The main menu has three key sections; the core-feature buttons, the Vital Stats display, and the comprehensive pull-down menu categories at the top.
The selection of Vital Stats can be customized from dozens of possible category choices. and visibility is controlled on a user-by-user basis, so that only authorized people can see your sensitive information.
The colored bar near the top indicates the contact’s status at a glance, whether prospect, Preferred, VIP, etc.
Full history can be found very quickly in any category, whether it be order history, payment history, notes, phone logs, or other.
Time-saving actions can be taken directly from this screen, such as running related reports, creating a new order, or copying past order details onto a new order. You’ll be in confident control of every interaction!
The Schedule screen is also very flexible: customize vehicle images, background colors, and more. Plus you can instantly switch between multiple views (like day & night shift, or in-plant vs. on-location), show or hide details in job boxes, lift to reschedule, set auto recurring schedules, and much more.
Print off route sheets for technicians, and get driving directions via Google maps for maximum routing effectiveness.
Camelot’s order screen also does the calculations so you don’t have to. It uses your preferred unit of measure, summarizes service areas, calculates all the subtotal prices, and knows what gets taxed and what doesn’t, based on your settings. It can even calculate multiple tax rates for every zip or postal code that you service!
Choose from many proven form layouts. Camelot ships with dozens of proven form layouts. Whether you want to add your own logo graphic or use a plain-text company name, whether you prefer more color or black & white, whether you want to show discounts or not, Camelot has you covered. Choose one layout for screen work and another for printing. Pick a laser print or tractor fed style. If you’re feeling adventurous, you can even tweak a layout to change fonts, colors, and more!
Running your business has never been so fun.
Camelot is a wonderful, powerful, fairly simple-to-use business tool. With Camelot, everything within my business just seemed to fall into place.Mark Ziggas
It is very flexible. The marketing capabilities have been a great help to me as a means to grow and keep in touch with my client base.John Massey
Data entry is effortless. Camelot has so many perks. We seem to keep finding new things on a regular basis that enhances our workflow.Marcia Hafner