Create Work Orders by service type with public or private notes – not viewable by your clients.  Attach before and after photos of the work performed to document a job well done, as well as for historical reference.  Your clients will love this feature as it allows them to see the completed work without leaving their desk.  This will allow them to quickly approve your invoice for payment increasing cash flow for your business.  These before and after photos are easy and quick for your staff to take, and they are permanently stored on the e-Quest secure “cloud” servers for future reference should a dispute ever arise over the work performed.

Company Documents and forms such as sales introduction letters, service contracts, and reference lists are centrally located for your employees to access and use on the e-Quest system.  Rather than having your employees maintain company forms on their personal computer.  Your company forms are all stored in one convenient place in the “employee documents” section of e-Quest.  This way there is only one up to date version in use and only one document to update for all users as the documents require change.  No more employees sending outdated contracts, forms, and reference lists.

Order Supplies with client specific pricing.  Clients can order supplies from your company (or you can order it for them) from a drop down list of choices.  The systems flexibility allows you to charge the same or different prices for the product to each of your clients individually.  Orders are tracked from inception through delivery and billing completion.

Sending Quotes for services to your clients is a snap. Fill out a simple form, press a button and send quotes to your clients instantly. Track the Clients approval or rejection of your quote.  If approved by the client, the quote turns into an actual work order and flows through the system until billed and archived for historical reference.

Calendar Views of endless filtered lists of work orders is available at your fingertips.  Our powerful search tool displays work orders in a list form or in a day, week or monthly calendar view.  Direct links to each work order are available from either view by simply clicking on the desired work order link.
Search for work orders by work order service  type, work order status, employee that performed the work, date work performed, customer, property and many, many other predetermined and manually filtered criteria to find exactly the information that you desire.

Search for work orders by work order service  type, work order status, employee that performed the work, date work performed, customer, property and many, many other predetermined and manually filtered criteria. Our powerful search tool allows you to find exactly (and only) the information that you are looking for.

Occupancy Change Tracking.  Fully document and track move in and move outs within your clients’ buildings.  The system alerts you to verify and ensures that your supervisors have immediately reduced labor upon move out and that your billing has been adjusted.  Email notification is sent to your account rep, client (if desired) and operations and supervisory staff  to ensure complete communication to all responsible parties is achieved.

Billing. See all completed work orders that are billable but that have not yet been billed.  This is a helpful cash flow management tool available to upper management.   This tool helps ensure that the billing gets out quickly. 

Commissions Tracking.  There is no better way to increase sales than by incentivizing your employees.  Individual sales persons may require differing commission percentage rates.  Commissions are calculated as a % of the profit of each work order which is automatically calculated by eQuest.  Commissions are only payable after receipt of the total amount due from the client.  Sales reps can see up-to-the-minute totals of their commissions sorted by paid, pending payment from client and various other factors.  Your sales persons will love this feature as it puts them in control of their earnings and helps them forecast their pay without having to bother your accounting staff.  eQuest does it all for you automatically.

Property Images. Upload a photo of each of your clients’ properties.  When you or your clients are working on any form within that property, an image of the building appears in the upper right hand corner of each page as a visual reminder to ensure that you are working with the proper account.

Upload Photos and Files to each property account.  These can be special building standards or rules and regulations for that property, your service contract for that account or any other photos and files that you want to keep attached to a specific property.  Let eQuest be your storage  file cabinet.

Quality control walkthrough forms are available to document the results of your regular inspections of your accounts.  The results (if elected) can be emailed to your client to show them your proactive concern for the quality of your work.   The walkthrough inspections  are rated and scored with a standard rating system.  The scores and detailed notes are permanently stored on e-Quest for future evaluation of your performance.  Walkthrough inspections can also be made “private” so that a client may not view them for internal quality control purposes.  Walkthrough inspections can be entered directly into eQuest on site via an internet enabled handheld device (such as a Blackberry or iPhone).  This eliminates the duplicated efforts of hand writing on site and then re-entering your notes into eQuest back at the office.  It’s all done on site and immediately placed in the queue for your supervisor and to take action and respond to.

Complaints are a dirty word in the Services business.  In eQuest, these are referred to as “Service Improvement Requests” – (SIR).  SIR’s are tracked separately in e-Quest and can be monitored in many different forms.  To evaluate your performance and alert you to potential corrective measures that may need to be taken,  SIR’s can be displayed in graph form by “Supervisor” or by “Technician” to determine at a glance which supervisor or technician is having more issues than others as well as to see if a particular area supervisor’s properties’ are below standard.  Disciplinary actions or other adjustments may be needed when this SIR comparison is viewed to prevent customer dissatisfaction.  Proactive features like this are prevalent throughout e-Quest.

Supervisor Notes. Rather than having your supervisors turn in their nightly notes on a spiral binder, eQuest permanently logs them into the system and tracks responses to them by management confirming that the notes have been dealt with and the loop has been closed.

Job Costing. Instantly see how profitable your work orders are either individually, by client or in other views.  Your company overhead items are individually stored in eQuest and are applied to each work order.  Contracts and change orders are managed in a simplistic easy to read summary view.

Technician Log-In. Your technicians will log into eQuest  entering their time and materials upon completion of their last job. Alternatively, if they drive home after their last job, they can log in from home.  eQuest is up to the minute so that your profit per job can be immediately viewed on the system.

Graphs and Charts. Simple and easy pie charts and graphs in vibrant color.  Push one button and you’ve got some extremely powerful data.  Our charts detail valuable information about your sales trends, receivables, quality control, profitability and much, much more.

No software to load. eQuest is stored on our state of the art “cloud” server system.  All registered users have access to eQuest 24 hours a day, seven days a week, 365 days a year from any computer anywhere in the world with an active internet connection.

Secure.  eQuest is hosted by one of the leading data center operators in the world. The "Cloud" environment in which our clients data resides, is amongst the highest technological storage environments available today. eQuest's SSL Security Certificate encryption means that your data is transmits in a form that is illegible by anyone other than the intended recipients. Our Disaster recovery preparedness measures include Geographical redundancy which adds an additional layer of security.  You are in good hands with eQuest!.

Logging-In to eQuest is easy. Your clients and employees can log in to eQuest through  your  existing company website or by directly entering the URL.

Personalizing eQuest with your logo makes eQuest a seamless and integral part of your existing corporate identity.  Get an edge on the competition by utilizing this unique high-tech and highly effective, simple to use system.  Your clients will absolutely love it!

QuickBooks integration.  eQuest seamlessly integrates with your QuickBooks accounting software system.  If desired, work orders in the “completed to be billed” status are sent to QuickBooks at the click of a button, converting your completed work orders into QB invoices that are ready to be printed or emailed to your clients.