Software For Your Business

Deletion of a machine from the Contract/Meter Billing system will automatically assign the machine to Time and Materials billing status for any future service calls. This guards against the possibility of lost revenue which occurs when service is performed on machines which are mistakenly thought to be under contract.

Maintenance contracts for which the renewal is not paid by the expiration date will be automatically placed on Time and Materials billing for future service calls (unless changed by authorized personnel). This is another safeguard against lost revenue.

A user-defined billing table by contract type determines which category of inventory items are to be invoiced to the customer, and which are to be covered by service contract. Labor, travel, and mileage may also be billed. This allows contracts which include or exclude certain parts or even supplies to be correctly billed.

Labor charges for Time and Materials calls and COD customers are user defined and may be set for each model of equipment as well as to billing increment (minimum minutes for one unit) and rate. Billing rates may be different for outside service calls and for inside depot service calls.

When a call is dispatched, the screen displays the job number, technician assigned, log date and time, date of last PM, last service call, location, customer defined problem, key operator, phone number, and most recent service history for the machine. The dispatcher will be alerted if a PM is due on this machine, resulting in more effective use of technician time.

When a call is completed, inventory used  is reduced from your inventory. The inventory used may be completed at a later time, at your discretion.

The system will not allow you to dispatch a service call if the customer is on Credit Hold until authorization is obtained from a manager. 

When a call is completed, the parts inventory used from the technician's car stock is reduced from car stock and inventory. The inventory used may be completed at a later time, at your discretion. 

A street  map location for each machine may be maintained so that the technician may be dispatched from his current location to the nearest call, more effectively managing technician productivity.

Complete service history detailing times, meter readings, technician, and comments can be displayed, printed, or analyzed.  Every problem reported by your customer, service performed by your technician, and inventory used in any service call is stored for display or analysis.

The Daily Report includes a warranty replacement report showing all items replaced during the manufacturer's warranty period, all service performed, any inventory used with a separate report for billable and non-billable inventory, jobs to be billed, General Ledger posting entries for inventory used but not billed, call back analysis, and low stock report for inventory quantities which are below user-defined minimums.

Allows the user to enter the necessary preventative maintenance schedules by machine model. This may be based on either elapsed time or meter clicks. Thereafter, all machine models will be scheduled for P.M. automatically, thus relieving the service manager or operator the time and effort of keeping up with the P.M. status of each machine. This helps build customer satisfaction which in turn results in higher Service Contract renewal rates.

While logging a service call, the system will also perform a credit check in Accounts Receivable based on customer credit limit, pay class (i.e. COD or Cash with Order), and user defined past due balances. 

Keep track of miscellaneous, lunch, shop, and other time types for all technicians. Maximum technician productivity is extremely important to the productivity of the service department.

Car stock for the technician is maintained and can be easily re-stocked to the desired quantity by individual item or an entire car stock.