Geeks On The Way can now offer our clients a web-based solution for contact management, invoice processing and accounting.
We developed this system for Geeks On The Way to make our contact management and appointment booking available to all of our technicians through the web. We added customized portions to let the technicians in each city see their schedules at a glance. Then we added a section to allow us to process invoices and collect payment through the internet. Once this has been done the invoices get automatically entered into our accounting system. See flowchart
We are using www.SugarCRM.com for the contact management system and
www.SQL-Ledger.com for the accounting system. Both of these are open source software and thus allow you to customize them relatively easily. The online invoicing system is a custom program we devised to be a bridge between the booking of calls and the actual accounting system.
We’ve also integrated SugarCRM with the Asterisk VOiP phone system www.asterisk.org. When a call comes in the Asterisk system looks at the telephone number calling and triggers SugarCRM to show the contact information of the caller on the computer screen of the person who answered the telephone. When the telephone number is blocked or unknown, then a blank contact form is displayed for easy data entry. This has enabled us to streamline the appointment booking and improve employee efficiency.
Using our knowledge and expertise gained during the implementation at our company, we can offer our clients a customized solution at a relatively low cost.