DoorPack Overhead Door Service Software
DoorPack Software is designed to address the unique needs of both residential and commercial overhead door dealers as well as docks and specialty door dealers. DoorPack links seamlessly with the popular Quick Books software product line which provides dealers with a simple-to-use and easy-to-learn solution for quick customer history, quote preparation, work order scheduling, advertising and marketing.
As a Quick Books Silver Developer partner Fireline Systems has created DoorPack Software with a seamless link into Quick Books Software for all accounting functions. This makes it easy for an existing Quick Books user to add DoorPack Software and take advantage of all the specific door dealer features.
DoorPack Software eliminates the typical duplicate entry issues that tend to waste valuable time by owners and their employees. With DoorPack you are able to continue using all of your familiar Quick Books accounting processes …with the added convenience of DoorPacks expanded customer database history features including: Tracking multiple customer locations, retail sales, work order history, installed customer equipment lists, detailed quote history, scanned attachments for before/after pictures, scanned customer signed work orders and any other type of customer document. This streamlines your office process and leads to eliminating much of the daily hunting for paperwork.
DoorPack Software provides three main modules with it’s connection to Quick Books:
The Service/ Installation Work Order Module allows the user to quickly find any Quick Books customer and review their complete customer history on one screen. DoorPack’s design eliminates the need to search through multiple menus to quickly find what you are looking for. You can also drill down into the detail of any past work orders or quotes for reference. DoorPack also tracks each customers installed equipment ( just in case a replacement part is required) along with maintenance schedules, unlimited contacts, agreements, notes, sales activities, attachments, and phone call history.
Work orders for service calls and new installs can be printed and scheduled on Microsoft’s Outlook calendar software for all of the computers connected to the network. Using Outlooks easy drag-and-drop features the work orders can be quickly assigned to a new service technician. When the work orders are completed the labor and parts used can be entered. Each completed work order will automatically create an invoice, estimate or sales order in Quick Books to eliminate the duplicate entry required for billing. This speeds up the normal billing process, reduces the amount of clerical entry and increases cash flow.
The Sales/ Quote Module provides a powerful alternative for the door dealer to automate their quoting process. DoorPack Software is one of the only software tools which allows the door dealer to prepare residential and commercial customer quotes for multiple door manufacturers and multiple product lines. There are three methods provided for quotes in DoorPack: hand-quotes, Excel imported quotes and DoorPack created quotes.
The quoting module provides a simple tiered method of quoting allowing the selection by manufacturer, by module, by option and then by option item. Pricing is automatically updated using the manufacturer’s multipliers. Quotes can be reviewed using multipliers and/or gross margin assumptions. After quotes are printed in DoorPack they are tracked in the customer’s history record. With a simple click of the mouse an existing quote can be turned into an installation work order for scheduling and billing.
DoorPack’s Business Marketing Module gives the door dealer the ability to track the source of each incoming call to better manage their monthly advertising expenses. It also provides a method for creating customer and prospect mailing labels and various mail merge letters for promotions, etc. The tasking feature for DoorPack links directly with Microsoft Outlook to provide management and the staff with a handy “ToDo” list feature tracking project deadlines and assignments.
Finally DoorPack wraps the entire software product together with a powerful company-wide Informational Dashboard. From one single screen DoorPack allows you to quickly see a snap-shot of your entire company with the ability to drill into the details. This one tool alone streamlines the entire door dealer’s daily operation.
If you are looking for a software solution specifically designed for door dealers which seamlessly links to your Quick Books you owe it to yourself to request an online demonstration of Fireline’s DoorPack Software.
