Service Order Manager

Jobs / Work Order Management

Document types include

  • Document types include
    Jobs
    Sales Orders
    Quotes
    Templates
    Recurring jobs
    Historic jobs
  • Priority levels
  • Multi-level document structure
    Projects/Jobs/Phases/Sub Phases/Task &Activities
  • Provides complete financial information
    Estimate, actual and variance
    Work in progress
  • WIP Recognition Methods
    Completion or Billings and Costs
    Match revenue and expenses

 

 

Jobs/Work Orders

  • Totals, budgets, profitability

 

 

Totals, budgets, profitability

  • Service Centres
    Geographic or Internal Divisions
    Unlimited
    Renumber documents
    GL segment override
    Default inventory location
    Lock employees to a Service Centre
    Service Centre default work location – On site/At Service Centre (Tax Group aligned)

 

 

Service Centres

  •  Accounts Payable Integration
    Add expenses directly to a job

 

 

Accounts Payable Integration

  • Unlimited Statuses
  • Workflow
  • User Control Security
  • Define actions
    Invoice
    Cost Only
    Credit Note
    Allow Copy

 

 

Workflow

  • Track Audits
    Logs track from – to, when, and which user made the change.

 

 

Track Audits

Job Features

  • Powerful notation function
    Unlimited text
    General & critical warnings
    Custom fields
    Follow-ups
    Attach Files and Objects
    Email
    Include on Posting

 

 

Job Features

Create Jobs Easily

  • Jobs can be easily created from
    Quotations
    Templates
    Other jobs
  • Transactions include
    Labor allocation
    Parts/Inventory issues
    Purchase requisitions/orders
    Purchase order workflow and approval
    Sub-contractors
    Standard charges
    Burden and overhead allocation

 

 

Create Jobs Easily

Reports

  • Print various forms and reports
    Over 80 standard reports
    Job cards/Work orders
    Picking slips
    Invoices and credit notes
    Quotations and customer confirmations
    Job detail reports
    Labour utilization
    Scheduling
    Custom user defined reports
  • Use Crystal Reports, Sage Intelligence, Other

 

 

Time Entry

  • Enter time from
    Smart phones
    iPad/Tablets
    Browser
    Desktop
  • Check totals
  • Approval process
  • Payroll import
  • Time Recorder
  • Time Manager

 

 

Enter time from