Awesome Tools To Help You Get Organized
With so many moving parts within an agency, it’s easy to lose track of critical things that keep your organization running smoothly. Our newest & rapidly expanding area, Agency Management, offers you a variety of modules to assist you in keeping your agency worry free. We are constantly growing our list of modules. Contact us to learn more about how these modules can be the ideal fit for your agency.
Base Module Features
This module comes standard with all eSchedule accounts. See the pricing grid for more details and options.
- Member database – Create new user accounts on the fly
- Inactivate old user accounts for historical access
- Detailed user profile: track contact information, notes, messaging preferences, and so much more (over 100+ fields)
- Create custom fields to track in the user profile
- Setup user access based on permissions: basic user, time clock administrator, scheduler, document administrator, swap/trade approver and more
- Send to one or multiple people
- Create an unlimited number of custom messaging groups
- E-mail, text message, pager message or internal eSchedule message options
- Create custom groups
- Force employees to read an Inbox message; acknowledge receipt
- Attach files to messages
- HTML formatting
- Create custom folders and restrict access by user account or type/group
- Upload files for viewing/downloading/printing
- Great for policies, procedures, protocols, PDF forms, etc.
- Create events and allow employees to sign-up
- Used for internal events — staff meetings, training, etc.
- Option to publish calendar to your public website and allow the public to sign-up to attend
- Pay employees for attending an event directly from this module
- Export a sign-up sheet in MS Word to track attendance
Optional Add-On Modules
Forms Manager (Online Forms)
- eSchedule will create custom online forms for any need
- Great for rig/gear/truck/vehicle check sheets
- Access from a desktop or tablet
- Nearly any paper form you have can be converted to online
- Send e-mail notifications; different distribution lists for each form
- Archived view of all submitted entries (exportable to Excel)
- Allow members to digitally sign forms prior to submission
Vehicle Maintenance Module
- Add your fleet and track annual budgets and expenses
- Set reminders for preventative maintenance
Equipment Tracking Module
- Track company owned items issued to employees/members including jackets, radios, keys, pagers, etc.
- Run a report by employee or by item
- Integrated directly with the employee/user account
Reward Points Module
- Reward your employees for going above and beyond
- Issue points for internal things — thank you’s from patients, hard work, etc.
- Assign a dollar value to points and setup rewards
- Allow employees to redeem for rewards
Sign-up for a free demo of eSchedule today! Let’s do it!