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I truly believe e-automate is superior to the competition due to its ease of use and reporting capabilities. We have gained efficiencies in our administrative functions that have positively impacted our bottom line. I highly recommend that dealers consider partnering with Digital Gateway to successfully manage their businesses. Jamie Hoffman, CPA
Chief Financial Officer
Offix LC
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Logbook
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Work Order / Job Management |
ServicePlus is built on a work order-centric architecture, with Logbook at the core - an approach that provides exceptional detail, process uniformity, consistency and automation across the whole ServicePlus system. This design strategy also enables a high level of cross-process and inter-component communication, ensuring that steps and activities do not slip through the cracks, and that information related to most activities in the service process is accessible from a single point in ServicePlus. Other ServicePlus components feed Logbook and are, in turn, updated by activities and transactions originating from Logbook's work order / job.
Logbook allows for an unlimited number of serial numbers (or units) on a work order. A one-to-many work order-to-job relationship gives each job its own unique cycle and attracts parts, labor, trip, shipping, miscellaneous charges and billing events. Field service organizations use the Dispatch call capability as an integrated front-end to Logbook, feeding the work order's process and billing engine.
Work Order - This powerful service management tool provides access to call assignments, jobs, notices, customer, contract, invoices, billing, pricing and shipping information.
- 3 user defined fields; 1 searchable.
- Receives reminders with priority-driven acknowledgment and behavior settings.
- Contains work order and site notes.
- User and system defined work order states.
- On-line margin analysis.
- Event log: tracks related events and documents.
Job - This equipment service record with its own unique cycle logs all work performed and flat rate, labor, item and miscellaneous charges.
- Unlimited number of jobs per work order. Each job contains one serialized piece of equipment, ensuring comprehensive history tracking by serial number.
- All charges - labor, items, miscellaneous (e.g. ship, trip, shop charges, etc.) and flat rate - are accumulated at the job.
- "Add many" wizard provides rapid entry of multiple serialized units via bar code reader.
- Unlimited technicians, billing details and labor events per job.
- Single button access to the equipment record, including history, warranty and contract coverage, notes, notices, etc.
- Access to call assignments.
- Direct access to resolution statistics, PM notes and technical notes that are associated with the model being serviced.
- Immediate bi-directional connection to Logistics, Contracts, Inventory, Purchasing, RMAs, Shipping, Receiving.
- Tied to item (inventory), labor and flat rate pricing tables.
- On-line job history by serial number, technician, customer, site, etc.
- Access to equipment (and history), makes / models, customer master and site records.
- Influenced by all customer, product and contract pricing strategies.
- User and system defined job states.
- 2 fault codes, 2 work performed codes and a distinct description note for each labor event.
- Receives reminders with priority-driven acknowledgment and behavior settings.
- Notepads.
- 3 user defined fields; 1 searchable.
- On-line margin analysis.
- Event log: tracks related events and documents.
Workflow - Defines the business rules behind pricing and billing page visibility, invoicing, inventory item procurement process, Purchasing and RMAs.
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