Business Manager 365

Business Manager 365, developed by Liberty One Software, is a software solution aimed at streamlining operations and enhancing productivity for service-based businesses. According to the vendor, this comprehensive tool caters to a wide range of professions and industries, including field service technicians, IT service providers, maintenance and repair companies, construction firms, and professional services organizations. With its extensive features and capabilities, Business Manager 365 aims to empower businesses of all sizes to efficiently manage their operations and deliver exceptional service to their clients.

Key Features

Mobile Help Desk Ticket App: According to the vendor, the mobile app provides access to data and systems anytime, anywhere for remote employees and customers. It offers a dashboard approach to helpdesk and project management, allowing users to create and manage helpdesk tickets, track human resources, set geofencing, and handle time-off requests.

Barcoding: The vendor claims that this feature improves inventory control and equipment history by utilizing barcoding technology. It enables tracking and accounting for parts, inventory, and equipment throughout their lifecycle. Users can easily scan barcodes, look up helpdesk tickets, create new tickets, and review/update existing tickets.

Client Management: According to the vendor, this feature efficiently tracks and manages client information, including demographics, security processes, management integration, tasks, appointments, helpdesk and project ticket management, quick quotes, client notifications, and reporting. It aims to build an extensive knowledge base for each client, analyze buying patterns, and cater to specific client requirements.

Service Ticket Management: According to the vendor, this feature tracks, monitors, and completes customer requests while ensuring high-quality service and documenting work for litigation protection. It includes appointment management, child tickets, conflict process management, confidential ticket management, customer management tickets, document management, emergency management processes, and expenses and mileage management.

Document Management: The vendor states that this feature consolidates and organizes electronic files for easy retrieval. It tracks various documents such as contracts, project documents, pictures, emails, and specifications. Users can take advantage of search capabilities, Microsoft Excel integration, keyword tags for searching, document security, and confidential document management.

Project Management: According to the vendor, this feature streamlines all aspects of a project, including organization, scheduling, task management, parts ordering and tracking, meeting minutes, expenses and mileage tracking, change order processes, client approval tracking, and billing progress tracking. It aims to ensure projects are completed on time and within budget with comprehensive documentation.

Parts, Assets, and Inventory Management: The vendor claims that this feature efficiently manages parts, equipment, and inventory to prevent wasted spending and ensure easy retrieval. It includes a part coordinators dashboard, vendor requisition processes, parts receiving, expiring warranties and leases management, part ordering and usage, price sheets, part categorization, barcode scanning, document management, and more.

Customer Relationship Management (CRM): According to the vendor, this feature manages customer relationships, lead tracking, prospect management, active clients and contracts, proposals and contact creation, salesperson notifications, product opportunities, sales contract approvals, search capabilities, calendar processes, tasks, appointments, quick quotes, customizable contract templates, and more. It aims to provide a comprehensive view of customers, improve sales processes, and enhance customer satisfaction.

Enterprise Resource Management (ERM): The vendor claims that this feature offers a complete ERM system that integrates all modules to optimize productivity, track costs, and make informed business decisions. Modules include sales CRM, client management, purchasing, part and inventory management, appointments and calendaring, human resources, ticketing conflict management, scheduling, customer reminders, Microsoft Office integration, service and helpdesk management, project management, quality assurance, reporting and analytics, barcoding, API integrations, and more. It aims to maximize profit, protect against litigation, and drive business growth.