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Convenient Notes Feature by ManageMart

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Explore the Notes Feature

Being highly competitive is a tough question for each company. How to multiply your sales and not to lose your time? That’s right - the answer is ensuring your inner operations and customers’ relationships to be efficiently maintained. ManageMart software is a product with all necessary features for any business industry. Whether you have electrician services, cleaning, catering or education - you will find really valuable features for improving your workflow - Notes. Here you see information about what tools could be created, managed, sent, and shared.

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Notes - Photos 1

Notes Feature in Software for Field Service Business Management

One of the success secrets is to notice, analyze and invent something new. Everything comes up from the head. Notes feature is a very useful option for prompt creating and storing your ideas, notes, and thoughts. Having useful thought in your mind, you can promptly save it in ManageMart Notes.

  • Our software is Cloud-Based so you need only to write and save it. All the data will be available for you anytime.
  • You can manage all your notes from the mobile application, which is available both for iOS and Android and any PC.
  • You can also create a lot of tools as customizable estimations, invoices, contract templates, emails and so on. 
  • You can export or convert anything in PDF for your clients and send it as snail mail documents. For those who are looking for regular mail - that’s fine, ManageMart’s got it. 


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How to Use the Notes Feature?

There are no complicated steps to start using Notes and Documents. Here is the Notes guide:

  • Look at the left side of the navigation bar. Click on “notes’ button. Then you see the opened window.
  • Start typing your thoughts. It’s up to you - to add or not to create the title. Click on “Close” button and words line will be automatically saved.
  • Each edition can be taken by clicking on the required note from the general list. 
  • Deleting is just one click on a basket icon.


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How Can You Start Using the Feature?

Check our website guide and video about the Notes feature. The important points are “How it works” videos and Screenshots which highlight the details to simplify the clients’ acquaintance with ManageMart field service software. If it’s not enough, you can always try a free trial for 7 days to create, manage documents and discuss it with your employees. We totally understand how significant can be the saving time opportunity. And it doesn’t matter whether the company is small, middle or enterprise. Just try to use our software for 7 days and you’ll see how simple is to keep your time and bring more value.  


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Full Feature List

CRM

Customer Management

With customer profiles integration option, you can keep track of everything related to your clients. The profiles keep a history of all their and your activities and orders.

01
Scheduling & Calendar

Scheduling & Calendar

Create one-time events or a reoccurring series of events. Make events inevitable. Track your time and assign duties to specific employees or crews.

02

Invoicing / Billing

Create invoices with ease. Set up recurring invoices that you can generate at any time. Bill per hour, per job, or flat rates! Save time in your workflow.

03
Accounting

With ManageMart you can keep all accounting records in order. Spend less time on paperwork and focus on the improvements of your business.

04
Employees Management

One of our significant features is an option to have numerous users with the unique login information. You can grant different access levels for each specific worker.

05
GPS Tracking, Maps & Routes

ManageMart has the most innovative GPS tracking system. It works with more than 530 different devices and guarantees smart geolocation in real time.

06
Equipment Tracking

Manage all your equipment easily, and in full detail. Track repairs, and the cost that goes with them. Setup maintenance time for all your equipment.

07
Reports

Know your profit/loss and send your tax information to your accountant with the click of a button. See who is past due, and how much is owed.

08
SMS / Texts Service

Quickly send messages to any customer or to certain groups of customers. By one click, you can send invoices directly to your customer’s phone.

10
Documents & Notes

Do you want to send contracts or newsletters? With the integrated option in the section for the documents, you can easily do this like a Pro!

11
Instant Messenger

ManageMart built-in internal instant messenger improves the communication process in your team and with the customers.

12
Custom Fields

Custom fields allow you to add additional information and items to any area of the program.

13
FREE 7 DAY TRIAL
NO CREDIT CARD REQUIRED

ManageMart can be accessed on anything that connects to the internet, and it works perfectly every time!

  • NO Setup fee
  • NO Download
  • Update Instantly
  • Unlimited Support
FREE 7 DAY TRIAL
NO CREDIT CARD REQUIRED

ManageMart can be accessed on anything that connects to the internet, and it works perfectly every time!

  • NO Setup fee
  • NO Download
  • Update Instantly
  • Unlimited Support