Appointment Booking Book your advisors using the Appointment Booking Module, it allows for the taking and booking of appointments:

• From a central office.
• By individual users.
• By individuals designated by each user for maximum flexibility and usability.

Providing Critical Information Give your advisors the information they need to get the job done right. Information includes:

• Date & Time of appointment
• Type of Booking
• Fees
• Client Information
• Specific information about the house
• Plans
• Agreement & Acknowledgements – legal
• Any Additional Information

Calendar Availability If you choose, your advisors can define their own default work week. They also have the ability to assign additional users for the purpose of booking appointments into their own calendar. This calendar can be easily exported to Google Calendar. Viewing Records Users can view their own records, such as:

• Insurance Certificates and automated reminders of expiry dates
• Photos for identification badges
• Legal documents such as contracts
• Application Forms
• Resume
• Exam Results

Rates Advisors can load default fees for appointments if you permit. These can include:

• 1st, 2nd, and 3rd follow up appointments
• Escalation factors for bigger homes.
• Escalation factors for travel.

Active Jobs Users can search their active jobs and perform a wide range of tasks, such as:

• Uploading files
• Completing other Job Processing functions
• Modifying Job details
• Creating Follow-up Appointments
• Changing appointment details

Job Status The system tracks the different stages of a job for easy identification and quality assurance. Incident Board Identifies jobs that are in need of attention by way of 3 categories:

• Notices: The initial notification that a job file is in need of attention, based upon the parameters implemented by your organization.
• Second Notice: A second trigger point will be established by your organization to indicate inaction with regard to a job file.
• Warnings: If a job reaches this stage, your organization has the ability to implement automated remedial actions such as:
  • Restricting access to parts of the software
  • Preventing you from booking any further appointments.
  • Suspending the user
  • Other – as defined by your organization

Obtaining the Reports You Need With our powerful Reporting Engine, you can filter overdue, rejected or outstanding reports. Users can select the individual job file and complete required processes, make corrections or update the status as needed. Identify Missing Jobs The Reporting Engine also allows you to identify missing job files and the reason they are missing.

• Missing Initial Job Files: Your organization will likely require that you assign job numbers in sequence. This report allows you to identify gaps in those numbers.
• Missing Follow-up Job Files: This is designed as a marketing tool that will allow users to identify clients that have not yet completed their follow-up appointments. Some programs have defined time limits that a client would need to fulfill their obligation. It would be unfortunate if your client misses out on a program because they forgot or missed a deadline.

NRG-MS will facilitate your marketing efforts by allowing you to identify a target pool of clients to market to. You may want to contact them to schedule followup appointments or perhaps to conduct Quality Assurance surveys. Mailing Campaigns NGR-MS facilitates the creation mailing campaigns for clients, stores form letters and tracks results. For example, if a client asks to be removed from a mailing list, NRG-MS will accomodate. If a client asks to be called back in a month, it is now on record, etc. Telemarketing Campaigns Use the search filter within NRG-MS to identify your target client audience and initiate a telemarketing campaign. Then record the results of the call for future reference

The administration panel has all of the same great features that users can access, plus these easy to use tools: Add and Remove Who You Want Administrators can add or delete users, builders or contractors. You have the flexibility to grant individuals more access than others giving you a lot of versatility. Job File History Administrators can view a detailed history of any job file including all records and events, which are time and date stamped by the user who worked on them. Quality Assurance The quality assurance module provides administrators the ability to set internal auditing levels for their advisors. You have the flexibility to increase or decrease the amount your advisors are audited based on their work experience or performance. The results of audits are easily accessed to provide you with data on each advisor. Accounting Accessibility The system gives administrators the ability to export financial data to QuickBooks for further processing. Job Tracking Control Center The control centre records the processing results of job files that need to be transmitted to a 3^rd party for additional processing and/or approval. Some energy rating programs might be government controlled and have a requirement to transmit some or all files in return for a ‘House Certification’ or perhaps some sort of funding towards energy improvements. The module provides reference numbers for such transmissions and tracks results.