Customer

• Management of customers and its contacts;
• Management of customer properties;
• Customer's address validation;
• Automatic validation of a possible duplicate entry;
• Search customers neighbors by street, city, postal code and proximity on the map;
• Management of customer calls with follow-up;
• Mass mailing and direct mail advertising;
• Management of its surfaces and its trees and shrubs;
• Management of its external documents directly into his card;
• Fast and easy visualization of the cost of service offered according to the his information entered;
• Quick access to all contracts, invoices, payments, etc.
• Management of the credit cards and its preautorised payment information, all encrypted in the database;
• Customer's bank: money set aside;
• Customer's statement of account; and
• Synchronizing customers with Acomba.

Contract

• Contract management;
• Mass generation of contracts according to your criteria;
• Management of contract templates;
• Management of contract proposals with customized display;
• Management of the contract's services and service plans;
• Management of the contract's invoices;
• Generating service related invoices with the possibility of installments;
• Generating contract's invoices with the possibility of installments;
• Mass renewal of contracts with possibilité of increase;
• Automatic renewal of desired contracts;
• Management of external contract documents; and
• Simple visualization of services versus invoices for balancing.

Service / Services Plan

• Management of services of a service plan;
• Management of work orders;
• Management of the service surfaces;
• Management of the service trees and shrubs;
• Management of the service products with automatic update of the inventory;
• Management of the service discounts;
• Hourly rates, fixed amount, calculated by surface or calculated by trees and shrubs type of service;
• Statistics estimated time versus actual time; and
• Management of technician's notes.

Route

• Route optimization;
• Management of dynamic routes;
• Management of fixed routes;
• Visualization of routes on a map with instructions; and
• Generation of the "when needed" work orders for services such as snow removal.

Production

• Management of work orders;
• Management of the execution teams with the team leader;
• Management of the used vehicle's load;
• Management of other services performed and products used;
• Management of the conditions;
• Automatic generation of invoices for services per hour when completed; and
• Fast entry of the production with the 2D barcode reader.

Invoice

• Management of the invoices and its installments;
• Customizing invoice details;
• Link an invoice to a service for a delivery during the production;
• Installments generator;
• Fast entry of the invoice payment or of certain installments;
• Management of the invoice payments;
• Management of the invoice adjustments;
• Mass invoice emailing or printing;
• Reversing of an invoice;
• Placing an invoice in the bad debts; and
• Mass exportation of invoices in Acomba.

Payment

• Management of payments and advance payments;
• Automatic generation of credit card payments and pre-authorized payments;
• Generation of the file used for pre-authorized debits according to the standards of the Canadian Payroll Association (CPA);
• Payment deposits;
• Payment excess placed in customer's bank or refund;
• Management of the payment's credit card with data encryption;
• Pay by credit card directly online without going through a device;
• Send by Email and print the payment receipt with credit card transaction information;
• Closure of months; and
• Mass exportation of payments and advance payments in Acomba.

Deposit

• Automatic creation of payment deposits;
• Printing the deposit slip for the bank deposit;
• Distribution of amounts by type of payment: payment, prepayment, redemption by check, surplus put in the customer's bank, etc.
• Mass exportation of deposits in Acomba as deposit, writing and check inscription according to the distribution of amounts; and
• Formalization of advance payments in Acomba.

Adjustment

• Management of adjustments;
• Automatic creation of adjustments for insufficient funds (NSF);
• Automatic creation of adjustments for bad debts;
• Automatic creation of adjustments to simulate the advance payments as Acomba does not accept payment without invoice;
• Creating a credit or an other invoice adjustment on any ledger account;
• Detailed printout of the list of adjustments; and
• Mass exportation of adjustments in Acomba.

Employee

• Management of departments;
• Management of employee schedules;
• Team management;
• Management of employees;
• Management of access rights to the system;
• Management of the employee's supplies / equipment;
• Management of the employee's notes : absences, leave, etc.;
• Management of the employee's external documents; and
• Synchronization of employees and vendors with Acomba.

Vehicle

• Vehicle management;
• Management of reservoirs and their location;
• Vehicle's cargo load with automatic update of the inventory; and
• Vehicle's expenditure management.

Product

• Management of products: sales, cargo loading and fuel;
• Management of product's transactions: purchase, use, transfer and sale;
• Management of selling prices by quantity; and
• Products and inventory synchronizing with Acomba.

Base Configuration

• Instant display of the system language in English or French;
• Management of companies with their own synchronisation;
• Management branches with their own logo and color theme;
• Management of bank accounts;
• Management of security levels;
• Management of pricing;
• Management of options of the company and the customization fields;
• Management of services / services plan;
• Management of cities (8'438 presets), provinces / states (64 presets), countries, customer's languages and letters;
• Management of ledgers accounts, taxes, tax groups, payment methods and discounts;
• Importing ledger accounts from Acomba;
• Management letter / emails templates;
• Management of status and status categories of customers and calls;
• Management of trees and shrubs, and equipment (machinery);
• Management of services table of values;
• Management of contract approval methods and cancellation reasons;
• Management of external reports created with Crystal Reports;
• History of creations, modifications, actions and deletion of all records;
• Customization of the size of the windows, columns and columns order according to the user connected; and
• Even more...

USoftCRM was originally designed for green space management companies and extermination. However, it may well adapt to many other domains. Here is a list of examples of services that could be offered with this system:

• Lawn treatment services;
• Trees and shrubs treatment services;
• Lawn mowing services;
• Snow removal services;
• Exterminating services;
• Delivery services;
• Trucking services;
• Plumbing services;
• Training services;
• IT support and networking services;
• In short, practically any sale services!