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Customer Management

part of the SERVICE BRIDGE product line, by Advocate Software

  • Multiple locations
  • Equipment location
  • Equipment history
  • Service history by location v
  • Multiple contacts by location
  • Service Plan customization
  • Service Plan tracking
  • Service Plan usage alerts
  • Warranty tracking
  • Warranty usage alerts
  • Default Pricing, discounts
  • Default technician assigned
  • Default part assignment (i.e. consumable)
  • Invoice history
  • Payment history
  • Default Tax codes by location
  • Customer search
  • Default billing terms
  • Credit hold
  • Third party billing

Other Applications

The following applications are designed to work hand-in-hand with Customer Management:

"Customer Management" is part of the SERVICE BRIDGE line of products, developed by Advocate Software.

Related Products

"Customer Management" is part of the SERVICE BRIDGE line of products, developed by Advocate Software.

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  • System Requirements

    Desktop

    • Microsoft Windows

    Server

    • Microsoft Windows Server

    Database

    • Microsoft SQL Server
  • Industries

    SERVICE BRIDGE is made for businesses in the following industries:

    • Commercial & Service
    • Computer & Electronic Products
    • Construction
    • Heating, A/C and Ventilation Services
    • Management & Administrative Support
    • Manufacturing
    • Systems Integrators
  • Product Demo

    If you want a product demo of SERVICE BRIDGE, you need to speak with an authorized Advocate Software provider. We can help with that. Fill out our Software Search form.

  • Product Training

    If you want training for SERVICE BRIDGE, you need to speak with an authorized Advocate Software provider. We can help with that. Fill out our Software Search form.

  • Product Support

    If you want support for SERVICE BRIDGE, you need to speak with an authorized Advocate Software provider. We can help with that. Fill out our Software Search form.

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