Your center of action: the Camelot Main Menu. From here you can easily access every part of your Camelot system.
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.
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
The Contact Information Screen: gateway to all details for a client, prospect, or other contact. Here your contact’s records are neatly arranged into tabbed sections.
The colored bar near the top indicates the contact’s status at a glance, whether prospect, Preferred (green), VIP (gold), 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!
Camelot makes scheduling easy, yet powerful. Want driving directions via Google Maps or Yahoo Maps? You got it. Got a sweet ultra-high res
4K monitor? Camelot’s resolution-independent screen will utilize every pixel, actually showing you more data on your screen, not just enlarged data. That means Camelot makes it easier to see more days and/or routes at once. You can even drag the schedule across dual monitors for a commanding view of twice as many days and/or vehicles!
Plus, you can tailor the Schedule’s look to your preference: customize vehicle/route images, background colors, job box info, and more. Need multiple schedule views, like day & night shift, or in-plant vs. on-location? Easily create as many custom views as you like!
And you can show or hide details in job boxes, print hard copy route sheets for techs, create recurring schedules, and much more.
Creates quotes, orders, and invoices: Thanks to our Magic Paper Quotes/Orders Screen, creating quotes, estimates, work orders and invoices is well, like magic. We call it that because it’s even easier to work with than real paper; wherever you’d normally write, simply click to add your info. But unlike regular paper, Camelot automatically fills in much info to save time. This includes customer address info, service/product descriptions, phone upsells, your favorite comments. It can even copy an entire past order to a new one!
Camelot 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!