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Service Desktop Pro Features |
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Contact Management |
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» Clean, Spacious & Prominent User Interface.
» Manage Contact Details for both Individuals and Companies.
» Search & Print Contacts based on multiple search criteria.
» Automatically Resize Pictures while Adding them to Contacts.
» Add Contacts and Companies to your Team List.
» Group Search Results by Multiple Search Fields. |
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Time & Activity Scheduling |
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» Schedule Appointments.
» Set Reminders on various Activities.
» Generate To-Do Lists for your Team Members.
» View Calendar on a Daily, Weekly & Monthly Basis.
» Attach Your Favourite Audio Files to Reminders.
» Set Reminders to recur at chosen Intervals.
» Search & Print Appointments & Reminders based on multiple search criteria. |
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Leads Management |
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» Register Leads / Bids / Quotations from Online and Offline Sources.
» Search Leads / Bids based on multiple search criteria. |
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Project Management |
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» Manage Project Types and Categories for quick access.
» Plan and Execute Multiple Projects and Tasks.
» Create Project Tasks.
» Allocate Projects / Tasks to Team Members.
» Manage Products and Deliverables.
» Generate Gantt Charts on projects.
» Search Projects & Tasks on multiple search criteria. |
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Billing & Expenses Management |
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» Record Billable and Non-Billable Expenses.
» Raise Invoices on Projects / Clients.
» Record Invoice Payments and Receipts.
» Search Expenses, Invoices & Receipts on multiple search criteria |
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Track Subscriptions & Favourite Resources |
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» Record Favourite Websites and Resources.
» Manage both Paid and Free Website Subscriptions / Login Information / Passwords.
» Set Reminders on Subscription Expiry. |
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Manage Digital Documents & Notes |
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» Create / Attach Notes to various Activities.
» Manage your Digital Documents.
» Attach Documents to various Activities.
» Search Notes & Documents on multiple search criteria. |
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Customer Service Management |
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» Record Bugs / Defects associated with Projects / Tasks.
» Record Project Installation details.
» Manage Project Change Requirements.
» Manage New and Additional Requirements.
» Powerful and Interactive Search options on all Activities. |
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Other Features |
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» Manage Database Settings.
» Manage System Users and Access Rights.
» Generate Extensive Reports on various Activities.
» Backup and Restore Database. |
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