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Description
ReliaTerm offers a fully mobile sales application that incorporates payment processing features. Meanwhile, ReliaScan provides comprehensive mobile inventory management with the ability to function offline. Additional tools include Co-Pilot, the Dash “Owners report,” point of sale systems, and customer relationship management (CRM) capabilities. The platform also supports inventory control, product management, and pricing management, along with generating aged inventory reports and facilitating purchasing processes. It includes features for bar code labeling and tracking serial numbers, as well as scanning products upon receipt and during dispatch. The system generates reports on transfers and necessary moves, manages commissions and spiffs, and tracks Electronic Service Contract (ESC) submissions, including missed ESC reports. Additional functionalities consist of a cash-out journal, accounts receivable aging statements, customer deposit reports, and tools for delivery dispatch and scheduling. Users can access commission reports, inventory and accounts receivable status reports, sales tax reports, and general ledger integration. Financial statements are produced, and the platform integrates seamlessly with QuickBooks. It also features drill-down reporting tools that are exportable to Excel and searchable using Control-F. Vendor instant rebate program tracking is included, and ReliaServ is a dedicated mobile application for technicians that operates on both iOS and Android devices, allowing for scheduling and dispatching based on location. The flexibility and range of features provided by this suite make it an essential asset for businesses seeking efficient management solutions.
Description
ReliaTerm, ReliaScan, and Co-Pilot collectively form a comprehensive messaging and reminder system, while the Dash "Owners report" provides crucial insights into point-of-sale transactions and customer relationship management. Additionally, the suite includes inventory control tools, product and pricing management, as well as detailed reporting on aged inventory and purchasing activities. It also facilitates barcode labeling and serial number tracking, enabling users to scan products upon receipt and during checkout. Essential reports such as transfers and moves needed, commissions, spiffs, and electronic submissions for ESC tracking help streamline operations. Moreover, it generates cash-out journals, accounts receivable aging statements, and customer deposit reports. The system effectively manages delivery dispatch and scheduling alongside various commission and inventory reports, including A/R and sales tax documents. Integration with general ledger and QuickBooks ensures seamless financial management, while drill-down reporting tools and export options to Excel enhance data analysis. Furthermore, its search functionality using Control-F and the vendor instant rebate program tracking contribute to a well-rounded operational efficiency. Overall, this robust system is designed to meet diverse business needs effectively.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$20 per month
Free Trial
Free Version
Pricing Details
$20 per month
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
Reliable Softworks
Founded
2007
Country
United States
Website
www.reliablesoftworks.com/reliasale/
Vendor Details
Company Name
Reliable Softworks
Founded
2007
Country
United States
Website
www.reliablesoftworks.com/reliaserve/
Product Features
Point of Sale
Barcode Scanning
Commission Management
Cryptocurrency Support
Customer Account Profiles
Discount Management
Electronic Signature
Gift Card Management
Loyalty Program
Multi-Location
Restaurant POS
Retail POS
Returns Management
eCommerce Integration
Retail Management
CRM
Commission Management
Email Marketing
Employee Management
Loyalty Program
Mail Order
Merchandise Management
Multi-Location
Order Management
Purchase Order Management
Reporting/Analytics
Returns Management
eCommerce
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
Service Dispatch
Billing & Invoicing
Call Center Management
Contract Management
Customer Database
Inventory Control
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Self Service Portal
Service History Tracking
Technician Management
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