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What's New in Service Manager:
Service Centres
It is
now possible to create multiple Service Centres in Service Manager
to cater for branch or division requirements.
Branches can
for example have their own document numbering systems for jobs,
quotes, invoices and accounting journals to be directed accordingly.
It is also possible to limit employees to certain branches, view
only that branches jobs in the job system or scheduling programs and
more... There is full ACCPAC security on these functions.
Service Manager Mobile PDA
Solutions
Service Manager mobile PDA solutions
are now available.
These
solutions include the ability to update jobs live from the field. It
is possible to update labour charges, items from inventory,
notations, job status or priority, complete jobs, check urgent jobs,
re assign jobs, invoice and much more....
Purchase
Orders Integration
To
integrate to ACCPAC Purchase Orders requires the Service Manager PO
Add-On product. PO integration allows you to create, edit, and
monitor status of Requisitions or Purchase orders from within a job
or many jobs in Service Manager. The process flows right through to
Receipting and alert functions advise when jobs can be updated
because stock or services have been receipted. The PO receipted cost
can be maintained on services or items where special pricing has
been obtained.
Serialized
Inventory Integration
To
integrate to ACCPAC Serialized Inventory requires the Service
Manager Serialized Inventory Add-On product. The Service Manager
Serialized Inventory Add-On product allow users to select a serial
numbers that were entered in at point of purchase order receipt,
from a table of serial numbers when selling items. Options allow
for the serialized inventory cost to be maintained as opposed to
using the accounting costing method.
Please note that Service Manager has its own standard serialization
functions at the point of sale. The Service Manager Serial Number
Add-on product is only required if serial numbers are inputted at
the point of purchase order receipt.
Rentals
The ability to Rent Equipment or
Inventory items is being added. That means it will be possible to
rent non serialized equipment such as road barriers, small
construction or landscaping equipment etc.... This work is scheduled
for completion end of 1st quarter 2005. There are substantial
rental functions already available within Service Manager.
Event
Manager
This
Program helps to seamlessly leverage email and internet capability
within Service Manager to build and enhance customer relationships
. This program allows you to broadcast e-mail to customers to advise
of agreement or warranty expiry, send newsletters, issue model
recalls, advise when next service is due and more...
Response Tracking
Response tracking is now provided at
various levels. Special response times can be set at customer level,
by service level agreement, by severity of fault or based on the
equipment being serviced or a combinations of these.
Monitor
The Monitor program can function in the background to
automatically advise users in the system in advance of any upcoming
mile stones such as follow-ups or alarms. Events such as sending
e-mail reminders to customers when parts are on back order, or a job
is overdue starting, can be pro actively generated.
Project
Set-up projects that include jobs, agreements, quotes, and
preventative maintenance, and view the project totals or individual
totals for each document type right down to phase level.
Warranty and RMA's
Create Return Authorisations for customers or vendors/manufacturers
that include material requests, shipping information, vendor
information, fault information, equipment details, advance rotation,
notations and more...
Set-up Warranty
agreements for manufacturer's, and process warranty claims to those
manufacturer's. Multi currency capable.
Budgeting
Jobs can inherit budgets from quotes on creation, or budgets can
be set-up individually at various levels within a job. Original and
moving estimates are stored.
Help Desk
Fault Analyser which is basically a help desk and registry
consists of three components, Symptom, Fault and Solution. The Fault
Analyser can be accessed from the Desktop, within Jobs, or from Job
Manager. i.e. anywhere in the system. Full Import/Export facilities
are available allowing the import of Manufacturer Codes etc. Attach
references such as URL links, files (Word, Excel, Visio, CAD, PDF,
JPG's etc...), E-mails and use the powerful search engines to
immediately identify a problem and its associated solution/s.
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