Field Service & Repair
This application is suited for companies that provide maintenance service and repair for Gas Station and Mini-Mart type businesses, Air Conditioning services, general durable goods, and repair depot type companies. A complete turnkey system to automate the process from the initial call from the customer for a service request to the billing and accounting.
- Enter a service dispatch and automatically create a new work order in real time while talking to your customer on the phone.
- View right on the work order screen, credit information, open invoices, open and unscheduled work orders, warranty equipment at the site and other pertinent information related to the customer and site.
- Maintains both a customer master and billing master to allow one billing master for unlimited customer service locations.
- Look up open work orders during new work order entry. View un-scheduled work orders during dispatch data entry.
- System alerts to advise you have a technician in the area during dispatch entry of a new service call.
- Select and schedule the work order for one or more technicians.
- Print out route slips by technician and zone.
- Re-assign work orders for return trips to the service site.
- Assign parts for a work order and automatically convert the entries to a purchase order if there is no stock.
- Supports up to 65,00 service vehicles and allows each vehicle to be assigned a stock inventory that can be issued to a work order and restocked with a purchase order.
- Order parts for a particular vehicle and keep track of what work order the parts were used on.
- Assign unlimited number of job tickets to one work order and keep track of travel time, arrival time, departure time, time on job, and total time per each job ticket. Convert theses time to billable times.
- Daily Time Report (DTR) can be printed for any technician for a range of dates for payroll reporting.
- Keep track of warranty equipment and assign them to a particular location.
- Display and select warranty equipment right on the work order.
- Enter labor and parts on the same work order.
- Allows taxing parts and labor separately or not at all.
- Special prices can be assigned to different customers for all parts and services.
- Selling prices for parts or services can be updated globally by vendor or class of parts or services.
Reports
- Dispatch work order report.
- Route slip.
- Daily time report.
- Scheduling report by several different parameters.
- Contract sales report.
- Open work order report.
- Parts re-order report.
- Sales analysis.