Service Order Manager

Field Mobile Solution

  • Device independent
    Supports all current smart phones or tablets, Apple/Android/Blackberry/Windows 7/8
  • Developed with MS .NET MVC jQuery
    Mobile HTML5
    Consists of a Web Server connected
    to the Sage 300 ERP system
  • Multi- Company support
  • User authentication – security
  • Supports dispatch notification

 

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  • The framework can be applied to OE, IC, or any Sage 300 ERP module.
  • Customisable -> consulting opportunities
  • Time entry centric
  • Add labour travel and miscellaneous services
  • Click address to load Map and get directions
  • Click contact telephone to auto dial

 

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  • Search by Date, Site, Serial Number, Design your own Searches
  • Edit existing jobs from the field
  • Update Status or Priority
  • Select Phase, and Equipment working on
  • Management view to see all jobs
  • Fully integrated Service Manager
  • Fully integrated to Advanced Scheduling

 

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  • Time entry
  • Record time
  • Labour, Travel
  • Non-job related time
  • Billable vs non billable

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Items

  • Sage 300 ERP Inventory
  • Finders
  • Locations
  • Price override
  • Cost Only
  • Edit description
  • Edit Category

 

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  • Upload photos or files
  • Download files from server
  • Include on invoice

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  • Create new job from Template
  • Add equipment
  • Assign yourself to a job
  • Copy notes from Template

 

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  • Use Knowledge Base to resolve problems
  • Add symptoms, faults, solutions from database

 

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  • Return to most recent jobs quickly

 

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  • Add new tasks
  • Complete existing tasks & activities

 

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  • Transfer equipment from the field from site to site or site to in-house.

 

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Field Connect – Advanced

  • Job Tree – View/Add/Modify/Delete Details

 

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Field Connect – Advanced

  • Job Tree – Details/Edit

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Field Connect – Advanced

  • Job Tree Filters – Filter lines by Held, Complete, Assigned
  • Full item edit of existing lines. i.e. add/modify/delete

 

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  • Job Details
  • Meter readings
  • Equipment information
  • Warranty details
  • Agreement status

 

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  • Coming soon
  • Email/Print invoice PDF
  • Change Bill to
  • Offline (Being reviewed)
  • Employee appointment receipt acknowledgments
  • Consolidate Invoice (Being reviewed)