Service Manager

Service Manager can help manage the resources, products and services your business offers. Access your data locally or from the field using mobile or Web technologies to save time, lower expenses, monitor profitability, increase productivity, and most importantly, improve customer satisfaction. Service Manager is fully integrated to the Sage 300 accounting suite, providing true accountability from a central point.

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Features

  • Quotations, Jobs, Projects, Invoices, Credits, Templates
  • Job Planner, Labor Scheduling and Dispatch
  • Response Tracking, Escalation Management
  • Labor / Time Billing (Time Entry)
  • Scheduled, Conditional and Interval Based Preventative Maintenance, including Tasks & Activities, Budgeting, Loadings for Labor & Parts Requirements calculated in advance
  • Service Level Agreements / Contracts
  • Warranty, Manufacturer/Vendor & Customer Returns (RAs)
  • Serialized Tracking of Equipment
  • Symptom, Fault, Solution Knowledge Base
  • Metering (including conditional maintenance)
  • Site and Equipment History
  • Rentals
  • Requisitions and Purchase Orders
  • Subcontracting
  • Work In Progress, Profit Analysis, Budgeting (4 levels), Job Summaries
  • Financial Distribution Statistics by Site, Employee, Model, Industry, and more
  • Notations, Instructions, including File Attachments and Follow-ups
  • Fully securitized Employee and Customer Web Portals
  • Smartphone/ iPad/Tablet/Notebook Mobile Field Solutions (online/offline)
  • Integration to Sage 300 ERP GL/AR/IC/AP*/PO/SN/LT/CRM (* TBA)
  • Service Centers / Branches / Departments / Divisions, and more.

Brochures

About Technisoft
Field Connect
Field Portal
Field Portal App
Service Manager

Questions? Speak With One of Our Consultants

Contact us for more information