Software Questionnaire

Are you currently using business management software?

Yes
No

What software are you currently using?

Communications

Communication methods currently used:

What is your current communications strategy

Omnichannel (Phone, Text, Live chat etc., is all handled by one provider and managed in a single place)
Multichannel (all services are handled by different providers)

Communications Integrations

My software does this and I use it all the time
My software does this, I only use it occasionally or not at all
My software doesn't have this, but I need it
My software doesn't have this and I don't need it

Communications Integration

Very Important	Important	Neutral	Not very important	Not important at all
Very ImportantIntegrations Very Important	ImportantIntegrations Important	NeutralIntegrations Neutral	Not very importantIntegrations Not very important	Not important at allIntegrations Not important at all

Customer Relations

Customer Relations Management

My software does this and I use it frequently
My software does this but I use it occasionally/not at all
My software doesn't have this, but I need it
My software doesn't have this and I don't need it

Ability to view customer or appliance service history

My software does this and I use it frequently
My software does this but I use it occasionally/not at all
My software doesn't have this, but I need it
My software doesn't have this and I don't need it

Integrated marketing tools (surveys, mailing lists, and virtual leave-behinds)?

My software does this and I use it frequently
My software does this but I use it occasionally/not at all
My software doesn't have this, but I need it
My software doesn't have this and I don't need it

Alternate means to identify customers (model/serial, part number)?

My software does this and I use it frequently
My software does this but I use it occasionally/not at all
My software doesn't have this, but I need it
My software doesn't have this and I don't need it

CRM Features

	Very Important	Important	Neutral	Not that important	Not important at all
Customer Relations Managment	Very ImportantCustomer Relations Managment Very Important	ImportantCustomer Relations Managment Important	NeutralCustomer Relations Managment Neutral	Not that importantCustomer Relations Managment Not that important	Not important at allCustomer Relations Managment Not important at all
Customer/Appliance history	Very ImportantCustomer/Appliance history Very Important	ImportantCustomer/Appliance history Important	NeutralCustomer/Appliance history Neutral	Not that importantCustomer/Appliance history Not that important	Not important at allCustomer/Appliance history Not important at all
Integrated marketing tools	Very ImportantIntegrated marketing tools Very Important	ImportantIntegrated marketing tools Important	NeutralIntegrated marketing tools Neutral	Not that importantIntegrated marketing tools Not that important	Not important at allIntegrated marketing tools Not important at all
Alternate means to identify customers	Very ImportantAlternate means to identify customers Very Important	ImportantAlternate means to identify customers Important	NeutralAlternate means to identify customers Neutral	Not that importantAlternate means to identify customers Not that important	Not important at allAlternate means to identify customers Not important at all

Technician Management

Built-in tools for communication between the office and technicians

My software does this and I use it frequently
My software does this but I use it occasionally/not at all
My software doesn't have this, but I need it
My software doesn't have this and I don't need it

Access to web or mobile app that techs can use on jobs

My software does this and I use it frequently
My software does this but I use it occasionally/not at all
My software doesn't have this, but I need it
My software doesn't have this and I don't need it

Granular control of tech access, visibility, and control

My software does this and I use it frequently
My software does this but I use it occasionally/not at all
My software doesn't have this, but I need it
My software doesn't have this and I don't need it

Fleet tracking (Tech location, driving stats, Idle time, etc.)

My software does this and I use it frequently
My software does this but I use it occasionally/not at all
My software doesn't have this, but I need it
My software doesn't have this and I don't need it

Tech management features

	Very Important	Important	Neutral	Not that important	Not at all important
Communication between office and tech	Very ImportantCommunication between office and tech Very Important	ImportantCommunication between office and tech Important	NeutralCommunication between office and tech Neutral	Not that importantCommunication between office and tech Not that important	Not at all importantCommunication between office and tech Not at all important
Web or mobile app	Very ImportantWeb or mobile app Very Important	ImportantWeb or mobile app Important	NeutralWeb or mobile app Neutral	Not that importantWeb or mobile app Not that important	Not at all importantWeb or mobile app Not at all important
Control of tech access, visibility, and control	Very ImportantControl of tech access, visibility, and control Very Important	ImportantControl of tech access, visibility, and control Important	NeutralControl of tech access, visibility, and control Neutral	Not that importantControl of tech access, visibility, and control Not that important	Not at all importantControl of tech access, visibility, and control Not at all important
Fleet Tracking (Location, driving stats, idle time, etc.)	Very ImportantFleet Tracking (Location, driving stats, idle time, etc.) Very Important	ImportantFleet Tracking (Location, driving stats, idle time, etc.) Important	NeutralFleet Tracking (Location, driving stats, idle time, etc.) Neutral	Not that importantFleet Tracking (Location, driving stats, idle time, etc.) Not that important	Not at all importantFleet Tracking (Location, driving stats, idle time, etc.) Not at all important

Scheduling and Routing

Flexible and guided scheduling

My software does this and I use it frequently
My software does this but I use it occasionally/not at all
My software doesn't have this, but I need it
My software doesn't have this and I don't need it

Customer self-scheduling

My software does this and I use it frequently
My software does this but I use it occasionally/not at all
My software doesn't have this, but I need it
My software doesn't have this and I don't need it

Control over how third parties get scheduled

My software does this and I use it frequently
My software does this but I use it occasionally/not at all
My software doesn't have this, but I need it
My software doesn't have this and I don't need it

Flexible and guided routing

My software does this and I use it frequently
My software does this but I use it occasionally/not at all
My software doesn't have this, but I need it
My software doesn't have this and I don't need it

Granular control over routing options

My software does this and I use it frequently
My software does this but I use it occasionally/not at all
My software doesn't have this, but I need it
My software doesn't have this and I don't need it

Scheduling and routing features

	Very Important	Important	Neutral	Not that important	Not at all important
Flexible and guided scheduling	Very ImportantFlexible and guided scheduling Very Important	ImportantFlexible and guided scheduling Important	NeutralFlexible and guided scheduling Neutral	Not that importantFlexible and guided scheduling Not that important	Not at all importantFlexible and guided scheduling Not at all important
Customer self-scheduling	Very ImportantCustomer self-scheduling Very Important	ImportantCustomer self-scheduling Important	NeutralCustomer self-scheduling Neutral	Not that importantCustomer self-scheduling Not that important	Not at all importantCustomer self-scheduling Not at all important
Control over third party scheduling	Very ImportantControl over third party scheduling Very Important	ImportantControl over third party scheduling Important	NeutralControl over third party scheduling Neutral	Not that importantControl over third party scheduling Not that important	Not at all importantControl over third party scheduling Not at all important
Flexible and guided routing	Very ImportantFlexible and guided routing Very Important	ImportantFlexible and guided routing Important	NeutralFlexible and guided routing Neutral	Not that importantFlexible and guided routing Not that important	Not at all importantFlexible and guided routing Not at all important
Granular control over routing options	Very ImportantGranular control over routing options Very Important	ImportantGranular control over routing options Important	NeutralGranular control over routing options Neutral	Not that importantGranular control over routing options Not that important	Not at all importantGranular control over routing options Not at all important

Estimates/Invoices

Flexible creation options

My software does this and I use it frequently
My software does this but I use it occasionally/not at all
My software doesn't have this, but I need it
My software doesn't have this and I don't need it

Multiple invoice versions

My software does this and I use it frequently
My software does this but I use it occasionally/not at all
My software doesn't have this, but I need it
My software doesn't have this and I don't need it

Ease of sending and converting to sale

My software does this and I use it frequently
My software does this but I use it occasionally/not at all
My software doesn't have this, but I need it
My software doesn't have this and I don't need it

Flexible payment types

My software does this and I use it frequently
My software does this but I use it occasionally/not at all
My software doesn't have this, but I need it
My software doesn't have this and I don't need it

Estimate/Invoice features

	Very Important	Important	Neutral	Not that important	Not at all important
Flexible creation options	Very ImportantFlexible creation options Very Important	ImportantFlexible creation options Important	NeutralFlexible creation options Neutral	Not that importantFlexible creation options Not that important	Not at all importantFlexible creation options Not at all important
Multiple invoice versions	Very ImportantMultiple invoice versions Very Important	ImportantMultiple invoice versions Important	NeutralMultiple invoice versions Neutral	Not that importantMultiple invoice versions Not that important	Not at all importantMultiple invoice versions Not at all important
Ease of sending and converting to sale	Very ImportantEase of sending and converting to sale Very Important	ImportantEase of sending and converting to sale Important	NeutralEase of sending and converting to sale Neutral	Not that importantEase of sending and converting to sale Not that important	Not at all importantEase of sending and converting to sale Not at all important
Flexible payment types	Very ImportantFlexible payment types Very Important	ImportantFlexible payment types Important	NeutralFlexible payment types Neutral	Not that importantFlexible payment types Not that important	Not at all importantFlexible payment types Not at all important

Inventory Control

Ordering, Tracking, and Returns of Non-Stock Parts

My software does this and I use it frequently
My software does this but I use it occasionally/not at all
My software doesn't have this, but I need it
My software doesn't have this and I don't need it

Stock parts pricing, tracking, and reordering

My software does this and I use it frequently
My software does this but I use it occasionally/not at all
My software doesn't have this, but I need it
My software doesn't have this and I don't need it

Serialized Inventory management

My software does this and I use it frequently
My software does this but I use it occasionally/not at all
My software doesn't have this, but I need it
My software doesn't have this and I don't need it

Inventory Control Features

	Very Important	Important	Neutral	Not that important	Not at all important
Non-stock parts (order, track, returns)	Very ImportantNon-stock parts (order, track, returns) Very Important	ImportantNon-stock parts (order, track, returns) Important	NeutralNon-stock parts (order, track, returns) Neutral	Not that importantNon-stock parts (order, track, returns) Not that important	Not at all importantNon-stock parts (order, track, returns) Not at all important
Stock parts (pricing, tracking, reordering)	Very ImportantStock parts (pricing, tracking, reordering) Very Important	ImportantStock parts (pricing, tracking, reordering) Important	NeutralStock parts (pricing, tracking, reordering) Neutral	Not that importantStock parts (pricing, tracking, reordering) Not that important	Not at all importantStock parts (pricing, tracking, reordering) Not at all important
Serialized inventory management	Very ImportantSerialized inventory management Very Important	ImportantSerialized inventory management Important	NeutralSerialized inventory management Neutral	Not that importantSerialized inventory management Not that important	Not at all importantSerialized inventory management Not at all important

Accounting

Receivables (auto-creates from jobs, billing statements, split payments, and aging reports)

My software does this and I use it frequently
My software does this but I use it occasionally/not at all
My software doesn't have this, but I need it
My software doesn't have this and I don't need it

Customer part party

Payables (imports, schedule and make payments, reporting)

My software does this and I use it frequently
My software does this but I use it occasionally/not at all
My software doesn't have this, but I need it
My software doesn't have this and I don't need it

Payroll (time clock, variable commissions, hybrid payroll)

My software does this and I use it frequently
My software does this but I use it occasionally/not at all
My software doesn't have this, but I need it
My software doesn't have this and I don't need it

Accounting

	Very Important	Important	Neutral	Not that important	Not at all important
Receivables (auto-creation from job, billing, split payment, aging reports)	Very ImportantReceivables (auto-creation from job, billing, split payment, aging reports) Very Important	ImportantReceivables (auto-creation from job, billing, split payment, aging reports) Important	NeutralReceivables (auto-creation from job, billing, split payment, aging reports) Neutral	Not that importantReceivables (auto-creation from job, billing, split payment, aging reports) Not that important	Not at all importantReceivables (auto-creation from job, billing, split payment, aging reports) Not at all important
Payables (imports, schedule and make payments, reporting)	Very ImportantPayables (imports, schedule and make payments, reporting) Very Important	ImportantPayables (imports, schedule and make payments, reporting) Important	NeutralPayables (imports, schedule and make payments, reporting) Neutral	Not that importantPayables (imports, schedule and make payments, reporting) Not that important	Not at all importantPayables (imports, schedule and make payments, reporting) Not at all important
Payroll (time clock, variable commission, hybrid payroll)	Very ImportantPayroll (time clock, variable commission, hybrid payroll) Very Important	ImportantPayroll (time clock, variable commission, hybrid payroll) Important	NeutralPayroll (time clock, variable commission, hybrid payroll) Neutral	Not that importantPayroll (time clock, variable commission, hybrid payroll) Not that important	Not at all importantPayroll (time clock, variable commission, hybrid payroll) Not at all important

Warranty

Integrates with aggregators (ServiceBench, ServicePower, etc.)

My software does this and I use it frequently
My software does this but I use it occasionally/not at all
My software doesn't have this, but I need it
My software doesn't have this and I don't need it

Integrates directly with manufacturer

My software does this and I use it frequently
My software does this but I use it occasionally/not at all
My software doesn't have this, but I need it
My software doesn't have this and I don't need it

Simplifies claim submissions, makes required info readily available

My software does this and I use it frequently
My software does this but I use it occasionally/not at all
My software doesn't have this, but I need it
My software doesn't have this and I don't need it

Resources available direct through software (manuals, tech line, diagrams, etc.)

My software does this and I use it frequently
My software does this but I use it occasionally/not at all
My software doesn't have this, but I need it
My software doesn't have this and I don't need it

Warranty features

	Very Important	Important	Neutral	Not important	Not at all important
Integrates with aggregators	Very ImportantIntegrates with aggregators Very Important	ImportantIntegrates with aggregators Important	NeutralIntegrates with aggregators Neutral	Not importantIntegrates with aggregators Not important	Not at all importantIntegrates with aggregators Not at all important
Integrates with manufacturers	Very ImportantIntegrates with manufacturers Very Important	ImportantIntegrates with manufacturers Important	NeutralIntegrates with manufacturers Neutral	Not importantIntegrates with manufacturers Not important	Not at all importantIntegrates with manufacturers Not at all important
Claim submissions	Very ImportantClaim submissions Very Important	ImportantClaim submissions Important	NeutralClaim submissions Neutral	Not importantClaim submissions Not important	Not at all importantClaim submissions Not at all important
Resources available in software	Very ImportantResources available in software Very Important	ImportantResources available in software Important	NeutralResources available in software Neutral	Not importantResources available in software Not important	Not at all importantResources available in software Not at all important

AI Integrations

Built-in AI Integration

My software does this and I use it frequently
My software does this but I use it occasionally/not at all
My software doesn't have this, but I need it
My software doesn't have this and I don't need it

User-defined AI automations

My software does this and I use it frequently
My software does this but I use it occasionally/not at all
My software doesn't have this, but I need it
My software doesn't have this and I don't need it

Data Security

My software does this and I use it frequently
My software does this but I use it occasionally/not at all
My software doesn't have this, but I need it
My software doesn't have this and I don't need it

AI features

	Very important	Important	Neutral	Not important	Not at all important
AI Integrations	Very importantAI Integrations Very important	ImportantAI Integrations Important	NeutralAI Integrations Neutral	Not importantAI Integrations Not important	Not at all importantAI Integrations Not at all important
User-defined AI automations	Very importantUser-defined AI automations Very important	ImportantUser-defined AI automations Important	NeutralUser-defined AI automations Neutral	Not importantUser-defined AI automations Not important	Not at all importantUser-defined AI automations Not at all important
Data security	Very importantData security Very important	ImportantData security Important	NeutralData security Neutral	Not importantData security Not important	Not at all importantData security Not at all important

Third-party Integration

Third-party software integration (email, calendar, Quickbooks, Zapier, etc.)

My software does this and I use it frequently
My software does this but I use it occasionally/not at all
My software doesn't have this, but I need it
My software doesn't have this and I don't need it

Third party integration (email, calendar, Quickbooks, Zapier, etc.)

Very important	Important	Neutral	Not important	Not at all important
Very importantItem #1 Very important	ImportantItem #1 Important	NeutralItem #1 Neutral	Not importantItem #1 Not important	Not at all importantItem #1 Not at all important

Data

Analytics (built-in and ad-hoc reports, exports for independent analysis)

My software does this and I use it frequently
My software does this but I use it occasionally/not at all
My software doesn't have this, but I need it
My software doesn't have this and I don't need it

Security (protects against bad data, fraud, and outside threats and protects data integrity)

My software does this and I use it frequently
My software does this but I use it occasionally/not at all
My software doesn't have this, but I need it
My software doesn't have this and I don't need it

Data Ownership (can you move to a new software easily, fees to move your data)

My software does this and I use it frequently
My software does this but I use it occasionally/not at all
My software doesn't have this, but I need it
My software doesn't have this and I don't need it

Data features

	Very important	Important	Neutral	Not important	Not at all important
Analytics (built-in and ad-hoc reports, exports for independent analysis)	Very importantAnalytics (built-in and ad-hoc reports, exports for independent analysis) Very important	ImportantAnalytics (built-in and ad-hoc reports, exports for independent analysis) Important	NeutralAnalytics (built-in and ad-hoc reports, exports for independent analysis) Neutral	Not importantAnalytics (built-in and ad-hoc reports, exports for independent analysis) Not important	Not at all importantAnalytics (built-in and ad-hoc reports, exports for independent analysis) Not at all important
Security (bad data, fraud, outside threats, and data integrity)	Very importantSecurity (bad data, fraud, outside threats, and data integrity) Very important	ImportantSecurity (bad data, fraud, outside threats, and data integrity) Important	NeutralSecurity (bad data, fraud, outside threats, and data integrity) Neutral	Not importantSecurity (bad data, fraud, outside threats, and data integrity) Not important	Not at all importantSecurity (bad data, fraud, outside threats, and data integrity) Not at all important
Data ownership (move to new software, fees for conversion)	Very importantData ownership (move to new software, fees for conversion) Very important	ImportantData ownership (move to new software, fees for conversion) Important	NeutralData ownership (move to new software, fees for conversion) Neutral	Not importantData ownership (move to new software, fees for conversion) Not important	Not at all importantData ownership (move to new software, fees for conversion) Not at all important

Software Adoption

Data import and conversion

My software company does this, and I used this feature
My software company does this but I haven't used it
My software company doesn't offer this, but I need it
My software company doesn't offer this and I don't need it

Training (Hands-on, in person)

My software company has this and I use it frequently
My software company has this but I use it occasionally/not at all
My software company doesn't offer this, but I need it.
My software company doesn't have this and I don't need it.

Training (Online, self-guided, Zoom)

My software company has this and I use it frequently
My software company has this but I haven't used it.
My software company doesn't offer this, but I need it
My software company offer this and I don't need it

Software Adoption Features

	Very Important	Important	Neutral	Not Important	Not at all Important
Data Import and Conversion	Very ImportantData Import and Conversion Very Important	ImportantData Import and Conversion Important	NeutralData Import and Conversion Neutral	Not ImportantData Import and Conversion Not Important	Not at all ImportantData Import and Conversion Not at all Important
Training (Hands-on, In-person)	Very ImportantTraining (Hands-on, In-person) Very Important	ImportantTraining (Hands-on, In-person) Important	NeutralTraining (Hands-on, In-person) Neutral	Not ImportantTraining (Hands-on, In-person) Not Important	Not at all ImportantTraining (Hands-on, In-person) Not at all Important
Training (Online, self-guided, teleconference)	Very ImportantTraining (Online, self-guided, teleconference) Very Important	ImportantTraining (Online, self-guided, teleconference) Important	NeutralTraining (Online, self-guided, teleconference) Neutral	Not ImportantTraining (Online, self-guided, teleconference) Not Important	Not at all ImportantTraining (Online, self-guided, teleconference) Not at all Important

Name *

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Company *

How many users

This includes customer service, management, parts, and technicians.

Is your business *

COD
Warranty
A mix of both

Feedback, other important items for consideration not previously addressed:

Communications

Customer Relations

Technician Management

Scheduling and Routing

Estimates/Invoices

Inventory Control

Accounting

Warranty

AI Integrations

Third-party Integration

Data

Software Adoption

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