STEL Order offers all these features and many more!
Learn more about the STEL Order features that will help you streamline your business
Select a feature to learn more
CRM / Sales / Field Service / Online Catalogue / Shop / Expense tracking/ Inventory Tracking / Calendar / Connect / Mobile App/ Projects/ Automated tasks/ Online payments / Accounting integration/ Work Notes / Ticket BAI / Inbox / Reports / Tax Consultant Login / Open API / GPS / Multiwarehouse/ Past-due notices / Tempo
- Create lasting relationships with your customers
Provide top-quality service and strengthen customer loyalty, driving more sales.
- Connect with your customers
Provide immediate feedack to customer requests by automating your job request process.
Sales
Create and send quotes , orders and work/delivery notes with end-to-end document traceability in seconds.
- Streamline, enhance and accelerates the sales process.
Improve sales cycle management by centralizing all your sales processes and workflows.
- Assign customized statuses to your quotes.
Track quotes you send to leads.
- Cut out unnecessary paperwork so you can focus on running your business and driving sales.
Discover STEL Order’s innovative tools to run your business from anywhere.
- Create and send documents with read receipts
Send documents such as quotes, work/delivery notes, and invoices with read receipts.
- Monitor and track OEM warranties for the equipment you install.
Enhanced, customizable and scalable field service software solution.
- Collect client signatures on quotes, work/delivery notes or invoices.
When you finish a job, collect the client signature on the work note and send your invoice instantly.
- Take photos, videos and audio recordings or attach other documents to your work notes.
Photos, audios, videos or installation manuals are always available in the palm of your hand.
- Even with low coverage or no signal!
Keep working with full access to your catalogue, document creation, schedule events, and more.
Online Catalogue
Provide top-quality service to all your customers and leads, build brand loyalty, and sell more.
- Your full product and service catalogue at your fingertips
Create detailed product files with photos, cost and sales prices, defined sales margins and more.
- Create special prices, discounts and other promotional offers.
Manage special prices and multiple price lists, perfect to handle multi-tier pricing strategies.
- Track maintenance schedules on your customers’ equipment
Manage and monitor customer assets with maintenance agreements or SLAs.
- Your full product and service catalogue on the go
Show customers your full product and service catalogue on your mobile device, even when you are offline.
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Shop
Drive more sales online with a customizable ecommerce platform and Client Hubt that are fully integrated with STEL Order.
- Integrated ecommerce platform
Create your online presence through STEL Order and reach new clients 24 hours a day.
- Learn more
Position your STEL Shop on Google, connect ad platforms and create email marketing campaigns.
- Client Hub
Invite your clients to track their orders and follow up on their jobs through the Client Hub.
- Fully customizable
Use your Shop as an online product and service catalog or allow registered users to see personalized prices. The sky is the limit.
Expense tracking
Keep track of current expenses and automate orders to your suppliers with real-time updating of your product stocks
- Suppliers
Automate orders to your suppliers with the products you need and your desired frequency.
- Controls actual and virtual stock to avoid stock-outs
Add products every time you order from suppliers to the virtual stock, and to the real stock when you receive them.
- Expense tracking
Keep track of your expenses: inventory, travel costs, gasoline, insurance, banking fees, etc.
- Group multiple supplier orders on a single invoice.
Select all your supplier packing lists and create a single invoice.
Inventory tracking
Track your inventory, avoid stockouts and record inventory transfers all the way down to the last item.
- Comprehensive management of your inventory
End-to-end tracking of your inventory through the sales process, purchasing and inventory transfers between warehouses or work vehicles.
- Clear and reliable information
Generate detailed inventory reports and configure even the smallest details for each product, such as sales margins or minimum prices.
Calendar
Create multiple calendars and connect your field techs. Set recurring tasks and alerts
- Keep your team connected
Create individual calendars for each member of your team. Schedule calls, visits, tasks and check your team’s availability.
- Fully integrated calendar
When you assign a job to a field tech it creates an event in your calendar, where you and your tech can view all the information related to the job.
- Streamlined email marketing
Create email templates with dynamic labels and choose which customers receive it. Get customer feedback and enable read receipts.
- Past-due notices
Send customers a reminder about outstanding or past-due invoices.
- Available for cell phones, tablets and other mobile devices
Best-in-class mobile app for comprehensive field service management.
- Fast, secure, and reliable. No internet? No problem! Your business keeps running, and so can you.
STEL Order’s mobile apps give you access to all your business information and let you manage all your workflows on the go, even without an internet connection.
Project management
Use STEL Order’s reports in the Projects add-on to compare projected and actual figures for revenues and expenses.
- Manage unlimited projects
Perfect for small and big projects alike
- End-to-end document traceability for every single item
Link orders, work/delivery notes, purchase orders, expenses, invoices and monitor who created documents, when, and where.
Automated Tasks
Automate menial tasks and reduce your backoffice workload. Create an unlimited number of recurring invoices, preventive maintenance schedules, or other repetitive actions.
- Create recurring invoices
Ditch manual paper-based workflows Select a customer, line items, and the frequency of your billing cycle to create an automated invoice.
- Automate events, appointments, tasks, maintenance schedules, purchase orders, and much more!
You can automate everything from your monthly purchase order to your month end invoicing ritual: create and send quotes, work notes, or invoices.
Online Payments
Full integration with PayPal and Stripe so your customers can securely make deposits and pay invoices online. No additional charges from STEL Order.
- Stripe and PayPal
Integrate Stripe and PayPal to securely accept online credit card payments. Customers can pay for work in person on the mobile app or online.
- STEL Shop
Customers can send you job requests, place orders, and access all their jobs and invoices.
Accounting software integration
Export accounting information from STEL Order. Export key accounting information in standard Excel format, or through native integration with accounting software like Sage or A3.
- Set up your ledger accounts
Define a system of ledger accounts in STEL Order for your customers, suppliers and products, among others.
- Tax Consultant Login
All your tax consultant to access all your accounting information directly on STEL Order at no extra charge.
Work Notes
Create and assign work notes where you can collect signatures, attach documents, photos, or audio recordings, and generate an invoice in one click.
- Manually or automatically assign Job Requests
Use STEL Order Inbox to fully automate the process of creating and assigning Job Requests to your field techs. The assigned tech will recieve a push notification and can access full details of the job request.
- Rich content documents
Attach multiple file formats to your work notes and fully document your jobs: from installation manuals and warranty information to photos and audio recordings. When you finish the job, create and send an invoice in just one click.
Ticket BAI
Invoicing program designed to meet the requirements of the three Basque Country Regional Treasuries.
- Authorized Software Provider
STEL Order has been authorized by the Basque Country Regional Treasuries as an authorized software provider, so all our customers in Basque Country are in compliance with current regulations.
- QR Codes
Ticket BAI invoices issued using STEL Order include the required QR code. Businesses that implement Ticket BAI before the required rollout data will get a discount on the subscription price.
- Job Request Management
Use the Inbox add-on to receive all the information sent to the email you specify and automatically convert it into a Job Request. Create as many different Inboxes as you need: one for Quotes, another for repairs, another for warranty service, etc.
- Assign Jobs efficiently
The settings in Inbox allow you to choose which field tech is assigned the Job Request: always the same tech, or the one assigned to the customer sent the email.
- Real-time reporting
Get a snapshot of your company’s financial health and internal processes, and use real-time data to guide decision making.
- Overview reports
Quick overview of sales revenue, purchases, and expenses on a single easy to read chart.
Tax Consultant Login
Gran your tax consultant access to your STEL Order account, completely free of charge.
- Invite your tax consultant to sign up for STEL Order
Grant your tax consultant access to all the accounting information they need to prepare your filings.
- Fast and efficient communication
No more back and forth, waiting for this report, or filling out that form. Your tax consultant can download the information they need directly from STEL Order. STEL Order provides an easily accessible and secure platform to share documents, eliminating bottlenecks and reducing miscommunication.
Open API
Connect STEL Order with your favorite application. Our API is open to the public, so customers can freely integrate with other software solutions.
- Open API for all users
We make our API open to the public, so any developer can integrate STEL Order with other software and applications.
- Automate manual processes
Automate document transfers and streamline different areas of your business that currently use unconnected platforms.
GPS
Add-on View customers and Jobs on the map to help plan your routes and increase productivity.
- Track and record routes
Record where and when your techs create documents, schedule events, or complete jobs.
- Real-time locations
Track the exact location of your field techs in real time to help streamline your dispatching and improve response times and customer service.
Multiwarehouse
Add-on Track inventory across an unlimited number of warehouses and products.
- Inventory transfers
Track inventory and movements at all your warehouses, create a record of all transactions with end-to-end document traceability for every item.
- Personalize access to information
Manage and coordinate employee actions across all your warehouses. Assign different permissions to view, modify or transfer inventory.
Past-due notices
Add-on Monitor oustanding invoices and send notifications to all past-due customers with one click.
- Filter past-due invoices
Easily filter only customers with outstanding invoices, and notify them all at once, with their respective invoices attached to the email you send.
- Personalized past-due notices
Personalize the email templates using our dynamic email tags, including customer name, outstanding balance and number of past-due invoices.
Tempo
Add-on Manage employee time cards, time off and PTO with this fully integrated add-on.
- Time cards
Clock in and out from the web or mobile app. Record employee time cards View exact employee location when they clock in and out or take breaks, and personalize access to this information based on your needs.
- Requests for time off and PTO
Ditch the spreadsheets and manage employee time off and PTO simply from one central location.
