Service Manager supports an unlimited number of job cards and can maintain an unlimited transaction history of each. The system is integrated with scheduling, stock control, invoicing, purchasing, back ordering, sales ordering, quoting, serial & batch number tracking and other accounting functions. Ideal for service work, repair, maintenance, field service and project management.
Time, Expenses, Materials
Record labour time, expenses (out plant), materials and spare parts used, and other charges and fees.
Visual design tools let you customize job cards to suite your exact needs. Remove information you don’t want and add
your own, including lists and images. Up to six screens of information can be added to each job.
FeaturesWork ManagementProvides continuous records of job status. Monitors work-flow and warns of overdue jobs.
Tracks previous work done on items for warranty purposes, etc.
Stock Control Link
Reports on stock (such as spare parts) used & serial/batch numbers for each job. Enhanced serial number tracking options are available. Full support for stock kits & non-diminishing items.
Calculates costs based on time, materials & expenses such as sublet repair charges/contact work, delivery fees, etc.
Job cards may have a different invoice style from regular invoices.
Completed jobs may be invoiced once or an unlimited number of times.
Cost Overrun Tracking
Job & charge estimates may be entered in jobs. Overruns are highlighted in red.
The details of old jobs may be copied into new jobs. Full details or address details with or without note information may be included.
Up to 9999 stages per job with option to invoice or cost by stage.
Information from existing quotations or sales orders may be loaded into jobs without retyping.
A job may be raised as a quotation &
converted into an active job at any
When job related purchase order items arrive they may be optionally transferred directly into waiting jobs.
Reopen Closed Jobs
Jobs that have been closed may be reopened at any time.
Up to 4000 time/labour rates may be set.
Fully linked to Customer Special Pricing. Agreed pricing or general discounts on spare parts may be assigned. The discount rate may be altered by individual job.
Tracks hours used versus hours billed.
Can maintain travel charge/rate as separate from service rate.
Unlimited length note information can be maintained for each job. Notes are automatically date/time/user stamped & are dynamically spell checked.
Card File Link
Invoices may be generated from Card Files & linked to jobs. Ideal for task/project costing for training/seminar course management, etc.
Unpaid Job Warning
Searches for previous unpaid work & warns when entering new jobs.
Track Expenses by Activity
Contractor work & expenses can be tracked by cost centre/activity.Standard ChargesUp to 10 user charges may be assigned per job.
Track Cost by Activity
Staff activity codes may be assigned to work performed. Up to 4000 activities may be defined.
Unlimited Search Criteria
Find jobs by customer, date received, make & model, technician, type of service/repair, client phone number, or whatever criteria you wish. No practical limit on search options.
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 & included on printed forms.
Customer Job Card Forms
Produces a quote or ‘job received’ form. May contain conditions of work or custom messages & may be fully customized using visual design tools.
Images & Documents
Link images, documents, & external files to jobs.
Each job list may have a user configurable selection of columns. An unlimited number of lists may be created & filtered by various criteria.
Hide or prevent editing of any field (such as charges or on-hold status) or prevent viewing of the whole account, subject to the user's security level. Subject to the edition of CAPITAL running, jobs may be selectively hidden from view. For example, department A cannot view the jobs of department B.Access levels & user profile can restrict operator access to profit/cost information.Export to Microsoft OfficeThe job file can be loaded into most popular spreadsheets such as Excel & OpenOffice, databases such as Access and word processors such as Word. Mail merging with Microsoft Word, or linking to external applications.
Multiple Delivery Addresses
Unlimited delivery or contact addresses per job.
ReportingManagement reports on labour, materials & 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 & highest profits.
Flexible BillingNumerous billing options include:Itemize time/labour (or summarize).Itemize stock/materials (or summarize).By specified due dates.Produce overall total only.Invoice all open jobs, tagged 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 with each invoice.List & inspect all prior invoicing & ‘zoom’ on details.
Jobs may be scheduled by dragging them onto the technician calendar. Rebook jobs by dragging the job onto a different technician’s schedule or shift into a different time period with your mouse. Booking clashes are highlighted in red.
View daily bookings on Day Calendar or view all bookings on the main system calendar in week or month presentation format.