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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Installation firms across the United States have discovered a solution to their order management difficulties through Cilio CiO field service software. These companies sought to reduce paperwork, enhance scheduling tools, streamline mobile order management, and simplify the process of capturing purchase orders from retail partners, and we have successfully met those needs. Cilio CiO is designed to assist installers in managing a diverse range of projects, whether the job originates from Lowe’s, Home Depot, another home improvement retailer, or directly from customers, covering everything from plumbing and roofing to doors, windows, flooring, and much more. With CiO, all your job-related information is consolidated in a single location, encompassing job notes, documentation, photographs, measurements, and work schedules. Cilio CiO uniquely enables the importation and automatic population of your customized business forms. Additionally, our software provides user-friendly scheduling features with drag-and-drop functionality, comprehensive calendar views, mobile signing and sending options, and seamless integration with QuickBooks along with portals from Home Depot and Lowe’s. This holistic approach not only streamlines operations but also enhances communication and efficiency across all aspects of the installation process.

Description

The SERVICE MANAGER integrates all aspects of customer management, including proposals, work orders, scheduling, invoicing, and accounts receivable, into a singular comprehensive software solution. By incorporating In-The-Field Inspections, Calendar Scheduling, and Field Invoicing through e-finity Mobile Solutions, you can access the most effective Total Service Solution currently available! Ultimately, the goal is to reduce administrative expenses, enhance scheduling capabilities, efficiently track work orders, manage inspection reports, and improve sales profitability, all while maximizing your revenue potential. Investing in The SERVICE MANAGER is a decision that can greatly benefit your business. e-finity serves as a form-based inspection tool, where forms delineate devices accompanied by a series of questions for inspectors to answer. These inquiries can be resolved by selecting from a menu of valid responses, entering text, numbers, or dates, while auto-answer options streamline responses for Yes/No or Pass/Fail questions, with rules in place to automatically identify deficient answers. This not only simplifies the inspection process but also enhances data accuracy and overall operational efficiency.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Measure Square
QuickBooks Online

Integrations

Measure Square
QuickBooks Online

Pricing Details

$100 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

Cilio Technologies

Founded

2002

Country

United States

Website

www.ciliocio.com

Vendor Details

Company Name

Bluelight Software

Founded

1986

Country

United States

Website

www.bluelightsw.com/ServiceManager.html

Product Features

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

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

Equipment Maintenance

Customer Database
Dispatch Management
Equipment Tracking
Inventory Control
Job Management
Maintenance Scheduling
Warranty 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

Security System Installer

Billing & Invoicing
Customer Management
Document Imaging
Inventory Management
Job Costing
Lead Management
Quotes / Estimates
Scheduling
Work Order 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

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