Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Experience daily, weekly, and monthly calendar layouts that allow you to effortlessly check resource availability and schedule tasks. Easily send or print work orders, ensuring seamless communication. The system offers flexible customization options tailored to meet the unique needs of each business. Enjoy swift and convenient access to comprehensive customer data, including complete job histories, notes, categories, custom fields, and attached images or documents. You can also record customer payments through various methods such as cash, check, or credit card, while keeping track of jobs with pending payments. Additionally, exporting customer and payment information to QuickBooks has never been simpler. This robust cloud-based scheduling solution is specifically crafted for your expanding service-centric enterprise. Equipped with powerful tools, it enhances team productivity by preventing workflow gaps and distributing workloads effectively. Set future and recurring appointments with ease, benefiting from automatic reminders to keep everything on track. Embrace the opportunity to take charge of your business operations more effectively.
Description
The Loan Master for Windows offers a comprehensive F&I system tailored specifically for automotive professionals, assisting them in every facet of vehicle and accessory sales. This software encompasses everything from prospecting tools and appointment scheduling to managing applications, tracking credit logs, and overseeing inventory, culminating in the contracting phase where it facilitates the completion of pre-printed or entirely customized documents. Users can easily modify the program to fit their needs, enabling them to adjust forms and comply with evolving laws and regulations. Additionally, it includes features for storing scanned copies of completed documents on the computer and provides Month to Date reporting for up to 85 items per transaction, along with the capability to export data to accounting programs and spreadsheets. The system also supports various payment options, allowing users to roll back payments and calculate monthly, semi-monthly, bi-weekly, or weekly payment schedules, including Life, Health, and Disability premiums, thus making it an essential tool for effective financial management in the automotive industry. Ultimately, this robust program streamlines operations, enhances productivity, and ensures compliance with financial regulations.
API Access
Has API
No
API Access
Has API
No
Integrations
QuickBooks Online
No
Pricing Details
$20 per user per month
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Integrity Data Systems
Founded
1997
Country
United States
Website
www.bizscheduler.com
Vendor Details
Company Name
leasemaster.com
Founded
1988
Website
www.leasemaster.com
Product Features
Cleaning Services
Billing & Invoicing
Yes
Client Management
Yes
Dispatch Management
Yes
Inventory Control
No
Job Management
Yes
Mobile Access
Yes
Payroll Management
No
Quotes / Estimates
Yes
Recurring Appointments
Yes
Routing
Yes
Scheduling
Yes
Service History Tracking
No
Work Order Management
Yes
Field Service Management
Billing & Invoicing
Yes
Contact Database
Yes
Contract Management
No
Customer Database
Yes
Dispatch Management
Yes
Electronic Signature
No
Inventory Management
Yes
Mobile Access
Yes
Payment Collection in the Field
Yes
Quotes / Estimates
Yes
Routing
Yes
Scheduling
Yes
Service History Tracking
Yes
Time Clock
Yes
Work Order Management
Yes
Scheduling
Alerts/Notifications
Yes
Appointment Scheduling
Yes
Automated Scheduling
Yes
Calendar Management
Yes
Class Scheduling
No
Employee Scheduling
Yes
Facility Scheduling
No
Group Scheduling
Yes
Interview Scheduling
No
Meeting Room Booking
No
Multi-Location
Yes
Online Scheduling
Yes
Payment Processing
Yes
Real-time Scheduling
Yes
Reservations
Yes
Resource Scheduling
Yes
Room Booking Management
Yes
Tradesman Job Management
Contract Management
No
Customer Database
No
Dispatch Management
No
For Builders
No
For Electricians
No
For Field Service Businesses
No
For HVAC
No
For Plumbers
No
For Roofers
No
Invoicing
No
Job Tracking
No
Payments
No
Quoting
No
Reporting
No
Scheduling
No
Time Tracking
No
Product Features
Auto Dealer
Accounting
No
Buy-Here-Pay-Here
No
Collections Management
No
Contact Database
Yes
Customer Database
No
Document Management
Yes
F&I Management
No
Financing Management
No
Form Printing
No
Inventory Management
No
Lease Management
No
New Car Dealer
Yes
New Car Lot
No
Online Inventory
No
Parts Management
No
Sales Management
No
Service Department
No
Used Car Lot
No
Website Integration
Yes