A field management software solution. YourRadar offers commercial and residential service businesses an all-in-one solution to automate their business processes. Billing, dispatching, and scheduling can all be done more efficiently through YourRadar.

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Works for all Types of Companies

Use YourRadar for virtually any Trade Service Company; especially those dealing with a mobile workforce. Our different pricing packages and system configurations work perfectly for all types of businesses.

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Order Scheduling and Task Assignment/Reminders

  • Avoid missed appointments
  • Straightforward and easy to use scheduling module
  • Staff can effectively manage their own availability
  • Display client bookings, vacations, and days off
  • No more overbooking
  • No more playing phone tag
  • Quickly organize and book appointments on a single platform
  • Visual presentation of total quotes vs. total jobs of the day
  • Boost employee efficiency
  • Create task lists & reminder prompts to finish tasks
  • Virtually remind other employees of their duties to keep everyone at work accountable
  • Set employee goals instead of micromanaging
  • Technician Calendar
  • Site Visit Scheduler
Dispatch Calendar

Dispatch

  • A flexible system customed to your company’s needs
  • A drag and drop feature that schedules jobs onto a calendar
  • Ability to classify work orders into “buckets” that you name, i.e. by job or priority
  • Classifies employees skills so you do not send the incorrect employee to a job
  • Colour codes categories to your preference

Quick Estimate and Lead Tracking

  • Manage all your contacts, clients, vendors, and suppliers
  • Reduce time searching emails, phone numbers, and names
  • Provide employees with essential contact info when they need it
  • Add notes to contact to ensure sufficient customer knowledge
  • Allow staff focus on customer service and generating billable hours
Quote
Invoice

Highly Flexible Quotation, Work Order and Invoice Entry System

  • Increase productivity with an easy-to-use and flexible entry system
  • Create a quote or work order in five minutes or less
  • Equip on-the-field technicians to handle quick estimates and work orders
  • Option to select pre-defined equipment, shapes and, or dimensions
  • Able to add images and other material related to a quotes, work orders or invoices

Extensive Search Capability

  • Use an internal search engine to find quotes/work orders/invoices in seconds
  • Quickly search the entire integrated system
  • Avoid employees losing or misplacing documents
  • Eliminate booking mistakes by automatically finding active work orders before creating new ones
  • Save time by efficiently searching through relevant information
Search Feature
clientcontact

Robust Customer Information Tracking

  • Make customer profiles to improve personability
  • Elaborate on customer profiles with a Notes section
  • Deliver consistent service and fast-track problem resolution
  • Use autofill and autosuggest fields on returning customers
  • Improve billing accuracy and timely collection

Visual Representation of Quotes or Work Orders Life Cycle

  • Provide staff with a visual representation of customer profiles to view contact information, notes and job information
  • Provide a visual indicator of a work orders life cycle
  • Track quoting until a work order is created
  • Track work orders from beginning to end
  • No more jobs falling through the cracks
Dashboard
Site Visit Scheduler

Versatile Communication Platform

  • Maintain customer and vendor relationships by sending personalized emails
  • Provide quotes, invoices and PO’s as a PDF files
  • Swiftly send quotes and invoices to customers
  • Send purchase orders to vendors with minimal effort
  • Use the internal communication platform to immediately send work orders to technicians on the field

Easy Purchase Order System

  • Track ETA date for PO’s
  • Track vendor acknowledgement
  • Provide drawing and images attached to PO’s
  • Send vendors detailed information with images
  • Create and back order shop supplies
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clientcontact
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Highly Customization Product Management

  • Easy set-up for special pricing and discounts
  • Contract pricing for selected customers
  • Able to set-up multiple pricelists
  • Option for pricing method to define units of measurement
  • Include images for inventory items based on name or product ID

Easy Integration with an Accounting Software

  • Connects to most popular accounting packages
  • Accurate and reliable bookkeeping
  • Completes thorough error checks
  • Includes a resolution centre
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  • Technician Calendar
  • Dashboard

Dashboard On The Go

  • Able to work off-site
  • Web-based
  • Use it on Mac or Windows

Simple Mobile Time Sheet

  • Easy-to-use Timesheets that technicians can fill out to check in and out of each job
  • Gain additional billing hours
  • Efficient Expense Submission Sheets
  • Improves billing and invoicing time by one-week
  • Provides On-site Checklists
Technician Timesheets
Technician Dashboard
Technician Planner

Integrated Mobile Quote and Work Order System

  • Dispatched jobs automatically appear on a technicians job sheet
  • Notification alerts are sent to let the technicians know of a new job
  • Improves efficiency by allowing technicians to create quotes and work orders on the field
  • All quotes and work orders are consistent
  • All team members are up to date with the current jobs

Track Inventory and Equipment

  • Tracks mobile inventory
  • Tracks on-site equipment
  • Demonstrates in real-time, current inventory
  • Monitors equipment and inventory for restocking
  • Add parts or equipment to a job site and search for history
Technician Timesheets
#Award

Bonus features:

  • Vacation Management
  • Request hours
  • Inventory management
  • Expense reporting
  • Attach Documents
  • Generate quotes
  • Adjust currency
  • Track assets

Want to learn more? Check out these videos:

What is YourRadar?

Glass Industry Walkthrough

HVAC Industry Walkthrough

Looking for a custom built plan? Give us a call 1-800-661-1755

Proud Member:

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