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Service Manager

Service Manager. Wiecus Preiss 27/1/2016. 1. Introduction – Release 3 2. Overview of features: Release 3.1 Release 3.2 Release 3.3 3. SM Mobile App. Agenda. Introduction Release 3.

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Service Manager

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  1. Service Manager Wiecus Preiss 27/1/2016

  2. 1. Introduction – Release 3 2. Overview of features: Release 3.1 Release 3.2 Release 3.3 3. SM Mobile App Agenda

  3. IntroductionRelease 3 • Release 3 is currently available on all V7.00 and V7.10 Evolution Version with separate installations for each • Release 3 was split into 3 interim releases: • R3.1 – Released June ‘15 • R3.2 – Released Oct ‘15 • R3.3 – Release: Feb ’16 • Release 4 will mainly consist of Evolution V7.20 and V8 compatibility, no new features • Once SM Version 8 is available, new feature development will stop for all Evolution Version 7 builds, and continue on V8 upwards Sage Business Partner Conference 2016 @SageGroupZA | #SageBPCon

  4. Overview of FeaturesRelease 3.1Release 3.2Release 3.3 Wiecus Preiss 27/1/2016

  5. Release 3.1Main Features • Consolidated Invoicing • Consolidated Auto Invoicing for Period and Counter Billing. • Auto Adjustments on Auto Invoicing • The ability to edit Meter Readings and Reverse Processed Invoices • Naming conventions on Counter Billing Setups Meter Slabs can now be named to for example Normal Hours, Excess Hours • Projects on Service Tasks • Projects ‘per document’ and projects ‘per line’ are now supported. • Improved PO links to Evolution • One can now view all SM related POs in one window and PO numbers can be seen per line on a Service Task Sage Business Partner Conference 2016 @SageGroupZA | #SageBPCon

  6. Release 3.1Consolidated Invoicing Period Billing Counter Billing with Breakdown Sage Business Partner Conference 2016 @SageGroupZA | #SageBPCon

  7. Release 3.1Auto Adjustments Sage Business Partner Conference 2016 @SageGroupZA | #SageBPCon

  8. Release 3.1Naming Conventions on Rate Slabs Sage Business Partner Conference 2016 @SageGroupZA | #SageBPCon

  9. Release 3.1Projects / PO Links Sage Business Partner Conference 2016 @SageGroupZA | #SageBPCon

  10. Release 3.2 Wiecus Preiss 27/1/2016

  11. Release 3.2Main Features • Quick Tasks • Quick Tasks have been implemented to allow you to create Service Requests/Tasks without being forced to link it to an Asset as well as the ability to create Service Tasks without linked Requests. • General Reminders • General Reminders will now be listed for Assets/Contracts/Billing with their respective due dates. • Picking Slips (with BOM) • Picking Slips are now available on Service Task / Parts Entry screens. • Sub-Components • Sub-Components on Assets gives you the ability to link multiple stock/other items/components with serial numbers to a single master asset as well as maintain warranty dates on the respective components. • UDFs on Grids and Documents Sage Business Partner Conference 2016 @SageGroupZA | #SageBPCon

  12. Release 3.2Quick Tasks No Asset Required No Request Required *Limitations have now been removed to only use Service Tasks for Asset related work. General tasks can now be managed within Service Manager!!! Sage Business Partner Conference 2016 @SageGroupZA | #SageBPCon

  13. Release 3.2General Reminders • Manage General Reminders per agent like incidents within Service Manager for those times Schedules aren’t required. • Categorize: • Assets • Contracts • Period Billing • Counter Billing Sage Business Partner Conference 2016 @SageGroupZA | #SageBPCon

  14. Release 3.2Picking Slips (with BOM) • Print Picking Slips: • Service Tasks • Parts Entry • *Include BOM items • with their components Sage Business Partner Conference 2016 @SageGroupZA | #SageBPCon

  15. Release 3.2Sub-Components • Link • Sub-Components • to master assets • Stock Components • Other Components • (Non-Stock) • *Add Serial Numbers, Quantities and Warranty dates! Sage Business Partner Conference 2016 @SageGroupZA | #SageBPCon

  16. Release 3.2UDFs on Grids/Reports Add UDFs to Grids / Reports UDFs on: Assets | Requests | Tasks

  17. Release 3.3 Wiecus Preiss 27/1/2016

  18. Release 3.3Main Features • Internal Assets • Swap-outs • Asset Tracking • Take-On Readings • Email Enhancements • Scheduler Enhancements • Warranty Customers • Reports Sage Business Partner Conference 2016 @SageGroupZA | #SageBPCon

  19. Release 3.3Internal Assets • Internal Asset Assigns Assets to an Internal Customer and disables billing and customer invoicing Sage Business Partner Conference 2016 @SageGroupZA | #SageBPCon

  20. Release 3.3Swap-outs Incoming Asset vs Outgoing Asset Sage Business Partner Conference 2016 @SageGroupZA | #SageBPCon

  21. Release 3.3Asset Tracking • Track changes made to master files of: • Assets • Meters / Readings • Billing Configurations • Schedules • Sub-Components • Notes/Docs/Bulletins Service Asset * Sage Business Partner Conference 2016 @SageGroupZA | #SageBPCon

  22. Release 3.3Take-on Meter Readings Capture Take-On Meter Readings without affecting Billing / Schedules Sage Business Partner Conference 2016 @SageGroupZA | #SageBPCon

  23. Release 3.3Email - Enhancements Batch Invoicing with Invoice descriptions! Sage Business Partner Conference 2016 @SageGroupZA | #SageBPCon

  24. Release 3.3Scheduler Enhancements + Sage Business Partner Conference 2016 @SageGroupZA | #SageBPCon

  25. Release 3.3Warranty Customers Sage Business Partner Conference 2016 @SageGroupZA | #SageBPCon

  26. Release 3.3Reports New Reports in Service Manager • Other Reports: • Contract Details • Contract Revenue • Contract Stock/Charge Rates • Meter Readings • Non Meter Readings • Technician Revenue • Customer History • Sub Component Listing Sage Business Partner Conference 2016 @SageGroupZA | #SageBPCon

  27. Mobile Application Wiecus Preiss 27/1/2016

  28. Service Manager Mobile Application • Features • The following areas is where the Service Manager Mobile app compliments the backend application: • Receive Mobile work orders • View list of service tasks outstanding • Schedule tasks as required • Action tasks • Capture stock & technician lines • Capture customer & technician signatures • View asset history Sage Business Partner Conference 2016 @SageGroupZA | #SageBPCon

  29. Service Manager Mobile Application Sage Business Partner Conference 2016 @SageGroupZA | #SageBPCon

  30. Service Manager Mobile Application Sage Business Partner Conference 2016 @SageGroupZA | #SageBPCon

  31. Release 3 In Closing • The changes done as part of R3 in Service Manager has matured the product to a level that opens up doors for new industries, including General Callout Service Providers and entry into Office Automation and Rental Companies (Med-Long Term) • Tracking on various levels allows users a clear view of their assets and the usage thereof. (Incl. Meter History, Tracking on Asset other configuration changes) • The flexibility around customers on the application is now more flexible which makes it more user friendly for companies that only maintains their own fleet. (Additional Customers, Billing, Contracts disabled if user so chooses) • Mobile component compliments the system in many ways including allowing for a more modern approach to services, increased turnaround times, and reduced workload on administrative staff. Sage Business Partner Conference 2016 @SageGroupZA | #SageBPCon

  32. END Wiecus Preiss 27/1/2016

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