• Map driven customer scheduling
• Minimize driving distance when scheduling customers with schedule optimizer
• Recurring and Repeat Customer Scheduling and Route Optimization
• Find shortest travel route for the day's schedule with driving optimizer tool
• Arrange customers scheduled appointment times based on driving order via the DriveTime appointment optimizer
• Integrated E-Visit Scheduling
• Send SMS messages to alert upcoming customers
• One click bulk customer scheduling
• Set customer visit frequency and view reports of customers overdue or soon overdue for visit
• Set up to 10 appointment types with unique visit frequencies
• Multiple Provider Types
• Recurring Scheduling
• Move your entire schedule from 1 day to another or 1 provider to another with 1 mouse click
• Confirm scheduled visits and notify facility or customers electronically about an upcoming visit
• Add visits to your Outlook calendar
• Integration with Remindercall.com for automated customer reminders (requires separate account)
• Provider "check-in" when arriving at appointment (Location tracking service optional)
• Monthly visits report by provider
• SMS Message Template Customization
• Run Provider Mileage Reports

Customer Management Features

• New Customer workbook to track new customers and customer referrals
• Set customer reminders and view them on reminder workbook
• Import and Export customers into commonly used systems
• Add unlimited number of customers and office users
• Link service providers or technicians to different companies, perfect for practices with multiple billing entities or locations
• Optional Log Customer Encounters