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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
API Access
Has API
Integrations
QuickBooks Online
Pricing Details
$20 per user per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
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
Client Management
Dispatch Management
Inventory Control
Job Management
Mobile Access
Payroll Management
Quotes / Estimates
Recurring Appointments
Routing
Scheduling
Service History Tracking
Work Order Management
Field Service Management
Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management
Scheduling
Alerts/Notifications
Appointment Scheduling
Automated Scheduling
Calendar Management
Class Scheduling
Employee Scheduling
Facility Scheduling
Group Scheduling
Interview Scheduling
Meeting Room Booking
Multi-Location
Online Scheduling
Payment Processing
Real-time Scheduling
Reservations
Resource Scheduling
Room Booking Management
Tradesman Job Management
Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking
Product Features
Auto Dealer
Accounting
Buy-Here-Pay-Here
Collections Management
Contact Database
Customer Database
Document Management
F&I Management
Financing Management
Form Printing
Inventory Management
Lease Management
New Car Dealer
New Car Lot
Online Inventory
Parts Management
Sales Management
Service Department
Used Car Lot
Website Integration
