Scheduling Manager

Scheduling Manager

par Thoughtful Systems

Qui utilise Scheduling Manager ?

Les entreprises de services qui doivent effectuer le suivi des heures de travail, des comptes clients, de la paie, des activités CRM et du mappage au sein d'un programme intégré. Vous pouvez également utiliser le système pour surveiller vos leads.

Description de Scheduling Manager

Scheduling Manager, de Thoughtful Systems, facilite la gestion de votre entreprise de services. L'éditeur a développé le premier logiciel du marché destiné au secteur des services en 1987 et a continuellement amélioré son produit au fil des ans, en l'adaptant également à différents secteurs spécialisés. Les fonctionnalités étendues de la solution incluent : gestion des informations relatives aux clients, aux employés et aux équipes, codes de travail, planification des tâches, comptes clients, paie, mappage, interface QuickBooks, version mobile, etc.

Informations sur Scheduling Manager

Thoughtful Systems

https://www.thoughtfulsystems.com

Fondé en 2000

Prix de Scheduling Manager

Scheduling Manager est disponible en version gratuite et propose un essai gratuit. La version payante de Scheduling Manager est disponible à partir de 795,00 $US/unique.

À partir de

795,00 $US/unique

Version gratuite

Oui

Essai gratuit

Oui

Déploiement

Installation (Mac)

Cloud, SaaS, web

Installation (Windows)

Mobile (iOS natif)

Mobile (Android natif)

Formation

Formation présentielle

Formation en ligne en direct

Documentation

Ressources d'aide

Support en horaire de bureau

En ligne

Scheduling Manager - Fonctionnalités

Logiciels de gestion de services CVC (chauffage, ventilation, climatisation)
Accès mobile
Base de données de clients
Devis
Facturation
Gestion des expéditions
Gestion des ordres de travail
Gestion des stocks
Gestion des techniciens
Gestion des tâches
Planification
Planification de la maintenance
Routage
Suivi de l'historique des services
Base de données de clients
Comptes clients
Facturation
Gestion des ordres de travail
Gestion des stocks
Planification
Routage
Suivi des équipements
Élimination des déchets
Accès mobile
Base de données de contacts
Devis
Facturation
Gestion des contrats
Gestion des expéditions
Gestion des ordres de travail
Gestion des stocks
Planification
Recouvrement des paiements sur le terrain
Routage
Signature électronique
Suivi de l'historique des services
Suivi du temps en ligne
Accès mobile
Base de données de clients
Devis
Facturation
Gestion des expéditions
Gestion des ordres de travail
Gestion des tâches
Planification
Rendez-vous récurrents
Routage
Suivi de l'historique des services
Accès mobile
Facturation
Gestion des clients
Gestion des expéditions
Gestion des ordres de travail
Planification
Réservation en ligne
Suivi des équipements
Application mobile
Base de données de clients
Devis
Facturation
Gestion des expéditions
Gestion des ordres de travail
Gestion des stocks
Gestion des techniciens
Gestion des tâches
Planification
Routage
Suivi de l'historique des services

Avis sur Scheduling Manager

Afficher 5 avis sur 21

Note globale
4,4/5
Facilité d'utilisation
4,3/5
Service client
4,5/5
Fonctionnalités
4,3/5
Rapport qualité-prix
4,2/5
Tatiana T.
General Manager
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    Sans note
  • Support client
    5/5
  • Rapport qualité-prix
    Sans note
  • Probabilité de recommander le produit
    Sans note
  • Provenance de l'utilisateur 
  • Publié le 03/01/2012

"Great service and helpful schedule program"

Commentaires: Ask as much question as possible about every fisture at this progam, get all helpful modules for your company, save your money on your services (speedy database entrance with CALLER_ID fixture) and quality of services (NO mistakes on phone numbers, machine does entry itself, no dispatch is needed I'm ready to accept more calls now! And meet more services, it save me money from extra person in a office. Count yourself, talk to Service Department at Schedule System, and ask for DEMO version. If any question, send me e-mail, use this system myself with my dispatchers, very helpful, I don't have to run to them and explain every details anymore - they can see on thier computers screen all my notes and warnings

Avantages: I was looking around for more than a year for schedule program for our plumbing company in Toronto, Canada. Nothing was matching our needs.
Finally, I choose THOUGHTFULSYSTEM Schedule program.We met a lot of extra fixtures - phone module, different reports to make quality controls for our plumbers, ability to change the crew every time we need (to have chances to find who was at that job site and be flexible with switching the plumbers).
Sales department did a great job, Elina was very patient with me, answer right away on all my questions.
Charlie! The person who pick up the marathon from Elina to serve us, any minute I can call and I will get a help from professionals, they fixed every single peace at this program specially for us.

Inconvénients: About the program - very friendly interface! We just follow the instruction (company provided to us book with articles about every module available) This year we are sending special Christmas LETTER for every customer
Easy to control changes (assign plumbers to projects and than re-assign them because of changes happenned on the day schedule)
Make notes every time customer called us, every time next dispatcher will serve this customer she will know what the details were in a previous cases.
Any time you need to make "remind call", you make a note and on that time special window will appear to remind you to call the customer to confirm the appointment, for example.
Easy to learn the fixtures, no complication (for the first couple weeks we called to technical support - to install the program we even didn't use Network Admin, we did ourself, every workstation were installed just with all recommendation from the book-instruction provided with program

  • Provenance de l'utilisateur 
  • Publié le 03/01/2012
Lena A.
Administrator
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    Sans note
  • Support client
    5/5
  • Rapport qualité-prix
    Sans note
  • Probabilité de recommander le produit
    Sans note
  • Provenance de l'utilisateur 
  • Publié le 15/12/2011

"Scheduling Manager Review"

Commentaires: We bought Scheduling Manager 5 years ago for our plumbing business. It has been a big help in the day to day running of our business. We've been very happy with the service we've received from Thoughtful Systems. Sarah was very helpful to us. Initially, she helped us learn the program and get started inputting our data. Over the years, as we ve grown, we ve learned more and more things that the software can do. We had a few things changed for us, so that it would work exactly according to our needs. Like customizing an invoice and some of the email templates. It saves us a lot of time, and is very convenient when you need to send out Christmas cards, etc., or promotional pieces offering special offers or new service offerings. The built-in e-mail features are great! I highly recommend the software for your plumbing business, or any business you re in that requires keeping tabs on customers, assigning jobs to employees, tracking accounts.

Avantages: Over the 5 years we ve been using The Scheduling Manager, we ve found more and more features which help us save time, and even help generate new business. It s great for keeping track of the technicians. We can see all the appointments for each tech on the drag and drop calendars. This makes it much easier for us to handle existing appointments and find the right tech for a new appointment while a client is on the phone, asking for service. We found that it s much better to try and give a definite appointment time to our plumbing customers at the time they call. We used to have to call them back, and then there were problems with playing phone tag. Sometimes we lost a job altogether. Also, it s a great plus that we can send a text message straight from the software to the tech who s assigned the job, giving him the job details right on his mobile phone.

Inconvénients: Nothing I can think of right now. In the past, we found certain things we wanted that we didn t find in the software. After discussions with the folks at Thoughtful Systems, we had the software customized so that we got the features we needed. As of now, we re happy!

  • Provenance de l'utilisateur 
  • Publié le 15/12/2011
Mike N.
President
Services aux consommateurs, 13-50 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    3/5
  • Facilité d'utilisation
    3/5
  • Fonctionnalités
    4/5
  • Support client
    5/5
  • Rapport qualité-prix
    3/5
  • Probabilité de recommander le produit
    6/10
  • Provenance de l'utilisateur 
  • Publié le 06/12/2016

"Feature Rich But Needs Work"

Commentaires: Feature Rich but needs a much better UI and the ability to easily create custom reports on all the data fields. Also, needs online help for for most visible fields. Finally, unit, system and integration testing needs to be much better.

  • Provenance de l'utilisateur 
  • Publié le 06/12/2016
Erica P.
owner
Hôtellerie, 13-50 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    5/5
  • Support client
    4/5
  • Rapport qualité-prix
    4/5
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • Publié le 21/11/2019

"Great Scheduling Software!"

Commentaires: I don't know what I would do without my scheduling software. It is crucial to our daily operations. It really keeps everything organized and running smoothly. I love the feedback forms and appointment reminder feature, processing of credit cards, and being able to email clients in one shot. I love that Thoughtful Systems will customize documents for me to say and look how I want them to. There is a fee for that of course, but I believe they are one of the only companies, if not THE only company, that offers that. Thoughtful Systems really makes keeping the schedule organized a breeze.

Avantages: Houses all client and employee info
Can process credit cards right thru the software
mobile app
mapping tool
customized documents (for a fee)
can email all clients at once with the click of a button
can send appointment reminders and feedback forms for all clients each day with the click of a button

Inconvénients: yearly support is a little pricey
if i need help with something they don't always answer the phone and i have to wait for a call back
i can not edit or customize the documents by myself

  • Provenance de l'utilisateur 
  • Publié le 21/11/2019
Miriam K.
pres
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    Sans note
  • Support client
    5/5
  • Rapport qualité-prix
    Sans note
  • Probabilité de recommander le produit
    Sans note
  • Provenance de l'utilisateur 
  • Publié le 07/12/2011

"Absolutely LOVE Scheduling Manager!"

Commentaires: We started with the Basic version 6 years ago. We have upgraded as we went along to higher versions, giving us more capabilities. We're very happy with the software and the support services provided by Thoughtful Systems. It s great that you can get started with an inexpensive version and then upgrade as you grow to more and more sophisticated versions, with more features, and allowing more users, etc. It s also a plus that we could ask Thoughtful for customizations when we needed them, and they provided them to us at a reasonable cost. My businesses could not run nearly as effectively without the Scheduling Manager. It has so many features which save us time, like the automatic credit card processing and the Hopstop interface, the e-mail capability, amongst others. I would recommend it to anyone who needs to schedule a lot of clients, keep track of employees, and amounts due, as well as payroll, etc.

Avantages: The Scheduling Manager has helped us grow, and maintain efficiency, save time with the credit card processing, e-mailing, work orders and customer reminders and other useful features. Since then, we ve upgraded again, and added in some special customizations for ourselves. We also implemented the same system at our new sister companies. We didn t need to learn new software for the pet walking business or the handyman business. Now we re running the Enterprise Deluxe version for 4 companies. The e-mail marketing module helps us get new clients and encourage existing clients to re-book. We don t have to use Constant Contact any longer! We really like the support and training we get when we need it from the friendly support people at Thoughtful. Sarah, in particular, has been really great to work with. Also, we appreciate the fact that we can get custom modifications made at a reasonable cost when we need them.

Inconvénients: None that I can think of right now.

  • Provenance de l'utilisateur 
  • Publié le 07/12/2011