

Electronic Signatures

Price Levels and Classes

Asset Management

Reporting Features

Robust reporting capabilities for all your data. Customize each report to view real time data critical to run your company. Examples:

Jobs

Customers

Profit

Sales and Expense

Marketing

Accounting

Custom Reports

Custom Reporting

Customization Features

Having the ability to customize software is critical for success. Bella is easy to use as well as very flexible to the way you do business. There is no limit to amount of customization you can do.

Unlimited custom data fields

Customizable terms

Custom Quotes, Work Orders, Invoices

Customizable customer page layout

Customizable Reports

Time Zone settings

Custom email alerts subject and body

Customization

Employee and Vendor Management

Easily create a list of employees and vendors (subcontractors) for your business with our online solution. Employees and vendors may be designated as a field resource and assigned to jobs.

Sharable calendar

Personal dashboard

Time and expense sheets

Time Zone settings

Data Security

Rest assured that your data is secure. Our hosting partner Amazon Web Services uses the latest in firewall, encryption, and intrusion detection technologies. Bella FSM is continually backed up so that data can easily be restored if the need arises.

User Roles

Admin users

Standard users with access settings

Tier One hosting at Amazon Web Services

Daily backups

Data Security