Points of Comparison
CRM
Vision
GlobalEdge
Customer Management
- Customer Portal
- Electronic document management
- Manage an unlimited number of customers and contacts
- Real-time text and email customer notifications
- Generate customer marketing lists
Sales Management
- Prospect management
- Sales team activity management
- Pipeline management
- Create estimates and proposals
Scheduling & Dispatching
Vision
GlobalEdge
- Timeslot scheduling for service agreements
- Send customer notifications based on tech location
- Create and manage multiple dispatch boards
- Schedule for jobs spanning multiple days
- Manage recurring service agreements
- Real-time routing and navigation
- Automatic preventive maintenance creation
Operations
Vision
GlobalEdge
Service Agreements
- Send mass email renewal notices
- Auto-replenishment for PM parts
- Automatic credit card processing
- Recurring billing
- Automatic invoice generation
- Multiple options for revenue recognition
- Customizable task lists
- Integrated PM items and part lists
Service Management
- Time & Material
- Define custom labor rates and part markups
- Serialized equipment tracking
- Warranty tracking & management
Parts Order Management
- Ship complete
- Create drop ship orders
- Point of Sale
Purchasing
- Automatic parts replenishment
- Vendor management
Job Management
- Create and manage multiple change orders
- Add and manage budget revisions
- Have an unlimited number of cost categories
- Progress and AIA billing
- Withhold AR retainage
- e-Signatures
Inventory & Warehouse
Vision
GlobalEdge
- Set an unlimited price list for parts
- Automatic replenishment based on reorder methods
- Automatic reorder methods based on inventory usage
- Advanced inventory tracking for utilization with multiple cost methods
- Generate barcode labels for inventory items
- Serialized inventory tracking
- Define reorder controls for inventory items
- Ability to manage multiple warehouses
Accounting
Vision
GlobalEdge
Accounts Payable
- Send bulk purchase orders by e-mail
- AP Entry with pre-defined distributions by vendor
- Ability to withhold AP retainage
- Ability to manage multiple vendor locations
Accounts Receivable
- Mass send customer statements by e-mail
- Mass send customer invoices by e-mail
- Point of sale entry
- Built-in credit card processing
- Swipe credit cards in the field
General Ledger
- Manage multiple entities within one database
- Manage more than one balance sheet
- Customizable chart of accounts that provides enhanced security to prevent inaccurate postings
- Manage more than one income statement
- Recurring journal entries
Reporting & Analytics
Vision
GlobalEdge
- Real-time AR Dashboard
- Ability to create reports & dashboards
- Out of the box reports by module
- Financial statements & reports
- Revenue tracking
Field Management
Vision
GlobalEdge
- Fleet management
- Technician mobile app
- Live map GPS tracking
- Mobile inventory management
- Driver profiles
Human Resources
Vision
GlobalEdge
- Employee records management
- Built-in payroll system
- Commission tracking
- Time clock entry for office employees
- Timesheet entry from the field
- Technician skillset tracking
3rd Party Integrations
Vision
GlobalEdge
- GlobalWarranty
- PartsPath
- Quickbooks
- Sage Accounting
- UPS (for parts distribution)
- XOi Technologies
- Avalara
- Insight Software
- Jotform
- ServiceChannel
- Vixxo
- Corrigo
- Ecotrak
- The Seal
Deployment Model
Vision
GlobalEdge
- Cloud Based
- Hosted on Premise
- Access through Web Browser
- Graphical User Interface (GUI)
One system. Greater efficiency.
A bigger bottom line.
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