 |
|
|
With e-automate, I now know how profitable my service contracts are and how well my technicians are performing. Scott Diamond
President
Mountainland Business Solutions
|
|
|
System Manager
 |
System Manager & Companies and Equipment |
The more you can tell a service management system about your business - your employees, the companies you deal with, the equipment and products you work on, and the way you conduct your business, the better your chances for true automation. Not only have we made it easier to define your company, we've provided more opportunity for detail than any service management system in our class. Through the System Manager and Companies & Equipment components, ServicePlus takes you down to a level of business, process, company and equipment definition that will be excessive to some customers, and indispensable to others. That's why we've included a workflow definition sub-system that lets you define your system's behavior. Implement as much depth as you need today, and expand that level tomorrow.
System Manager
The administrative heart of ServicePlus, System Manager allows you to define and automate the structure within which you deliver predictable, quality service, to every one of your customers.
Setup - Define defaults and key processes for each ServicePlus component.
- Workflow settings and business rule preferences for ServicePlus in general and for each component.
- ServicePlus forms definitions.
Pricing Strategies - Create pricing strategies that are automatically applied by ServicePlus specific to companies, make / models, inventory, etc.
- Item strategies: retail factored, item category retail factored, cost plus, custom (margin / markup).
- Labor strategies: retail factored, set rate, cost plus, custom (margin / markup).
- Flat rate strategies: retail factored, flat rate table factored, custom (margin / markup).
- Contract strategies: factored.
Accounting Support - Produce G/L, A/R, A/P transaction lists in comma delimited format, suitable for import into any system with ASCII CSV transaction import capability.
- Company profile provides G/L chart of accounts for unlimited branches, divisions and departments.
- Tax system supports unlimited jurisdictions, groups and rates.
- Tax system accommodates scales based on value and type of good or service.
Companies and Equipment
By defining the core databases of companies you deal with and equipment you work on, ServicePlus initiates a standard of detail that will impress even your toughest customers.
Equipment - A fully serialized record of all equipment known to ServicePlus which can be searched by serial number, make / model and customer variables.
- Equipment registration - automatic registration of equipment to the customer's equipment profile. Supports additions, deletions and swaps, and flows through to contract and details.
- 3 user defined fields, 1 searchable. Unlimited extended user defined fields.
- Notices with priority-driven acknowledgment and behavior settings.
- Public and private notepads.
- Parent / child relationships - unit contains / unit contained by.
- Event log: tracks related events and documents.
- Coverage: purchase information, warranty, contracts.
- Complete serialized equipment history: full work order, job and invoice history on-line.
Makes / Models - Information describing the makes and models of equipment that you service, and details that apply to all cases of a specified make / model.
- Strapped to skill codes, manufacturer and multiple vendors.
- Contains manufacturer's warranty rules.
- Linked to complaint, fault and work performed codes, and to resolution statistics.
- Tied to item, labor and flat rate charge code tables.
- Create PM notes, technical notes and notices.
- Record shipping weight and declared customs value.
Companies - A central repository for all companies that your operation deals with, recording all relevant information for each company and site.
- Common file for customers, vendors, manufacturers, contractors and carriers.
- Unlimited number of sites per company in the companies list.
- Company contacts at billing, job and shipping levels.
- Bill main site, this site, and other party.
- Pricing strategies tied to site, work order and job.
- 3 user defined fields, 1 searchable. Unlimited site extended user defined fields.
- Create notices for company sites.
- Private and public notepads for each site.
- Invoice, credit and debit note history.
|
|
