Service Management software gives you the tools you need to raise your performance in the office and in the field.

Add-on modules further improve your operation by putting you in complete control of field purchasing, service agreements, and warranties as well as preventive maintenance.

The smooth interface with Accounts Payable, Accounts Receivable, and General Ledger streamlines operations by eliminating duplicate processes. How? Accounts Payable vendor information, invoices, purchase orders, and other financial details are entered only once.

Dispatch

• Display as many as 480 service calls and 50 technicians at one time on an easy-to-use dispatch board.
• Instantly retrieve a customer's service history, geographic location and accounts receivable information.
• Look up parts by item code, UPC code, category, or description.
• Drill down to retrieve additional information about specific service calls with Tool Tips and right mouse clicks.
• Attach technician, customer, and equipment notes to work orders.
• Pull up a list of installed equipment (such as model number, service history or warranty length).
• Check details of customer's warranty and service agreement coverage.
• Automatically carry over unfinished work orders to next day.
• Tell customers exactly when technicians were dispatched with eCard stamping.
• Map out each technician's schedule for up to four weeks.
• Quickly and easily call up technician records, status, pager numbers, and more.
• Track skills by technician.

Billing

• Automate pricing with small job fixed-rate pricing, flat rate pricing, or markup/discount.
• Set up unlimited rate tables for labor, materials, equipment, and other costs.
• Establish special discounts for each customer.
• Customize call types with their own labor rates.
• Price travel by trip charge or miles.
• Automatically price parts based on item or mark-up file.
• Add miscellaneous charges.

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Service Management helps you communicate more effectively with customers by giving you quick, ready access to vital service information.

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Work orders are graphically displayed on an easy-to-navigate dispatch board in the form of an E-card, which includes such information as reason for call, job status, customer location and more.

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