Complete Business Management Solution for the Service Industry

Manages technician activity using a drag and drop Dispatch Board
Tracks profitability of contracts by analyzing billings and costs incurred for both material and services provided during the term of the contract
Auto generates service calls based on preventive maintenance contracts or processed installation sales orders
Integrates with Business Insight Explorer to display information by task type, contract, technician

Service Industry Specific features:

Technician Scheduling

Allows for creation of multiple dispatch board views by defining the information displayed for each service call as well as the selection criteria for displayed service calls
Allows for addition of new services calls using the dispatch board
Allows for auto creation of tasks based on preventive maintenance contracts defined
Allows for auto creation of installation service calls based on options selected during order entry and the routing options defined for the item
Match technician skills against requirements defined for each nature of task
Track technician availability and prompt for customer scheduling conflicts
Communicate dispatch information to technicians via email or fax
Display history of service calls for a specific item/serial number or for a specific location
Auto generation of installation tasks based on Routings defined from the Sales Order module
Optional integration with MapPoint

Billing

Auto generation of renewal invoices for annual contracts
Deferred revenue tracking for annualized contracts
Allows for generation of warranty contracts for each item
Auto generation of contracts from the Sales Order module using template contracts linked to inventory items

Contract Management

Allows for required skill verification by nature of task and check for scheduling conflicts
Allows for collection and invoicing of work done by the crew at the field. Allows for loading of tracked information into the Payroll system

Inventory Control

Track inventory at customer site and maintain technician truck inventory
Allows for creation of purchase orders for material needed for service calls; visual display notifies dispatcher as product is received for the generated purchase order