Results

Results: The All-in-One CRM and Field Service Management Solution

Results is an award-winning CRM designed for Service Operations and Field Service Management. Streamline operations, enhance customer relationships, and centralize information with this powerful, user-friendly software. Seamlessly integrate with QuickBooks and other popular apps to eliminate double data entry and ensure accuracy.

Key Features:

Business Relationship Management: Gain a 360-degree view of client and contact history, including communications, orders, invoices, payments, and more.

Processes & Workflows: Automate tasks to reduce errors, maintain consistency, and ensure service quality.

Task Management: Stay organized with individual and team calendars, follow-ups, and schedules for efficient service delivery.

Document Management: Centralize critical documents for easy access to agreements, proposals, manuals, and more.

Project Management: Monitor commitments and deadlines, track project progress, and ensure timely completion.

Sales Management: Streamline lead tracking, create quotes, and convert them into sales orders and invoices effortlessly.

Time Billing & Invoicing: Convert estimates, sales orders, and billable jobs into invoices seamlessly to improve cash flow.

App Integrations: Integrate with QuickBooks (Online & Desktop), AvaTax, Zapier, Outlook, Gmail, SMS/Text, WhatsApp, Calendly, and more.

Field Service Management (FSM):
Empower your team with advanced FSM tools to optimize performance both in the office and in the field.

For the Office:

Efficient Field Crew Management: Assign tasks and track resources, including technicians and equipment, to keep operations running smoothly.

Streamlined Communication: Send updates, instructions, and change orders to field technicians in real-time.

Improved Work Order Management: Create, track, and prioritize tasks for efficient workflow and on-time completion.

Enhanced Customer Service: Access detailed customer histories, respond to inquiries quickly, and provide accurate information.

For the Field:

Access Account History: View complete customer service records and equipment details for better understanding.

Manage Work Orders Onsite: Access work orders and schedules, capture signatures, and upload photos directly from your mobile device.

Generate Quotes & Invoices: Provide pricing details, streamline billing, and ensu