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Integrated General Ledger for CAPITAL Accounting Software |
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CAPITAL
Service Manager is
a powerful and fully
integrated system for:
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- service management
- job costing
- project costing
- periodic billing
Service
Manager can support an unlimited number of job cards and can maintain
an unlimited transaction history on each. The system is integrated with
stock control, invoicing, purchasing, back ordering, sales ordering, quoting,
serial and batch number tracking, and other CAPITAL systems. The
job card screen is user configurable so extra information can be added
or non-applicable information removed. Up to six screens of job information
can be added and searched on. |
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Features |
Description |
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Work Management |
Provides
continuous records of job status. Monitors work-flow and warns of overdue
jobs. |
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Unlimited
Search Criteria |
Look-up
of jobs by either customer, date in, make and model, technician, type of
service/repair, client phone number, etc. No practical limit on search options. |
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List
View |
Prioritised
jobs listed on screen. Overdue jobs highlighted in red. |
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Job
History |
Tracks
previous work done on items for warranty purposes, etc. |
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Customise
Screens |
The
job card screen (and related printed forms) may be fully customised. Up
to 6 screens of service information may be maintained per job. Users may
add additional (special) field information to the standard screen. Special
fields may also be searched and included in printed forms. |
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Stock
Control Link/td> |
Reports
on stock (such as spare parts) used and serial/batch numbers for each job.
Direct link to CAPITAL stock control system. Extended serial number tracking
options are available. Full support for stock kits and non-diminishing items. |
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Expense
Costing |
Calculates
costs based on time, materials and other expenses such as sublet repair
charges/contact work, delivery fees, etc. |
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Periodic Billing |
Completed
jobs may be invoiced once or an unlimited number of part invoices may be
generated. |
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Customer
Job Card Forms |
Produces
a quotation or a "job received" docket or form. May contain conditions
of work or custom messages and may be fully customized. |
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Unlimited
Notes |
Up
to 99 note areas may be defined per job, with each note containing unlimited
note information. Optionally inserts time/date/user information before entry
of note. |
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Customer
Link |
Integrated
with customer accounts system for invoicing. |
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Cost Overrun Tracking |
Job
and charge estimates may be entered in jobs. Overruns are highlighted in
red. |
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Copy Jobs |
The
details of old jobs may be copied into new jobs. Full details or address
details with or without note information may be included. |
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Service
Invoices |
Job
cards may have a different invoice style from regular invoices. These invoices
may access the job details file. |
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Stage
Allocation |
Up
to 9999 stages per job with option to invoice or cost by stage. |
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Transfer
Quotes/Orders |
Information
from existing quotations or sales orders may be inserted into jobs without
re-keying. |
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Quotation
Mode |
A
job may be raised as a quotation and then converted into an active job at
any time. |
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Purchase
Link |
Stock
awaiting arrival based on purchase orders for jobs may be listed by individual
job on-screen. When job related purchase items arrive they may be optionally
transferred directly into waiting jobs. |
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Reopen
Closed Jobs |
Jobs
that have been closed may be reopened at any time. |
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Pre-Defined
Charges |
Up
to 4000 time/labour rates may be set. |
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Discount
Codes |
Service
Manager is fully linked to Customer Special Pricing. Agreed pricing or general
discounts on spare parts may be assigned. The discount rate may also be
altered by individual job. |
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Flexible Invoicing |
Operators have numerous invoicing options including:
- Itemize time/labour (or summarize)
- Itemize stock/materials (or summarize)
- Produce overall
total only
- Invoice all open
jobs, marked jobs or selected job only
- Invoice a
specified stage only
- Invoice a
specified customer category only
- Allow
inspection/editing of invoice before acceptance
- Transfer work
note information onto invoices
- Repeatedly bill
a service or stock item when each invoice is produced
- List and inspect
all prior invoicing and "zoom" on details
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Billable
Hours |
Tracks
hours used versus hours billed. |
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Travel
Time |
Can
maintain travel charge/rate as separate from service rate. |
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Card
File Link |
Invoices
may be generated from Card Files and linked to jobs. Ideal for task/project
costing for training/seminar course management, etc. |
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Security |
Access
levels and user profile can restrict operator access to profit/cost information. |
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Unpaid
Job Warning |
Searches
for previous unpaid work and warns when entering new jobs. |
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Track
Expenses by Activity |
Contractor
work and other expenses can by tracked by cost centre code/activity. |
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Standard
Charges |
Up
to 10 user charges may be assigned per job. |
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Track
Cost by Activity |
Staff
activity codes may be assigned to work performed. Up to 4000 activities
may be defined. |
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Workload
Scheduling |
Lists
work received/target complete by date/work quoted/work closed. Daily, weekly
and monthly on-screen overview. |
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Comprehensive
Reporting |
- Management reports on time, materials and estimated
profits including margins.
- Reports by entered criteria, such as job number
range, date range, incomplete jobs, work in progress, account code,
priority (marked) jobs, overdue jobs, etc.
- Estimated Costs Versus Actual Costs report.
- Cost Centre (Activity) Analysis.
- Jobs Linked To Unpaid Invoices Report.
- Staff Time Analysis Reporting. Sort by charges per
hour, cost per hour, employee code, hours worked and highest profits.
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Business Software
You Won't Outgrow
CAPITAL Office is a trademark of Capital Office
Business Software. All other products mentioned are registered trademarks
or trademarks of their respective companies. Copyright © 1985-2007
Will Nitschke for CAPITAL Office Business Software. All rights reserved.
Capital Office Business Software Home Page: www.capitaloffice.com.au |
