What information can be loaded into our system?
You can load basic customer information – name, contact, phone, email and address. In addition you can load past work history, equipment (make/model/filter sizes/etc) and service agreement information.
What information can be exported out of our system?
The current version you can export the repair task table – all individual repair tasks along with the parts associated with them. This is exported into a CSV (comma delimited file). In addition you can export Service Agreement and Invoice Reports.