Service Manager Concepts

Service Manager Component Only

CAPITAL's service management and job costing system has been designed to be used when costs, charges and profits need to be tracked by "job" or "task" rather than by transaction. It can also prove useful when you wish to maintain service histories on equipment, (such as whitegoods, motor cars, industrial machinery, etc.) and locate service details by account code, job number, or some other reference.

Examples include: firms that service and repair goods, such as car dealers, machine shops, etc., firms that design, renovate, and/or build, such as carpet layers, bathroom and kitchen manufacturers, and so forth. Any type of company that install equipment in stages and/or bills progessively will also find Service Manager extremely useful.

Service Manager will allow you to:

• Reserve and then bill stock items and materials associated with the job--linking you into the Stock Control system.

• Add labour rates and costs onto time sheets. You can then examine job costings in terms of labour expenditure as well as analyse staff productivity in terms of hours worked and how that time was spent--by job and by activity or "cost centre". For example, how much time is spent spray painting relative to other tasks.

• Allocate supplier expenses directly to jobs. This may include materials, services and others. Job costs can be allocated to supplier transactions as they are entered, or allocated to jobs after they are entered.

• Notes, remarks and instructions of no practical size limit can be attached to each job. These notes can optionally be printed on job card forms.

• If orders have already been entered via CAPITAL's quotations or sales order entry systems, these details can be directly transferred onto jobs without any re-typing.

• An entire purchase order or particular items on a purchase order can be assigned to a job number. Operators can inspect all items awaiting delivery in order to complete a particular job at the press of a button.

• A job card can be closed or reopened at any time. A job card can also be entered as a "quotation" (not affecting stock levels) and then easily converted into an open job or back into a quotation again.

• A status screen is linked to each job, listing the contract price and costings relative to estimates, the total amount invoiced, the remainder to bill, costs broken down into materials/stock, expenses and labour, the days overdue (if applicable), the last invoice transaction number, amount and date and other information such as the job mark-up, margin and dollar profit.

• All invoices produced from a job can be listed on-screen, and "zoomed" for closer inspection at the press of a few keys.

• Each job can be assigned up to 9999 stages.

• An unlimited number of employee codes may be entered.

• Up to 4000 job cost centres can be established.

• Up to 4000 pre-set cost and charge billing/rate codes are supported.

For information on keyboard navigation see: Keyboard Short-Cuts.