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Service Manager. Professional service and job solutions Presented by. Agenda. Background Core design concepts Markets and customers Product features Decision support Questions & answers. Background. Technisoft founded 20 years ago Highly focused and qualified R&D team
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Service Manager Professional service and job solutions Presented by
Agenda • Background • Core design concepts • Markets and customers • Product features • Decision support • Questions & answers
Background • Technisoft founded 20 years ago • Highly focused and qualified R&D team • “Best” development practices applied • Recognized ACCPAC Development partner • Worldwide distribution & support structure
Core design concepts • Specialist service and job solutions • Seamless integration into ACCPAC • Simplicity and speed of use • Comprehensive range of features • Powerful decision support • Keep abreast of technology creep • New technology (eg. wireless and web)
Markets and customers • Service Manager spans markets • Consumer electronics • White goods • Jobbing (eg. Engineering operations) • Heating and cooling • Pumps, motors and other equipment • Facilities management • Service and maintenance contracts ……
Markets and customers • Some of the users include
Product features • Integration to ACCPAC modules General Ledger Purchase Orders Accounts Payable Inventory Control Accounts Receivable Serialized Inventory Order Entry eTransact CRM Service Manager
Jobs Employees Equipment Agreements Return Online Faults Query Tools Authorizations Solutions Product features • Major functions include
Jobs Product features
Jobs • Job types include • Current jobs (sales can be invoiced) • Recurring jobs • Historic jobs • Job status and priority levels • Multi-level structure (includes Projects) • Provides complete financial information • Estimate, Actual and variance • Work in progress
Jobs • Jobs can be easily created from • Quotations • Templates • Other jobs • Transactions include • Labor allocation • Inventory issues • Purchase requisitions • Sub-contractors • Standard charges • Burden and overhead allocation
Jobs • Powerful notation function • Custom fields • Monitor • Event manager
Jobs • Print various forms and reports • Job cards • Picking slips • Invoices and credit notes • Quotations and customer confirmations • Job detail reports • User defined • Use Crystal Reports, Insight and other tools
Employees Product features
Employees • Track employees & related information • Loading % • Cost and billing rates • Skills recorded • Linked to a work-group/s • Commissions tracked • Work history retained • Performance reporting • Billable and non billable time
Employees • Time processing • Time recorder • Direct time entry • Timesheet matrix option • Remote processing • Time manager • Resource viewer
Equipment Product features
Equipment • Track equipment & related information • Models • Equipment • Meters • Maintenance schedules • Faults, agreements and jobs • Management information
Equipment • Models • Manufacturer • Inventory relationship • Custom fields • Maintenance tracking • Meter tracking • Components • Accessories
Equipment • Equipment • Inherits from model • Serial number • In service date • Warranty • Meter tracking • Maintenance tracking • Custom fields • Components • Full history for life
Equipment • Meters • Multiple meters per equipment • User defined quantity type • Last and current readings • Usage reading • Linked to planned maintenance • Reading schedules automated • Full history of meters
Equipment • Maintenance schedules • Multiple schedules per equipment • Based on metered conditions • Based on general conditions • Mandatory or optional • Create job or invoice • Automated activation • Uses templates • Checklists on jobs • Instructions on jobs
Equipment • Management information • Full equipment history for useful life including • Costs and revenue • Jobs • Meters • Maintenance • Replacements
Agreements Product features
Agreements • Agreement types include • Meter agreements • Warranty agreements • Site agreements • Multiple agreements per customer • Multiple sites per agreement • Multiple equipment per site • Covers labor, parts, contractors and other • Integral to Job Manager and Equipment Manager
Agreements • Common agreement functions • Agreement status • Period of cover • Review date • Cover % (labor, items …) • Warnings (% of revenue) • Points allocation/usage • Notations • User defined fields
Agreements • Common agreement functions • Revenue to date • Costs to date • Agreement profitability • Full history • Detailed transactions • Jobs allocated automatically • User defined reports
Agreements • Meter agreements • Equipment based • Periodic invoices • Based on meter readings • Invoice usage and parts/labor • User defined formulae • Multiple meters can used • Automated meter readings
Agreements • Warranty agreements • Supplier based • Choose by model or equipment • Automated claim management • Claims created from jobs • Claim on cover or cost values • Claim all parts, labor and other
Agreements • Site agreements • Customer based • Include equipment by site • Recurring charges • Anniversary or schedule • Multiple billing lines • Revenue amortization • Automated invoicing
Return Authorizations Product features
Return Authorizations • Manage return authorizations • Customer RAs • Vendor RAs • User defined status • Multiple equipment per RA • Job or non job based • Print custom forms • History tracked
Return Authorizations • Track the process • From customer • Expected • Received • Returned • To vendor • Expected • Received • Returned
Faults Product features
Faults • Knowledge accumulation • Quick access to information • Linked to models • Easy fault search • Updated from jobs • Records • Problems • Symptoms • Solutions
Faults • Solutions linked to • Documents, objects, URLs etc. • Billing templates for jobs • Skills required for repair • Degree of difficulty • Custom fields • Notations • Full history • User defined reporting
Decision Support • Reporting and query tools • Industry standard • User defined • Open database • Complex and simple • Combine many sources • ODBC compliant • MS Office
Online Solutions Sample Engineer/Technician handset displaying how easy it is to update a job. • Adding services or items to jobs • Adding notations to jobs • Changing job status • Changing job priority or advising response time • Invoicing the job • Quoting Next page………………….
Online Live Services More features for online services • Checking the Fault Analyzer for symptoms, • Faults or solutions • Looking up customer history or credit status • Looking up equipment history • Checking equipment custom fields • Revising equipment serial numbers • Checking work schedules and task lists • Listing your jobs for today • Checking agreement information • Taking meter readings and updating equipment records....
CRM Integration • Seamless integration with CRM • Following slides display screenshots from a CRM session
Benefits • A company with a track record • Best of breed financials • Investment is protected • Comprehensive solution • Provides growth • Effective service, process and profit management
Your Next Step… • We have several ACCPAC Business Partners in your area, so if you would like us to recommend a Business Partner that can assist you with more information and perhaps a demonstration of Service Manager please contact us at technisoft@technisoft.com.au . • For your information we also provide live Internet Demo's. These are conducted in liaise with your local ACCPAC Business Partner and can work through live workflow scenario's so that you can be confident Service Manager will do the job.