Software Features

Bella FSM is easy-to-use and designed to help you manage your business more efficiently. Our efficient and well-trained team manages the hardware and software for you so that you have more time to focus on directing your business. Spending more time on your business can only mean increased productivity, sales, and profits. After creating your username and password, simply log into Bella Field Service Management and easily manage schedules, customers, work orders, employees, vendors, invoicing, accounting, equipment and so much more. Below are just a few features of our easy-to-use yet robust solution.

Work Order Software

Job Management

Bella work order software allows you to easily create and manage jobs at every stage from estimate, to work order, to invoiced, to paid. It also enables you to update jobs from the office or field. The job dashboard provides a real-time view into the business.
    Work Order Software
  • Customizable work order form
  • Unlimited custom data fields
  • Maintenance and service contracts
  • Text and email alerts
  • Job status tracking
  • Job status and job priority color codes
  • File attachments and image uploads

Scheduling | Dispatching

Quickly schedule new jobs and update existing jobs directly on the calendar. It also allows you to update job appointments easily with drag and drop capabilities.
  • Multiple calendar views
  • Color coded calendar
  • Schedule summary report
  • Recurring appointments
  • Crew management
  • Mapping
  • Text and email alerts
  • Appointment reminders

Customer Relationship Management | CRM

Easily manage all communications, notes, jobs, contacts, locations, and equipment. You can also securely access data anytime, anywhere from any computer, laptop, smart phone, or tablet.
Bella FSM Free Trial
  • Unlimited custom data fields
  • Customizable page layout
  • Optional customer portal access for self service
  • Ability to assign Account Managers to customers
  • Job history
  • Multiple contacts and locations per customer
  • Parent/Subsidiary relationships
  • Invoicing
  • File attachments and image uploads

Mobile Access

Real-time access to your data from any computer, laptop, smartphone, or tablet. Update data in real-time from the office, field or home.
Mobile Service Software

  • Access from all smartphones and tablets
  • iPad, iPhone, and Android compatible
  • Capture electronic signatures
  • Real time communication between the back office and mobile workforce

Equipment Tracking

Equipment tracking for businesses who provide service for onsite customer equipment.

  • Track service history for equipment
  • Set up recurring equipment maintenance schedule
  • Assign equipment to a specific customer location

Inventory Management

Robust inventory management tools for businesses who work with a lot of inventory parts.

  • Easily import your inventory into Bella
  • Manage multiple locations for inventory parts
  • Alerts when inventory part reaches reorder point

Quotations | Estimates | Proposals

Easily create and track estimates to determine where to spend your efforts and maximize sales. One click converts an estimate into a work order.

  • Create estimates onsite or over the phone
  • Customizable estimate form
  • Capture eSignature on estimates

Invoicing / Accounting

There is no need to completely rely on QuickBooks anymore for your accounting needs, since Bella provides superb accounting features that will help you effectively manage your businesses finances. These accounting features include the ability to easily create invoices to invoice your customers upon completion or partial completion of jobs for immediate payment. Bella also has the capability to easily track open, outstanding, and paid invoices so you never miss a payment again!

  • Customizable invoices
  • Capture eSignature on invoices
  • Job Profit reports
  • Item List
  • Chart of Accounts
  • Price Levels
  • QuickBooks Integration

Reporting

Robust reporting capabilities for all your data. Bella allows you to customize each report to view real time data critical to run your business. All data lists have custom report capabilities.

  • Job Reports
  • Customer Reports
  • Marketing Reports
  • Payroll
  • Timesheets
  • Accounting Reports

Customization

  • Unlimited customizable data fields
  • Customizable terms
  • Customizable customer page layout
  • Custom forms
  • ID’s are customizable for customers, jobs, locations, equipment, etc…
  • Time Zone settings

Employee and Vendor Management

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

  • Assigned equipment tracking
  • Scheduling and dispatch
  • Personal dashboard
  • Timesheets

Data Security

Rest assured that your data is secure. We use the latest in firewall, encryption, and intrusion detection technologies. The system is continually backed up so that data can easily be found if the need arises.

  • User Roles
  • Admin user access
  • Standard user access
  • Customizable access settings per standard user

 

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