Manage and run custom Crystal Reports

The Service Manager Employee Web Portal Add-On (with SageCRM integration) makes Service Manager features available directly from inside SageCRM. This provides access to all company data at any time via the common CRM Web based desktop. That means service staff and sales staff have all relevant information about a client at their fingertips.

Budgeting functionality provides comparison between Current (Moving) Budget and Actual as well as Original Budget and Actual.

Quotes can be directly promoted to Jobs and the quote automatically becomes the Original budget for the Job during that process. Budgets can also be set up individually at various levels within a Job. Both Original and Current budgets are stored.

This program leverages email and Internet functions within Service Manager to enhance customer relationship contact.

With Event Manager it is possible to broadcast email to customers to advise of agreement or warranty expiry, send newsletters, issue model recalls, advise when next service is due, and more.

Fault Analyzer is a help desk and knowledge base registry, consisting of three components: Symptoms, Faults and Solutions.

The Fault Analyzer can be accessed from the Desktop, within Jobs, or from Job Manager and is even available remotely on mobile PDA devices.

A full Import/Export facility is available allowing the import of Manufacturer Fault Analysis Codes. References such as URL links, file attachments (Word, Excel, Visio, CAD, PDF, JPG, etc.) and emails can be attached to Solutions, and a powerful search engine can help to immediately identify a problem based on a given symptom.

The Monitor program functions in the background on the Desktop and automatically alerts system users in advance of any upcoming follow-ups.

Events such as sending email reminders to customers when parts are on back order or a Job is overdue, can be proactively generated.

To integrate to Sage Accpac Purchase Orders, the Service Manager Purchase Orders Add-On is required.

Purchase Order integration allows for the creation, editing and monitoring 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. For example ,where a purchasing officer or sales person has managed to acquire the best price or where an emergency has resulted in a more expensive price, that price can be maintained on the Job.

Rental functionality is available in Service Manager, though it is currently limited to the rental of Equipment. Future plans are for a full Rentals Add-On that will also allow the rental of Inventory Items.

The addition of Inventory Items means that it will be possible to also rent out non serialized Equipment such as road barriers, small construction or landscaping equipment, etc.

Response tracking is provided at various levels.  Special response times can be set at customer level, by service level agreement, by severity of fault, based on the equipment being serviced, or a combination of these.

To integrate to Sage Accpac Serialized Inventory, the Service Manager Serialized Inventory Add-On is required.

The Service Manager Serialized Inventory Add-On allows users, when selling items, to select serial numbers from a table of serial numbers that were entered at the point of purchase order receipt as opposed to keying them in manually at the point of sale.

The Service Centre Add-On provides functionality to create multiple Service Centres within a Service Manager database in order to cater for external branch or internal division or department requirements.

Branches or departments can have their own document numbering system for all document types including jobs, quotes, invoices, etc., and employees can be limited to certain branches so they only have access to that branch's details. Sage Accpac security is active on these functions and separate Day Ends can be run by Service Centre.

Service Centres can be used internally for divisional or departmental purposes as well, and include the ability to override GL Segment Codes as applicable.

The third generation of Service Manager for PDA/Notebook mobile solutions is now available and shipping.  This version has matured the PDA solutions considerably.

Mobile PDA solutions now include the ability to update and create jobs live from the field. It is possible to update or add labor/time charges, items from inventory, notations, change job status or priority, complete jobs, check urgent jobs, reassign jobs, take signatures, look up history, determine faults, update tasks and activities for preventative maintenance processes, just to mention a few of the new features.

Create Return Authorizations for customers or manufacturers/vendors that include material requests, shipping information, vendor information, fault information, equipment details, advance rotation, notations, and more.

Set up Warranty agreements for manufacturers and process warranty claims against those manufacturers - all multicurrency capable.