I like the flow within the program and the fact that it is web based eliminates a lot of downtime that you might experience from a local network program.

I would love to see POS functionality in a future update. To use this software in the retail store for cashing out products would be so great!

Keeps work orders from slipping through the cracks when you are so busy and not enough help.

I like that it keeps the technicians on task.

The program could be more user friendly to get it set up.

Since the triansactions actually processed, the customer's bank account was charged $4,500. It took weeks to be able to credit the customer. We were charged merchant fees for all transactions and after four months sitll have not been reimbursed.

The software has many features though many are not yet ready for use. The system appears to have been brought to market too soon.

The softwares features have numerous glitches including:1) Rounding to Quickbooks is inaccurate so the syncing of many transactions fail and must be individually edited within Quickbooks to resolve. Many a day fail so a business of any size has considerable work to perform to properly sync Quickbooks.2) We process merchant payments including ACH through Workwave Team Light. There is presently no way to reconcile amounts that are deposited into my bank with the transaction amounts. Since most ACH deposits are batched I have little idea if it is accrate.3) Customer portal payments often appear to fail from a customer perspective so many customers retry the process resulting in double payments on invoices. From our end both payments are acknowledged but the second payment is identified as a credit. Since the credit is on the same invoice paid the first time the credit hangs in limbo and not able to be applied to a customer balance. Then future invoices ignore the credit resulting in disgruntled customers. We have are not informed when these dupicate transactions occur so only our monthly reconciliation catches them that we then have to tell the customer, often after hearing from them first. I have many communications with the company to reconcile these overpayments. It has been four months since initially occurring without resolve.5) One of the above payments was for $1,500. The customer tried three times to pay. From their perspective they all failed.

Not very good the last couple years. we have had them since 2004 when it was Real green

Customer information is in depth and lots of data to pull from, if you know where to look for it

payment processing. You can not see who paid on the day they pay. you have to wait until the next day and it doesn't show up on their account for a week? That is sub standard and a big glitch in your system just to name one.

I have been in the industry for 40 years and used override of different systems. This is undoubtedly the strongest I have used to date. It extremely functional, easy to train on, allows for all of our employees to use a mobile system. If we use this from the first phone call for a new client through every interaction they will ever have moving forward. We have been using it since 2007

It is an extremely strong CRM system that handles everything from the initial client interaction through billing and payment. It is one of the most important pieces of software in our business.

A major miss step with their lead system, we had to drop out of this that side of the system because of all the problems they were having with it. We felt like we were beta testers however we were being billed monthly for the pleasure.