Services Management
Embedded Solution for Sage 100cloud ERP
The Services Management Ecoboost integrates seamlessly with Sage 100 products and can handle all your service needs including entry of service calls, management of field technician schedules, invoicing for material, and labor to costing of contracts.
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Manage technician activity using a drag and drop Dispatch Board
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Track profitability of contracts by analyzing billings and costs incurred for both material and services provided during the term of the contract
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Auto generation of service calls based on preventive maintenance contracts or processed installation sales orders
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Integration with Business Insight Explorer to display information by task type, contract, technician
Key Features
Technician Scheduling
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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
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Allows for addition of new services calls using the dispatch board
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Allows for auto creation of tasks based on preventive maintenance contracts defined
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Allows for auto creation of installation service calls based on options selected during order entry and the routing options defined for the item
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Match technician skills to requirements defined for each nature of task
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Track technician availability and prompt for customer scheduling conflicts
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Communicate dispatch information to technicians via email or fax
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Display history of service calls for a specific item/serial number or for a specific location
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Auto generate installation tasks based on routings defined from the Sales Order
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Optional integration with MapPoint
Contract Management
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Auto generation of renewal invoices for annual contracts
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Deferred revenue tracking for annualized contracts
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Allows for generation of warranty contracts for each item
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Ability to set rates for material and labor based on defined contracts
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Auto generation of contracts from the Sales Order module using template contracts linked to inventory items
Inventory Control
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Track inventory at customer site and maintain technician truck inventory
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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
Billing
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Streamlines billing by allowing for loading of labor and material for service calls into Sales Order or an Invoice Transaction
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Allow for entry of labor and material on the field using mobile devices
