Your new modern tool kit.
Brand management control with full customization for invoices, preset email templates, scheduling and much more!
Control Centre
Brand control with invoices. Full customization. Similar set up with email templates.
Designed to ensure you can carry out the vision of your franchise with technology. Better gives you a deeper understanding of what is happening throughout franchise locations and insight into what your Franchisees are doing out in the field.
Offers a data warehouse for you to access more in-depth information on your past and present Franchisees.
Customize and control a single product/service list with proper images, descriptions, and recommended pricing to Franchisees.
Create email templates, client attributes, automated alert templates, new services, and products in one place for everyone to have immediate access or set permissions to control who has access to what.
Watch Our Franchise Management and Small Business Software Overview
Reports
Revenue reporting to ensure you are tracking all jobs. Customizable, filterable, and exportable.
Over 20 franchise management reports ready for you and your team to utilize.
Export data from the operations software and have it emailed to any user within the system.
Reorganize the columns by preference and filter your reports by date range, employee, and payment type.
After the filters and column layout are perfected, effortlessly save the templates design.
We provide several templates to make it easy to look at crucial information. Get an individual look at reports from this week, last week, or even upcoming weeks.
Scheduling
Customizable calendar. Scheduling staff, resources, interactions, personal events, and estimates/jobs. Day, week, and monthly views. Filtering capabilities to drill down to specific items at a certain period of time. Integration with Google calendar.
Use the multi-purpose calendar function to schedule appointments, estimates, service visits, meetings, calls, and more!
Customize and control the content being viewed on the calendar by using the show and hide tool, or by reordering the content to fit any small business management software needs.
Add notes to the day in order to remember essential details during or outside of the day’s events.
Send automated alerts to both clients and employees about upcoming calendar events to reduce no shows and late arrivals.
Employees can quickly get to the job site by clicking the address, which opens up Google Maps. This also allows you to view the daily routes for any scheduled trucks. Manage all of the daily, weekly, monthly, or annually scheduled events on the calendar grid and easily mass re-assign users.
Assign and view employee or truck capacity for the day to ensure the franchise is not overbooked.
Estimates & Work Order
Simple one-page layout for inputting estimates and jobs. Quick and efficient.
Create and manage estimates with a dynamic one page layout. Quick and efficient way to ensure these are created correctly.
Reference current jobs, create new ones, or duplicate past jobs when generating estimates for current or potential clients.
Track the length of time or age of estimates to understand the value of potential revenue sitting unconverted.
Multiple proposal versions for estimates to help with upsell opportunities and presenting different variations to your lead or customer.
Create and manage estimates with a dynamic one page layout. Quick and efficient way to ensure these are created correctly.
Reference current jobs, create new ones, or duplicate past jobs when generating estimates for current or potential clients.
Track the length of time or age of estimates to understand the value of potential revenue sitting unconverted.
Multiple proposal versions for estimates to help with upsell opportunities and presenting different variations to your lead or customer.
Dashboard
Several dashboards reporting on metrics such as revenue, payments, customers, and royalties.
Insight into proposal statistics, general operations statistics, and new client statistics through the franchise dashboards.
Includes an easy to navigate KPI dashboard to show visual representations of how things are going out in the field.
View any desired period, both past and present.
With a wide selection of chart views you can see all the information available on your franchise locations.
Insight into proposal statistics, general operations statistics, and new client statistics through the franchise dashboards.
Includes an easy to navigate KPI dashboard to show visual representations of how things are going out in the field.
View any desired period, both past and present.
Franchisors have a wide selection of chart views you can see all the information available on your franchise locations.
Emails
Build custom email templates to share information across your entire franchise network to ensure messaging and consistency across the franchise.
Create email groups and include as many clients as needed. Set up a ‘spam’ test to make sure that all emails are being delivered to the correct inboxes.
Set up automated alerts for follow up action emails two days after the initial email is sent, or for a specified time of your choosing.
Attach invoices or estimates, or have them automatically attached as a PDF. As well as, add any price lists or content to be automatically attached to emails.
Bulk Action
Use bulk actions to quickly email, print, or take other actions within the system.
Get everything done at once, and save valuable time with the bulk action capability tool.
Spend less time in the software working on your business and spend more time building it.
Effortlessly complete your tasks with the ability to group elements such as emails, payments, and so much more.
With the bulk action tool, duplicate, email, status change, edit, make payments and print multiple things at once.
The bulk view allows you and your Franchisees to open multiple orders, maximizing the potential to multitask and cross-reference requests.
