Screen Shots


Service

Description

The service module is intended to handle all service needs; Schedule new calls, reschedule, cancel and to follow up on the problems. One screen includes information for a customer, service, scheduling, service history, parts used for the service, and payment. This screen is designed for optimum efficiency, so the call me be taken while on the phone with customer.

Customer

Customer management may be done from this screen; customer service addresses are also available for easy maintenance. New customer may be created, or existing information may confirm or change. No need to jump some other screens.

Warranty Call

One of the differences between the warranty call and the non warranty call is that parts must be reimbursed by third party. That makes it important to show what parts were used for that particular job. Our system handles that just right. When technician is out in the field determines what parts need to order, he calls the office. The office enters these parts into the service document as back order. Purchase order is automatically generated. When parts arrive, the system sends automatic notification saying the parts are here for the service to complete. The customer is notified and the new service call (completion) is scheduled. System keeps the link between the warranty service call, Warranty Company, parts used and the purchase order for these parts. All of that documentation is used to get reimbursed for parts.

Schedule

The center piece of this screen is the service schedule at a glance. It features date, time and the technician. The user highlights the cell and selects the option for the service (call, recall, completion, etc...). It shows all calls for the day and it also shows different color chart indicating which calls were confirmed by technician and which are new and have to be notified. The schedule also support the blocking feature, where the technician is not working for some part of the day, then that time may be blocked and the system will not allow to schedule for that technician. Blocking feature may be changed by privileged personnel only.

Sevice History

Service history is essential to see when talking to the customer. As soon as the customer is found, the system displays the service history on that customer. It shows the technician, the problem, the date and was done during that visit. The user may respond to the customer in an informative way instead of saying I will call you back. This feature is invaluable for customer service as well as taking new calls.

Payment

Payment is also done in the same screen; it accepts partial payment or authorizations only. It also handles the customer credit. Payment is completely integrated with accounting part of the system. The whole payment history for that invoice is seen at a glance.

Entering parts

When the job is completed, the technician brings the invoices into the office. The office clerk enters the parts used for the job and completes it. After the completion the technician get paid for the job and reimbursement of the parts used on this job. Every thing is accounted for.

Features