Sales and Service

Manage your sales, service contracts, and field resources.

CONTRACT ADMINISTRATION: Manage unlimited number of contracts using flexible functionality that includes price books, profitability against service calls, and revenue recognition through five different methods.

DEPOT MANAGEMENT:  Track parts, labor, and expense details. Create a Parts Usage report. Manage spare parts and trunk-and-lot- tracked stock inventory.

PREVENTIVE MAINTENANCE: Forecast purchasing and scheduling requirements based on time in service or product usage. Coordinate open service requests with upcoming preventive maintenance calls. Track details of Preventive Maintenance activities.

SERVICE CALL MANAGEMENT:  Track and update new and historical service calls against a contract, service warranty, and current inventory. Time execution, coordinate customer schedules, assign appropriately skilled technicians, and escalate calls automatically.

 

Project Management

PROJECT ACCOUNTING:  Maintain tight control over project direction, costs, execution, and budget; support resources effectively; and ensure accurate billing and accounting through tight integration with financials, inventory, and accounts receivable.

PROJECT TIME AND EXPENSE:  Capture, review, and approve project time sheets and expense reports, enabling prompt, accurate customer invoicing and efficient reimbursement for expenses.