Service Management Modules
Service Invoicing simplifies your billing of services by providing a complete billing system that gets invoices to your customers promptly and with the right information.
Some of the key features of the Service Invoice module are:
- Streamlined entry and printing of an invoice
- Handle credit, special orders, pricing, adjustments and payments on accounts
- Credit limit checking
- Any combination of cash, check credit card or on account payments
- Invoices update A/R open items, sales tax, commissions, G/L, customer info
- A/R inquiry option to zoom on invoices
- Sales analysis reports
- End or day sales register
- Billing history report for invoice detail
Contract Management handles the service contract function for service businesses, keeping your contracts current, accurate and renewed on time. You will be able to instantly know whether a piece of equipment is covered by a service contract. This module allows you to eliminate billing errors by ensuring that different contract rates, limits and coverages are automatically considered on service orders. You will reduce your contract workload while improving the accuracy and value of your contract information.
Some of the key features of the Contract Management module are:
- Multiple contracts per customer
- Contract detail may include recurring service or negotiated pricing
- Option to generate renewal proposals
- Flexible billing frequencies to generate invoices for cycle billing
- Option to prorate initial and final bills
- Contract profitability analysis
- Create proposals / turn into contracts
- Prepaid contract amounts may be applied to future service orders
Service Orders provides your company with the ability to take your customers service order requests quickly, schedule the service call, get the work assigned, track the work and get the work billed when completed. This module will provide you with the current status of each service order and which orders need special attention, all to ensure that your customers are getting the best service you can provide.
Some of the key features of the Service Orders module are:
- Security, defaults, and other options may be configured per operator
- Option to add a new customer
- Service history for customer or equipment
- Indicate equipment to be serviced
- Multiple technicians per service order
- Commit parts from Inventory Control
- Display service order to be dispatched, along with a list of possible technicians
- Consider contract limits and coverage
- Relate each service to equipment
- Partial or full billing of a service order
- Current status/schedule reports
- Service order analysis reports
- Technician analysis reports
Equipment Servicing provides the necessary tools to keep track of all the important information about your equipment, customer equipment, equipment returns and equipment under repair. This module provides the tools that will enable you to know the detailed service history for each piece of equipment you service, along with the warranty dates on each piece of equipment you sell, so you can bill service work accurately and know when to offer a service contract. Equipment Servicing allows you to streamline your equipment records so you can focus on service instead of paperwork.
Some of the key features of the Equipment Servicing module are:
- Manufacturer information
- Standard preventive maintenance schedules
- Contract pricing
- Track by serial number, tag number, or system ID
- Complete contract history
- Complete history of service orders
- Track returns for credit. Repair, exchange and warranty work
- Interface to Purchasing, Inventory, and A/P for complete tracking of Return Authorization
- Interface with parts Inventory
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