ManageMart

Time is money! We works daily on minimizing the time and efforts while maximizing the productivity of your business. We uses customer feedback to secure the best performance to the users. ManageMart.com is Cloud Field Service Management software is a best solution that can help your business to grow. Powerful CRM, Invoicing, Estimating, Scheduling, Billing, Tracking, Routes, Issues, Client Portal&Multi user login. Full financial, tax and management reports necessary to maintain clear cash flow. 

Online Payments

Why wait to be paid? With every invoice you email, your customers can pay online- instantly! When a customer pays you, ManageMart will: Mark it paid, save the payment info, apply the payment to their account, alert you of a payment, and save the data for your reports! ManageMart currently takes advantage of Stripe and PayPal for online payments. You can create an account within ManageMart if you do not currently utilize Stripe or PayPal. We are currently in the process of adding additional payment gateways- so we will be updating our list very soon!

Informative Dashboard

The first stop of your day is the dashboard. ManageMart’s dashboard is packed with a lot of information to help you keep on top of everything with your business. The activity feed tells you everything that has recently happened, letting you see when other users have logged in, and what actions they have done. You can even tell if a customer has viewed, or paid an invoice. The dashboard also shows any recent announcements regarding the program and is also a great way for ManageMart to inform you of updates, new features, or any special events we may be doing. The Account Standing section enables you to get a quick view of finances. Your dashboard gives you a snapshot of your recent invoices, payments, events/jobs, estimates all presented in a clean, simple format for you.

Calendar and Scheduling

Need to set up reoccurring service visits, or even one time stops? No problem! Allow service visits to become an invoice when you mark it complete. Color code your schedule to help you plan and view your day the way you want. Need to delay an event, or move it? Just drag and drop to the day you want. If it is a reoccurring event you can choose to move one event or all future events. The history of every event is saved on the calendar, and in the customer profiles. You can add notes, or additional services to each event. Print your daily list by crew, employee, or all jobs for that day. If you have multiple crews, you can drag and drop events between crews.

Invoices and Estimates

Whether you create invoices automatically through the calendar, or manually, you should have the best looking invoices with the most information for your customers. Have as many items on an invoice as you want, for as many assets as you require. Upload as many images as you want to an invoice, send by email or SnailMail with the click of a button. All invoice history is recorded for you. You can see when a client views them, and any editions you have made. Payment history is saved on the invoice, as well as your customer’s profile, and also in reports. Estimates are just as easy! Your logo is also included on every invoice and estimate.

Customer Management

With customer profiles, you can keep track of everything related to your customers. You can have multiple assets for each customer. Assets can be their property that you service, a location they want you to service, a building or rental property, the list goes on for options for assets. The customer profiles keep a history of all service visits you had for them. The program also stores all payments, invoices, events, notes, images, maps, any personal info you want, and more!

Client Dashboard

Every time you send your customer an invoice or estimate, they will be linked to their own client dashboard. Here, they will see anything regarding their account with you; Invoices, estimates, payment history, images you have uploaded, upcoming service visits and more. Allow customers to pay online with the click of a button. Give your customer the confidence in your company by looking like the big guys!With the Client Login Widget, your customers can login to their account directly from your website! This is offered to all premium account users for no addition cost!

Notifications and Logging

ManageMart’s logging system lets you see when other users have logged in, what actions have taken place, notifies you when a customer has viewed or paid an invoice, sends you an alert when a customer accepts an invoice, and you will even receive automatic notifications from support.

Employee Management

Employee profiles are designed to save all of the information regarding your staff. Want to track equipment assignments? Track that here! A full detailed history of any expense regarding your staff is also stored in their profile. ManageMart also allows a robust account access system that allows you to set access levels for your staff. You are able to create accounts for your employees or even a service reps with the freedom to set limits for what they can view. There are a variety of control settings that allow you to run your business with precision.

Items and Services

Store an unlimited number of inventory items and services. Track your services and stock by adding an item to an invoice and it will automatically deduct from your inventory. Never be caught off guard with missing items to sell. Services allow you to quickly add a service to an invoice with all the details auto-filled. Tax information can also be input to inventory or service items and will automatically be applied to invoices and stored for your tax reports.

Equipment

Manage all your equipment easily, and in full detail. Track repairs, and the cost that goes with them. Assign equipment to employees and monitor their history. Create maintenance dates for your equipment and record the maintenance for your history. Upload images, and save part numbers. ManageMart handles everything regarding your equipment management needs.

Custom Fields

Need to remember gate codes for customers? Like to save personal information to seem more one on one with clients, like pet names or children names? Do specific tasks for some clients but not others? Custom fields allow you to add additional information and items to any area of the program. Have the freedom with ManageMart to add additional fields to your customer profiles, invoices, events, staff pages, anywhere.

Time Tracking

Your time matters! Track your jobs with ease, right on the calendar. You can start and stop a job as many times as you need for a detailed list of your working hours. Start a job from your phone, and stop it later, no need to leave your phone or PC running, we keep track of it for you. Have several time clocks running simultaneously for convenience.

Expenses

Expenses are hard to keep track of, let us do it for you! Expenses can be categorized and assigned to customers, equipment, or staff. Tax information will be kept for your reports. Add any notes to any expense; know why you made that purchase. Save the method of payment you used, and the date, expenses can be edited as needed.

Routing

ManageMart can find the best route for your day. Our system will rearrange the order of events you have, and give you the fastest route to each stop. You also have the power to rearrange events however you prefer. You can drag and drop events, or put in specific times-manage your day, the way you want.

Level Billing

Charge a monthly fee for your clients? No problem. You can set up an invoice template for each customer, and when you are ready to bill, just click a button. All invoices are generated automatically with the details you want. You can also see a history of each template and how many times you have used it. Imagine being able to finish your monthly invoices in less than a minute- this can be a reality with this tool!

Reports 

Know your profit/loss and send your tax information to your accountant with the click of a button. See who is past due, and how much is owed. Know which of the items and services you sell that make the most money, and keep track of what may be costing you money. ManageMart’s reports cover everything your company does, in a clean simple format.

Documents

Do you want to send contracts, or newsletters?

With the Documents section you can do this like a Pro!

Send any document by email, print and mail, or even by our SnailMail option! When you send by email, your customer views it right in their account dashboard. They can see any document you ever send them this way!

Quick Dispatch

With Dispatching, quickly add jobs to your calendar for the day. This is a perfect solution for Snow Plow Companies! With just a few clicks, you can put any list of customers you need to service on your calendar!