Work, Service, & Install Order Management for Service Industry
The Service and Installation Modules track your service calls and work or installation orders, system moves or changes, inventory, equipment and product orders, and technicians. They also track sale prices, allowing you to instantly quote accurate prices to customers and sales leads, which are critical requirements to manage your services and customer relationships.
The Service Calls Module tracks service calls pending or in progress.The Closed Service Module tracks service calls that have been completed.The Install Orders and Closed Orders Modules function the same as the Service Calls and Closed Service Modules. For a detailed overview of what is containted in a complete order management system (OMS) please follow this link: OMS Defined
Work Order Screenshots:
Services Provides two unlimited text fields for the entry and editing of services requested by and provided to your customer.
Labor Assign technicians to work on your service calls. Enter estimated and actual hours, and edit labor and travel rates on-the-fly.
Materials Enter, view and track customer-specific system information. Track installations, maintenance and warranty contracts, and system sales information.
Charges View a summary of the default rates as they appear in the customer record.
Customer View general customer and account data such as credit limits and account aging. Edit and print driving directions.
Equipment View or edit equipment at your customer’s site. Select items from an inventory list or enter as new items. Edit or add to posted records and invoices are automatically updated. Print or preview a Customer Equipment List. View system data including installation and warranty information.
Trunks View and edit telephone line data.
History View a complete history of closed service calls.
Instantly access any customer record.
Print service tickets and invoices, both of which can be customized to include your company logo.
Use auto text entries for common services.
Technician scheduling and tracking with Dispatch Control Utility.
COD and PO flags and controls.
Automate notifications with the Message Center.
Email capability on all orders.
Updates account information, customer history, service calls history, sales journal, technician’s history, inventory and invoices accounts receivable