Business Appointment Manager / Snap Schedule
Products for Employee Scheduling and Business Appointment Management
Business Management Systems offers products focused on the management of the business appointment process and employee scheduling.
- Business Appointment Manager (BAM) incorporates scheduling, billing, customer management, and reporting tools into one network program. Manage schedules for a virtually unlimited number of people, equipment, facility, resources, groups, or any combination.
Features include:
Appointment scheduling: Set, change, and find open time slots for countless staff, groups, rooms, resources, vehicles and inventory. Supports multi-day, singular, or reoccurring events. See appointments side-by-side, by day, week, or month. Use 25 user-definable fields to store information unique to your business. Export or print your appointment calendar and reports in various formats.
Billing and business management: Generate customer statements detailing invoices, payments, credits, and aging balances. Bill staff hours, flat fees, resources, inventory, third-party services, travelanything. BAM tracks histories and identifies top producers and customers. See individual production and pay. Export data to accounting/financial software. If you sell products and materials with your services, BAM inventory system tracks stock items, calculates value, and automatically updates on-hand quantities when you create invoices.
Customer Relationship Management: Link, track and report on prospects' and customers' communications. See details of past and future appointments, services, purchases, and communications records.
Reporting: Lists and reports are available in every BAM functional area. Sort, filter, list, and report your company data hundreds of ways. Track payments, outcomes, cancels/no-shows, referrals and other aspects of your business. Customize lists and reports to display, sort, filter, group and export fields, save and reuse report templates you have tailored for your needs. Print and export reports in various formats. Merge data directly from reports to print labels or send form letters to customers. Export data to Google Calendar, Microsoft Office and Office Accounting 2007.
- Snap Schedule generates work schedules for an unlimited number of employees and shifts based on demands, shift patterns, and employee availability. A multi-view schedule planner provides information and tools for shift assignments, finding replacement employees, evaluating shift coverage, and reporting on key statistics.
Key features include:
- Windows and Microsoft Office 2007 look and feel
- Create employee schedules for any types of schedule: fixed, rotating, oscillating, staggered, and mixed shifts
- Drag and drop scheduling for multiple and split shifts, on calls, leaves, paid and unpaid time off. To assign a shift or mark a time off, drag the desired shift description or time off reason and drop it into the schedule. Drag to move or copy data from a past scheduling period to make new schedules
- Define unlimited shifts, including start and end times, break duration, applicable days of the week, color code, location, and custom fields
- Schedule from any of three schedule views: Daily, Shift, and Calendar
- Select best employees for shifts based on availability, labor cost, work hour limits, seniority, position, and skills
- Automatically generate schedules using user-definable rotation tables and shift patterns
- Automatically detect and display scheduling conflicts and labor rule violations
- Print, preview, or export schedules and reports in PDF and other formats
- E-mail schedules to employees or a text message to their cell phone. Add file attachments or include an iCalendar formatted file for importing schedules into calendar programs or PDAs
- Preview report data before printing. Customize any report to include filter criteria, sort orders, and display preferences. Export report data to Excel, PDF, RTF, and more
- Employees, shifts, and scheduling information are stored in a single Microsoft SQL Server database file for access and backup. Each data file can be up to 4 gigabytes.
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