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Features
Service Manager links the different aspects of the service process including:
- Quotations, Jobs, Projects, Invoices, Credits, Templates
- Job Planner, Labor Scheduling and Dispatch
- Response Tracking, Escalation Management
- Labor / Time Billing (Time Entry)
- Scheduled, Conditional and Interval Based Preventative Maintenance
- Tasks & Activities, Budgeting, Loadings for Labor & Parts requirements calculated in advance
- Service Level Agreements / Contracts
- Warranty, Manufacturer/Vendor & Customer Returns (RAs)
- Serialized Tracking of Equipment
- Symptom, Fault, Solution Knowledge Base
- Metering (including conditional maintenance)
- Site and Equipment History
- Rentals
- Requisitions and Purchase Orders
- Subcontracting
- Work In Progress, Profit Analysis, Budgeting (4 levels), Job Summaries
- Financial Distribution Statistics by Site, Employee, Model, Industry, and more
- Notations, Instructions, including File Attachments and Follow-ups
- Fully securitized Employee and Customer Web Portals
- PDA/Notebook Mobile Field Solutions (online/offline)
- Integration to Sage Accpac ERP GL/AR/IC/AP*/PO/SN/LT/CRM (* TBA)
- Service Centers / Branches / Departments / Divisions, and more.
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