Bella Solutions Reviews & Pricing

Key Features

• Contact Database:  Create and store a central database of all contacts, including details like address, phone number, email ID and more. Categorize contacts into employees, technicians, third-party vendors and customers. Maintain vital information related to each contact in a single place. 
• Work Order Management:  Create and schedule new jobs and update details of existing work orders. View work order progress and payments statuses. Track job costs and expenses and maintain employee payroll from a central dashboard. 
• Scheduling and Dispatch:  Schedule jobs by field staff’s availability, open time slots and nearest available resource for an open work order. Manage all staff and work orders centrally with a color-coded calendar to define timesheets for all field staff members and job statuses. Integrate with Google Maps for directions and route optimization. 
• Inventory Management:  Keep track of equipment, tools and machinery available in storage as well as assigned to field staff. Track usage to predict wear-and-tear, repairs and replenishments. 
• CRM:  Manage multiple contacts, multiple locations, equipment, price levels, job details and job history for each contact from a central interface. Engage both potential and existing customers using CRM functionalities. 
• Service History Tracking:  Maintain and access service history records for each customer along with details like address, order requests, resources used, photos and invoices. 
• Contract Management:  Create and maintain contracts and agreements with customers and vendors to facilitate long-term relationships, smooth service delivery and greater customer satisfaction. 
• Accounting:  Create estimates, quotes, work orders and invoices using customizable templates. Get seamless integration with QuickBooks to manage accounting operations, track transactions, handle price levels and more. Import and export data using standard spreadsheet formats. 
• Client Portal:  Enable customers to submit work order requests, view open jobs, access invoices, pay bills and check service history. 
• Mobile Access:  Get full mobility and real-time accessibility with native apps for iOS, Android and Windows. 
• User Roles and Admin Access:  Define and set up access levels for standard users such as employees and vendors to control the modules accessible by them. Access all modules of the software as an admin to get complete visibility. 
• Reports:  Access data-rich reports for all aspects of business such as job profits, lead generation, revenue generation, marketing ROI, payroll, invoice, transaction, timesheets and more. Customize reports to view real-time data and handle critical decisions. 

Limitations

•  Search functionality is limited 
•  More robust accounting module is needed 
•  Occasional glitches are reported. 

Suite Support