Bella FSM Mobile 1.0

Bella FSM offers a user-friendly platform designed to streamline the management of your field service operations. Its intuitive interface aims to enhance efficiency, enabling users to allocate more time toward increasing productivity, expanding sales, and maximizing profits. The system provides comprehensive benefits, including improved organization, more effective company management, increased acquisition of contracts, higher customer satisfaction, and revenue growth.

Bella FSM is suitable for a diverse range of service industries, such as:

• Handyman services
• Cleaning services
• HVAC contracting
• Lawn care
• General contracting
• Plumbing
• Tree care
• Pool servicing
• Painting contracting
• Roofing
• Appliance repair
• Window cleaning
• Carpet cleaning
• Gutter services
• and other service-based businesses...

The platform encompasses several notable features:

CRM:

• Maintains communication history
• Handles multiple contacts and locations
• Supports file attachments and image uploads
• Records job history for comprehensive tracking

Work Orders:

• Tracks work orders through every phase, from estimate to payment
• Allows real-time updates on work orders
• Sends email and text alerts for prompt dispatching
• The dashboard offers an instant overview of ongoing operations

Inventory Management:

• Monitors valuable company assets effectively
• Provides real-time inventory availability on-site
• Supports multiple locations for parts management
• Facilitates receiving and transferring inventory supplies
• Sends reorder alerts when stock levels are low

Equipment Maintenance:

• Manages service history related to customer equipment
• Provides live access to maintenance records during onsite visits
• Enables scheduling of recurring maintenance tasks

Employee and Vendor Management:

• Includes a shareable calendar for scheduling
• Offers personal dashboards for individual performance monitoring
• Supports time and expense tracking sheets
• Adjusts settings according to different time zones

Accounting Features:

• Tracks bills, payments, and invoices efficiently
• Manages item lists and chart of accounts
• Provides insights into profit levels
• Enables electronic signatures for approvals and agreements
• Powers price levels and categorization of services by classes
• Helps maintain oversight of outstanding invoices to ensure timely payments

The system facilitates remote management of field service operations, including oversight of technicians and job status from any location at any time. Accessing Bella FSM’s mobile app allows seamless management of jobs, customer information, tasks, and more—empowering your business to operate with greater flexibility and efficiency.