Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
Effortlessly connect with all the essential individuals involved in a client's case, such as probation officers, parole representatives, victim advocates, and human services personnel. With ReliaTrax, you can automate monthly reports and attendance notifications, eliminating the long hours previously spent on note-taking. Counselors now have the capability to generate all necessary clinical documentation within ReliaTrax, thanks to user-friendly tools designed to streamline the documentation process. Managing your practice has never been more straightforward! You can efficiently balance accounts, bill referral sources or insurance providers, distribute monthly reports, monitor counselor performance, and much more. This innovative approach not only simplifies case management but also enhances collaboration among all stakeholders involved in a client's journey. Embrace the future of practice management with such effective solutions at your fingertips!
API Access
Has API
No
API Access
Has API
No
Integrations
Service Center
No
Pricing Details
$20 per month
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
No
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Reliable Softworks
Founded
2007
Country
United States
Website
www.reliablesoftworks.com/reliaserve/
Vendor Details
Company Name
Canyon City Solutions
Founded
2008
Country
United States
Website
www.reliatrax.com
Product Features
Field Service Management
Billing & Invoicing
Yes
Contact Database
Yes
Contract Management
No
Customer Database
Yes
Dispatch Management
Yes
Electronic Signature
No
Inventory Management
Yes
Mobile Access
Yes
Payment Collection in the Field
Yes
Quotes / Estimates
No
Routing
Yes
Scheduling
Yes
Service History Tracking
Yes
Time Clock
Yes
Work Order Management
Yes
Service Dispatch
Billing & Invoicing
Yes
Call Center Management
Yes
Contract Management
No
Customer Database
Yes
Inventory Control
Yes
Job Management
Yes
Job Tracking
Yes
Mobile Access
Yes
Routing
Yes
Scheduling
Yes
Self Service Portal
Yes
Service History Tracking
Yes
Technician Management
No
Work Order Management
Yes
Tradesman Job Management
Contract Management
No
Customer Database
No
Dispatch Management
No
For Builders
No
For Electricians
No
For Field Service Businesses
No
For HVAC
No
For Plumbers
No
For Roofers
No
Invoicing
No
Job Tracking
No
Payments
No
Quoting
No
Reporting
No
Scheduling
No
Time Tracking
No
Product Features
Mental Health
Appointment Reminders
Yes
Appointment Scheduling
No
Assessment & Treatment Plans
Yes
Billing & Invoicing
No
Claims Management
No
E-Prescribing
No
EDI
No
EMR / EHR
Yes
HIPAA Compliant
Yes
Inpatient / Residential
No
Multi-Provider Practice
No
Patient Portal
No
Personnel Management
No
Progress Notes
No
Single Provider Practice
No