Skip to content Featuresreliable_admin2019-03-29T09:34:04+00:00- ReliaTerm: Completely mobile sales app, including payments
- ReliaScan: Complete mobile inventory management with offline capability
- Co-Pilot
- The Dash “Owners report”
- Point of sale
- Customer CRM
- Inventory control
- Product manager
- Pricing Manager
- Aged Inventory report
- Purchasing
- Bar code labels
- Serial number tracking
- Scan to receive products
- Scan on way out
- Transfers/moves needed report
- Commissions
- Spiffs
- ESC tracking
- ESC electronic submissions
- Missed ESC report
- Cash-out Journal
- Accounts receivable aging and statements
- Customer deposits report
- Delivery dispatch and scheduling
- Commission reports
- Inventory as of reports
- A/R as of reports
- Customer deposit reports
- Sales Tax Reports
- General Ledger Integration
- Financial Statements
- Quick Books Integration
- Drill down reporting tools
- Exportable to excel
- Searchable with Control-F
- Vendor instant regate program tracking
- Mobile Application for Techs. Runs on iOS and Android
- Schedule/dispatch by location and skill set
- Cycle scans
- Bar code labels with customer name, order#, and schedule date
- Productivity per day reports
- Stock requests by technician
- Automated complaints and resolution
- Call Wall Schedule with drag and drop
- Parts needed list
- Inventory scans
- Quick cash sales
- Service order creation from customer purchase history or new customer
- Warranty electronic claims processing with review button
- Inventory locations: parts room, trucks
- Technician performance benchmark reports
- Schedule by town/zip for efficiency
- Exportable to excel
- Accounting integration
- Integrated Credit Card processing, including techs
- Inventory control
- Track vendor returns for credits
- First call completion rate computed automatically
- Google Maps integration
- Searchable with Control-F
- Automated status update
- Multi Techs, same job
- On-line customer “self schedule”
- Private notes
Technology and Business Processes
- Dedicated cloud server instance for your Company
- Hosted server instance at Amazon Web Services
- Cloud implementation provides access from any location, any device
- Mobile apps use Chrome Browser
- Redundancy in four data centers for your piece of mind
- Complete customer lifecycle
- CRM data
- Commission reports
- Open orders management
- Fast, modern database, fully exportable to excel, and searchable using control-F
- Backups 4 times daily plus 3 rolling days and monthly archives
- Sales lifecycle reporting
- Accounting
- User activity logs
