Service Pro



Service Processing and Order Desk

 

This module concentrates or two critical aspects of your operations, Field Service Dispatch and Sales. It also maintains Technicians's Inventory (van stock) and has special functions to better support Installations of Equipment and Swapping of Equipment at a Customer's site.

It is also the module through which all Order entry, billing and invoicing is performed.

 

  • Create orders for service, equipment sales, parts sales, or installations.
  • Create Cross-Ship items (Advance Replacement Items)
  • Ship parts or equipment with optional integration to Freight Manifesting system (Specialty Solution)
  • Schedule Field Service Technicians using Auto-Schedule, Visual-Scheduler or Quick Dispatch methods.
  • Associate repairs and parts with Installed Equipment
  • Automatically pull warranty or contract coverages
  • Add unlimited number of Problems Found
  • Utilize table-driven user-defined codes
  • Use Serial Numbers and Lot Numbers
  • Print Pic Tickets, Work Orders, Order Acknowledgements, and PO Requisitions
  • User-Defined Invoices combined with Service Reports
  • Flexible Billing with multiple ship-to's and enduser billing
  • Utilizes tax schedules
  • Salespersons and commissions
  • Auto-Create PO's for outside services
  • User-defined Pricing matrix
  • Auto-create Cost files
  • Expense reporting and billing
  • Installation Cost-to-Complete Visibility
  • Attach Pictures, Customer Signature or Service Reports to each Order
  • Bar Codes available for all documents


System Manager and Calls Center

Service Processing and Order Desk

RMA Administration and Repair Center

Service Contracts and Asset Tracking

Inventory & Advanced Serial/Lot Number Processing

Customer Management & Commissions

Chart of Accounts and GL Distribution

Specialty Solutions

Pricing

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