Apr
14, 2017
Customer Tags – Customize Accounts And Search
Customer Tags – Customize Accounts And Search

Congrats FillQuick users, we now have the ability to tag your customer accounts. This feature can be very useful when you want to group and filter through accounts. Perhaps you have a few customers who are a family friend and you want to find which customers are your family friends. Tag the account as such […]

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Feb
24, 2017
Service History On Jobs That Previous Technicians Serviced
Service History On Jobs That Previous Technicians Serviced

You get a phone call from a customer and they are having an issue with their alarm system. You need to schedule a technician. With our service ticketing system, you are able to schedule a technician within seconds. We recently added the feature to be able to upsell items on service tickets. Perhaps your customer […]

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Jan
17, 2017
Restrict Monitoring Plans From Sales Representatives For Efficient Workflow
Restrict Monitoring Plans From Sales Representatives For Efficient Workflow

As promised, we added a feature to allow you to restrict some of the monitoring plans so that not all sales reps can select these monitoring plans. Now the monitoring plans have a “Restricted” checkbox that you can check to make the monitoring plan available only to authorized sales reps.     And when you […]

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Oct
21, 2016
Account Number Helper
Account Number Helper

We are glad to announce FillQuick’s new “Account Number Helper” feature. You can now enter your account number blocks into FillQuick, and pull from these blocks as you create new customers. To enter your account number blocks, you go to Customers > Account Numbers And you click the “+ New Block” button. This will open […]

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Sep
04, 2016
Alarm Technicians Can Now Book Time Off On The Calendar
Alarm Technicians Can Now Book Time Off On The Calendar

We are proud to announce that your home security alarm technicians can now book time off and have it appear on the calendar. Perhaps your tech is headed out on vacation and need to book time off. One way he can do this is by logging into his dashboard and clicking “My Time Off” Book […]

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Jul
25, 2016
Moni eContract Integration
Moni eContract Integration

Today is another big day for FillQuick. We released the integration with Moni’ eContract system. You can now create and sign or email Moni eContracts from FillQuick. To enable one of your FillQuick site users to create Moni eContracts, you need to be logged in as a System Admin and go to Users > List […]

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Apr
29, 2016
NEW Equipment Itemized Lines, Totals, Misc Fees And More…
NEW Equipment Itemized Lines, Totals, Misc Fees And More…

We are happy to announce a few FillQuick updates that were released today. “Sales Upgrade” and “Install Upgrade” Replaced by “Equipment Charges” Now you will get to specify the customer charge for each equipment item individually. The old “Sales upgrade” and “Install upgrade” fields were replaced by a “Charge” column in your equipment list. Full […]

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Mar
06, 2016
Advanced Reporting Allows You To Run Virtually Any Report On Your Home Security Customer Data Base
Advanced Reporting Allows You To Run Virtually Any Report On Your Home Security Customer Data Base

We are glad to announce that new, advanced reporting functionality was added to FillQuick. Financial Admins will see a new “Reporting” menu item. And under it, the different types of reports that can be generated: Customers Leads Subscription payments Contractor invoices The Report Query You can specify which columns (fields) you want to see on […]

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Feb
20, 2016
Moni Integration With FillQuick Software CRM
Moni Integration With FillQuick Software CRM

Today is a very special day for FillQuick. We are excited to announce that we are now integrated with Moni! Moni dealers can now do all the following tasks from within FillQuick without having to leave to another site. Check if the customer is an existing Moni customer. Run a credit check and share the […]

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Nov
14, 2015
Proof Of Payment Simple Print Feature
Proof Of Payment Simple Print Feature

Printing your proof of payment and sending to your funding source is simple with FillQuick. After charging the customer, simply hit the gear icon and click print receipt.

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