Fast History Access
Camelot’s powerful database gives you full customer and order history access in a blink, from payments, quotes, call notes & more.
Add bookings and revenue to your bottom line. Mail or email targeted, personalized reminders and promotions at just the right time.
Sales, Upsells, Commissions
Camelot allows you to easily track booking amounts, sales, and add-on upsells. Plus it can apply different commissions for each!
Camelot keeps you “in the know”, from Aging Accounts Receivables to Ad Source Performance, Job Averages, Sales totals and much more.
Links to QuickBooks
Camelot creates invoices directly that you can post to QuickBooks (not included, QB Online not supported). Post in seconds, no double-entry!
The center of your Camelot fortress: the Main Menu. From here you can instantly see up-to-the-minute vital stats and easily access every part of the program.
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 Contact Information Screen: gateway to all details for a given 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, 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!
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
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
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
Scheduling in Camelot is powerful and effective both in the office and on mobile. Camelot’s resolution-independent screen actually shows more data on higher-resolution monitors, not just enlarged data; you can even drag the schedule across dual monitors for a commanding view of many days and/or vehicles at once!
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.
Creating quotes and orders in Camelot is like, well, magic. This is thanks to our Magic Paper Order Screen. We call it that because it is even easier to work with than a real paper counterpart; wherever you’d normally write with a pen, simply click to input your info. But unlike regular paper, Camelot’s Magic Paper Order Screen automatically fills so much, including your customer’s address info, service and product descriptions, past order history, phone upsells, and Insta-note comments.
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!
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