Functions, Features and Modules
The Socon Service platform comes complete with all the functions, features and tools required to manage, operate and administer a plumbing, heating, sewage and electrical business. In addition to these standard functions and features, we also provide custom development services to ensure a perfectly customized solution for every client.
Dashboard
- Number of Jobs
- Active Technicians
- Number of Quotes
- Average Billing
- Total Billings
- Work Orders
- Job Locations
- Assignments
- Billing Status
- Notifications
Customers
- Customer Information
- Location Information
- Contact Information
- Installed Equipment
- Maintenance Plans
- Maintenance Records
- Quotes
- Work Orders
- Invoices
- Notes
Quotes
- Quote Requests
- Quote Information
- Customer Information
- Job Information
- Labour Estimates
- Material Estimates
- Equipment Estimates
- Notes
- Terms and Conditions
- Approvals
Work Orders
- Work Order Information
- Customer Information
- Job Information
- Scheduling
- Equipment Information
- Permits
- Maintenance
- Forms and Files
- Technician Information
- Billing Information
Billing
- Billing Information
- Customer Information
- Work Order Information
- Billing Details
- Billing Summary
- Billing Notes
- Payment Information
- Payment Records
- Invoice Balance
- Payment Status
Scheduling
- List View
- Day View
- Reminders
- Technician Assignments
- Work Order ID
- Work Order Date
- Work Order Time
- Customer
- Job Location
- On Screen Assignment
Maintenance
- Maintenance Packages
- Maintenance Agreements
- Maintenance Customers
- Maintenance Recurrence
- Maintenance Reminders
- Maintenance Notifications
- Work Order Conversion
- Package Creation
- Maintenance Records
- Maintenance History
Inventory
- Inventory Information
- Vendor Management
- Stock Locations
- Purchase Orders
- PO Receiving
- Work Orders
- Weighted Costing
- Product Catalog
- Inventory Adjustments
- Inventory Audit
Equipment
- Equipment Information
- Equipment Cost
- Equipment Price
- Stock Location
- Purchase Orders
- Work Orders
- Maintenance Materials
- Equipment Notes
- Installed Equipment
- Maintenance Agreements
Tools
- Tools Database
- Tools Information
- Tools History
- Tools Assignments
- Tools Operators
- Tools Records
- Tools History
- Tools Notes
- Tools Conditions
- Tools Status
Employees
- Employee Information
- Licenses, Tickets, Certification
- Pay Rates
- Scheduling
- Availability
- Assignments
- Weekly Timesheets
- Work Orders
- Employee Notes
- Employee Records
Forms
- Form Templates
- Form Records
- Custom Forms
- Standard Forms
- Checklist Builder
- Form Management
- Form Rules
- Form Integration
- Form Relations
- Form Automation
Reports
- Revenue Report
- Billing Report
- Customer Report
- Employee Report
- Equipment Report
- Inventory Report
- Stock Location Report
- Vendor Report
- Work Order Report
- Custom Reports
Administration
- Business Information
- User Management
- User Permissions
- Position Management
- Permission groups
- Selection Tables
- Standard Information
- Template Information
- Data Import
- Data Export
Technician Mobile
- Mobile Interface
- Scheduling
- Assignments
- Work Orders
- Job Locations
- Customers
- Quotes
- Forms
- Product Catalogue
- Resource Library
Other
- Notifications
- Resource Library
- Integrated Website
- Web Service Request
- Web Quote Request
- Web Forms
- Web Resources
- Custom Modules
- Custom Functions
- Custom Workflow
