FEATURES

Service Equipment Records

• Calendar-based or meter-based contracts supported.
• Equipment rentals supported.
• Automatic invoicing of contracts.
• Multiple contracts available for any customer.
• Master contracts covering multiple job sites.
• Generates Preventative Maintenance service orders.
• Keeps track of serial numbers.
• Contract renewal reminders.
• Prints service agreement forms.
• Combines information from multiple job sites.
• User-definable data fields.

Service Orders (Field or Depot)

• Dispatching by technician, territory, or skill.
• Warns of over due invoices and expired contracts.
• Opens orders for both existing and new customers.
• Checks customer’s credit before opening order.
• Alpha paging sends order address & problem to technician
• Unlimited problem and resolution statement length.
• Capable of printing problem on the customer’s invoice.
• Line item account selection.
• SBT invoices automatically created.
• Can invoice a third party for warranty repairs.
• Supports Block Time Billing (retainer fees).
• Can locate a customer service record by 10 different methods.
• Can print a work order form with a map of the job site.
• Plots dispatched orders on a map (optional module).
• Technician data base and four calendar formats.
• Technician activity/productivity report.
• "No charge" service orders.
• Help Desk problem/solution searches
• Keeps history of the last component failure.
• Job Costing with progress invoicing and proposals.