Socon Service Management - The Socon Service Process

The Socon Service Process

Our customization, implementation and onboarding process is designed to be fast, easy and effective with most deployments averaging less than 30 days. Most importantly, we take care of the entire process from initial consultation to deployment and training. The Socon process is simply the best custom management software onboarding experience in the industry.

Standard Customizations

  • Business Branding
  • Business Information
  • Contact Information
  • Permission Groups
  • User Profile Setup
  • Workflow Modification
  • Custom Terminology
  • Quote Template
  • Work Order Template
  • Invoice Template
  • Contract Templates
  • Maintenance Packages
  • Service Packages
  • Rates and Prices
  • Inventory Database
  • Equipment Database
  • Timecard Customization
  • Custom Forms and Records
  • Custom Reports
  • Data Exports

Advanced Customizations

  • Custom Modules
  • Custom Functions and Features
  • Custom Integrations
  • Custom Development