SDS Tracker

Improve your profits and customer relationships by tracking customer account activity.

SDS Tracker is designed to support the needs of a business wanting to track its relationships with customers. Each module is integrated to provide cross information to other modules, providing the best possible service and support to your customer. Tracker is ideal for businesses with multiple service or repair technicians servicing a multitude of customers. The system has separate administration features for reporting and system maintenance. Security options enable control of how an individual employee uses the system.

• Record & Track Service Requests
• Track Sales Opportunities & Interactions
• View Customer History
• Record Service & Sales Details
• Track Inventory per Job
• Assign a Priority to Each Request

See Testimonials

Sales Module

Do you have difficulty tracking your sales opportunities? Do you lose leads because someone forgot to follow up in a timely manner? SDS Tracker Sales Module eliminates these problems and gives your company the leading edge on profitable sales.

• Monitor and report opportunities through their various stages
• Track interactions with your customers
• Develop new opportunities while logging an interaction with your customer
• "Single Click" creation of follow up calls
• Record specific sales-related comments for your customer or contact
• Create unlimited customers and unlimited contacts for a customer
• Link to interfaces such as Microsoft Word and e-mail
• Create custom mail merge documents available for each customer
• Mark interactions as private when there is sensitive information
• View team or individual opportunities and see upcoming scheduled follow ups
• Open previously saved customer files or quotes with one click
• View Customer Sales and Service history on one screen

Service Module

Are you trying to manage requests from multiple customer accounts? Have you lost control of providing adequate customer satisfaction with each request? Organize and monitor these requests so your company emerges as a leader in your industry.

Track

• Track your customers calls and record their service requests
• Track your technicians labor hours and a detailed description of work
• Track your service history for customers
• Track inventory items per job

Features

• Send automated notifications to field service personnel on new work requests
• Assign priority levels to aid with scheduling
• Sort open requests by customer, region or assigned technicians
• Set up reminders or pop-up notices per customer
• Optional contract billing rates for a customer or a project
• Manage mail groups for marketing mailings

Print

• Print customer and inventory reports
• Print billing reports for an individual job or for a batch of jobs
• Print administration and technician productivity reports