Working seamlessly with your monitoring data, the MASterMind™ Business application augments the capabilities of your monitoring center. By adding customer details to monitored sites, you can realize improved front line efficiency, track prospects and proposals, manage service and installation processes, and streamline back office functions. Choose the modules that best suit your needs for total operational control.
Standard Features
- Fully integrated with your MASterMind Monitoring application data for increased efficiency and profitability.
- Easy access to view and/or edit full customer account information such as billing and monitored service addresses, contacts, and phone numbers.
- Summary banner highlights critical customer and site data including A/R balances, collection level, monitoring system status, branch information, and number of active sites per customer or customers per site.
- Configurable action tracking for unlimited types of customer service follow-ups.
- Logging of inbound calls guiding agents through incident, issues, and resolution steps.
- Consolidated view of customer activity including monitoring events, incidents, actions, data changes, and jobs.
- Customizable audit function to ensure data consistency based on your data standards.
- Track leads, keeps detailed prospect records, schedule sales appointments, create quotes, assess promotional effectiveness.
- Convert prospects to customers and sales proposals to jobs and ready-to-bill contracts with one click.
- Manage a job from proposal through installation, applying standard pricing, assigning parts, scheduling technicians, collecting payments, and billing.
- Control warranty provisions and related service billing.
- Initiate, schedule, and bill field service, inspection, and patrol jobs for installed systems.
- Centralize contract administration including salesperson commissions.
- Define default values for contract options, pricing schedules, and usage.
- Support for multiple business models including direct to consumer, third party, or wholesale dealer billing.
- Produce automated contract recurring billing, automated recurring payments, action based one-time billing, manual invoices, and job invoices as well as output for customizable invoices and statements.
- Flexible and easy to use billing codes improve accuracy of invoicing for recurring services, equipment, and adjustments.
- Manage collections based on user-defined rules.
- Extensive reporting and data output for integrating with your General Ledger.