service manager professional service, preventative maintenance, equipment management,...

Service ManagerProfessional service, Preventative maintenance, Equipment management, Contract/agreement admin,

and Job Cost solutions

About Technisoft• Technisoft founded 1987 over 25 years ago

• Highly focused and qualified R&D team

• “Best” development practices applied

• Worldwide distribution & support structure

• Endorsed Supplier to Sage globally

• Sage 300 ERP Endorsed Development Partner

Markets and Customers

• Consumer electronics, IT & T, PABX, networking h/w.

• White goods, including AV equipment, commercial capital items.

• Mining, plant infrastructure.

• Jobbing (e.g. Engineering).

• Heating and cooling, commercial HVAC, industrial security.

• Pumps, motors, generators and other heavy equipment.

• Facilities management, commercial services.

• Service and maintenance contracts.

• Over 3,800 US Standard Industry Codes and vertical solutions supported

by Service Manager.

russellfood.ca

Some Customers

Accounts Payable

Accounts Receivable

Order Entry (link Only)

Sage CRM

General Ledger

Purchase Orders

Inventory Control

Service Manager

Serialized InventoryLot Tracking

Integration to Sage 300 ERP

PO Add-On Pacific PO Workflow

Employee PortaliPad/Android tab

Customer Portal

Field Connect VMmobile/Meters

Service Centers

Advanced Maintenance

Serialized InventoryLot Tracking

Fling-It

Avalara Tax Advanced Scheduling

Sage Alerts & Workflow Sage Inventory Advisor

Integration to Sage 300 ERP

Major functions include

Jobs Equipment Agreements

ReturnAuthorizations

Faults Query Tools Field/Online Solutions

Employees

• Document types includeJobs Sales OrdersQuotesTemplatesRecurring jobsHistoric jobs

• Priority levels

• Multi-level document structure Projects/Jobs/Phases/Sub Phases/Task &Activities

• Provides complete financial informationEstimate, actual and varianceWork in progress

Jobs/Work Orders

Jobs

• WIP Recognition Methods Completion or Billings and CostsMatch revenue and expenses

Jobs/Work Orders

Jobs/Work Orders• Totals, budgets, profitability

Jobs/Work Orders• Service Centres

Geographic or Internal DivisionsUnlimitedRenumber documentsGL segment overrideDefault inventory locationLock employees to a Service CentreService Centre default work location - On site/At Service Centre (Tax Group aligned)

Jobs/Work Orders• Accounts Payable Integration

Add expenses directly to a job

Jobs/Work Orders• Unlimited Statuses

• Workflow

• User Control Security

• Define actionsInvoiceCost OnlyCredit NoteAllow Copy

• Track AuditsLogs track from - to, when, and which user made the change.

Jobs/Work Orders

• Powerful notation functionUnlimited textGeneral & critical warningsCustom fieldsFollow-ups Attach Files and ObjectsEmailInclude on Posting

Job Features

• Jobs can be easily created fromQuotationsTemplatesOther jobs

• Transactions includeLabor allocationParts/Inventory issuesPurchase requisitions/ordersPurchase order workflow and approvalSub-contractorsStandard chargesBurden and overhead allocation

Create Jobs Easily

Reports• Print various forms and reports

Over 80 standard reportsJob cards/Work orders Picking slipsInvoices and credit notesQuotations and customer confirmationsJob detail reportsLabour utilizationSchedulingCustom user defined reports

• Use Crystal Reports, Sage Intelligence, Other

• Enter time fromSmart phonesiPad/TabletsBrowserDesktop

• Check totals

• Approval process

• Payroll import

• Time Recorder

• Time Manager

Time Entry

• Track employees & related informationCost and billing ratesSkills recordedLinked to work group(s)Commissions trackedWork history retainedBillable and non billable timeLabour utilization/performancereportingLoading %GL Segment override

Employees

Employees

• Models

• Meters

• Preventative Maintenance

• Faults

• Agreements

• Jobs

• Rentals / loan equipment

• Returns (RA/MRA)

• Refurbishments

• Management information

Equipment

Equipment

• ModelsManufacturerInventory mappingCustom fieldsMaintenance trackingMeter trackingComponentsAccessoriesDocument storageFault historyModel parts list

Equipment

• EquipmentInherits model basicsSerial numberLot numberInstall dateLast/next service dateLogged dateWarrantyMetersMaintenance Custom fieldsComponentsLife cycle history GL segment overrideDocument storage

Equipment

• Maintenance ScheduleUp to 15 levelsCross level dependencyOne off processingMandatory or optionalCreate job or invoiceAutomated activationUse templatesInstructions on jobsPre allocate resourcesChange options to set next or previous run date

• 3 steps Create a PlanSpecify Condition/sSpecify Task/s to perform.

Advanced Maintenance

• Maintenance TypesSite/Equipment maintenanceModel maintenance (Publish to equipment)

• Conditions/TriggersFrequency or schedule based(daily/wkly/mthly/yrly…)Meter or date basedInterval basedSite/Equipment conditionalPredictive maintenance

• Task & ActivitiesCheck proceduresNumeric measurementsText inputQuestionsMulti choice list

Advance Maintenance

• Determine Inventory Requirement lists by period or date range.

• Order parts in advance so they are available for scheduled jobs.

• Obtain volume pricing discounts.

Advanced Maintenance

• Advanced Maintenance ProcessSetup

Enter meter readings if requiredPost Calendar to WorksheetsPost worksheets to jobs

Complete tasks and activities in jobsView statisticsView profit , totals for period or year

• Maintenance Cycling allows a repeat ofa cycle at a particular point.

• Maintenance conditions can be based on task completion date

Advanced Maintenance

• Graph Task Duration per period.

• Compare estimated hours to actual.

Advanced Maintenance

• MetersMultiple meters per equipmentUser defined quantity typeLast and current readingsUsage readingLinked to planned maintenanceReading schedules automatedFull history of metersApply take on valuesPropagate Master Readings to Components

Equipment

• Equipment FolioList all equipment at a site byModelSite locationEquipment IDAgreement

• Transfer Equipment

• Add new equipment

• Search

• History

• Life cycle costs/revenue

• Replacement / Refurbishment

Equipment

• Agreement types includeMeter agreementsWarranty agreementsSite agreements

• Multiple agreements per customer

• Multiple sites per agreement

• Multiple equipment per site

• Covers labor, parts, contractors and other

• Integrated to Scheduler, Employee Web Portal, Field users

Agreements

Agreements

• Common agreement functionsAgreement statusPeriod of coverReview dateCover % (labor, items, …)Warnings (% of revenue)Usage contracts (hrs/points)NotationsUser defined fields

Agreements

• Common agreement functionsRevenue to dateCosts to dateAgreement profitabilityFull historyDetailed transactionsJobs allocated automaticallyUser defined reports

• PlansPrice listsHours of coverSpecify parts/services to coverEscalation

Agreements

• Agreement view by Bill To Customer

Agreements

• Agreement setupUse the agreement wizard to easily create new agreements

Agreements

• Meter agreementsEquipment basedPeriodic invoicesBased on meter readingsInvoice usage and parts/laborUser defined formulaeMultiple meters can be usedAutomated meter readings

Agreements

• Warranty agreementsManufacturer/Vendor/Supplier basedChoose by model or equipmentAutomated claim managementClaims created from jobsClaim on cover or cost valuesClaim all parts, labor and other

Agreements

• Site agreementsCustomer basedInclude equipment by siteRecurring chargesAnniversary or scheduleMultiple billing linesRevenue amortizationAutomated invoicingConsolidated invoicingOne off charges

Agreements

• Manage return authorizationsCustomer RAsVendor MRAsUser defined statusMultiple equipment or parts per RAJob or non job basedPrint receipts/returnsCustom formsHistory tracked

Return Authorizations

Return Authorizations

• Track the process From customerExpectedReceivedReturned

To vendorReturnedExpectedReceived

• Multiple Shipping documents

Return Authorizations

• Knowledge Base

• Quick access to information

• Linked to models

• Easy fault search

• Updated from jobs

• RecordsReported ProblemSymptomsFaultsSolutions

• Import/Export

Faults

Faults

• Solutions linked toAttach documents, objects, URLsBilling templates for jobsSkills required for repairDegree of difficultyCustom fieldsNotations

• Full fault history

• User defined reporting

Faults

• Requires a central MS Windows Service to be installed

• Runs on Windows notebooks and surface tablets only

Offline Mobile Solution

• Device independent Supports all current smart phones or tablets, Apple/Android/Blackberry/Windows 7/8

• Developed with MS .NET MVC jQuery Mobile HTML5Consists of a Web Server connected to the Sage 300 ERP system

• Multi- Company support

• User authentication - security

• Supports dispatch notification

Field Connect (Online)

• The framework can be applied to OE, IC, or any Sage 300 ERP module.

• Customisable -> consulting opportunities

• Time entry centric

• Add labour travel and miscellaneous services

• Click address to load Map and get directions

• Click contact telephone to auto dial

Field Connect

• Search by Date, Site, Serial Number,Design your own Searches

• Edit existing jobs from the field

• Update Status or Priority

• Select Phase, and Equipment working on

• Management view to see all jobs

• Fully integrated Service Manager

• Fully integrated to Advanced Scheduling

Field Connect

Login Authentication Home Menu

Field Connect

Daily Schedule Weekly Schedule

Field Connect

Create/Edit Appointment Create/Edit Actual

Field Connect

• Time entry

• Record time

• Labour, Travel

• Non-job related time

• Billable vs non billable

Items•Sage 300 ERP Inventory

•Finders

•Locations

•Price override

•Cost Only

•Edit description

•Edit Category

Field Connect

Job/Equipment History Insert Notations• Upload

photos or files

• Download files from server

• Include on invoice

Field Connect

Step 1 - Sign Off Step 2 - Customer Signature

Field Connect

• Create new job from Template

• Add equipment

• Assign yourself to a job

• Copy notes from Template

Field Connect

• Use Knowledge Base to resolve problems

• Add symptoms, faults, solutions from database

Field Connect

• Return to most recent jobs quickly

Field Connect

• Add new tasks

• Complete existing tasks & activities

Field Connect

• Transfer equipment from the field from site to site or site to in-house.

Field Connect

• Job Tree – View/Add/Modify/Delete Details

Field Connect - Advanced

• Job Tree – Details/Edit

Field Connect - Advanced

• Job Tree Filters - Filter lines by Held, Complete, Assigned

• Full item edit of existing lines. i.e. add/modify/delete

Field Connect - Advanced

• Job Details

• Meter readings

• Equipment information

• Warranty details

• Agreement status

Field Connect

• Coming soon

• Email/Print invoice PDF

• Change Bill to

• Offline (Being reviewed)

• Employee appointment receipt acknowledgments

• Consolidate Invoice (Being reviewed)

Field Connect

• Browser based

• Runs in Sage CRM or standalone

• Field engineers and general staff canView and edit jobsCreate new jobs or quotesAdd notations, upload files, download filesView custom fieldsView equipment or site historyCheck warrantyAdd parts/services

Employee Portal

• Field engineers and general staff canAdd Time entriesEnter parts & serial/lot numbersAdd PO’s / RequisitionsTake signaturesRead reportsComplete jobsRaise invoicesPrint quotes, job cards/work orders

Employee Portal

• List jobs the employee is assigned to

• Employee dashboard or management view

Employee Portal

• Manage documents

• Full access to Document Entry

Employee Portal

• PrintInvoices and credit notesQuotationsWork orders/job cards

Employee Portal

• Signature E.g. customer approval of work

Employee Portal

• File upload/download E.g. photos from field

Employee Portal

• iPad /Android/Win Surface Tablet support

Add Time Entries

Employee Portal

• Sage CRM integration includesOpportunities (promote a quote to a job)Cases (promote a case to a job)Workflow

Employee Portal

• Customers canLog job requestsFollow status of job requests through to completionCheck their site and equipment historyCheck billing historyCheck agreement/contract informationCheck preventative maintenance schedules, tasks and activitiesPerform equipment, model and site searches

Customer Portal

• Dashboard showsMy RequestsMy Equipment

• View requests; create new request

• Equipment, model and site search

Customer Portal

• View and edit job requests

Customer Portal

• Equipment FolioEquipment, site, purchase, warranty, history and billing detailsDocument requestsMaintenance tasks and activities

Customer Portal

• Equipment MaintenancePosted to job, awaiting posting to job, next maintenance due, future maintenance

Customer Portal

• General site or specific equipment request

Customer Portal

• Search optionsEquipment, model and site searchFilter and group as required

Customer Portal

• Manage, review and post customer portal requests to jobs

• Conduct live chats

• Email responses

Request Manager

• Turn customer requests from the internet into jobsFull access to desktop job functions

Request Manager

• Outlook style Calendar

• Job List view

• Supports 3 Resource Types – Employees, Internal Equipment, Contractors

• Route and map functions using Google Maps

• Sync Outlook

• Print calendar, job list or schedule

Advanced Scheduling

• Colour by, Job Type, Status, Priority, Zone, Service Centre, Customer, Agreement...

• Retrieve actuals

• Employee Jobs and hours displayed

• Sync Outlook Calendar

• Copy/Paste appointments

• Appt. deletion security

Advanced Scheduling

• Dispatch – Alerts, Notifications, Colour by

Advanced Scheduling

• Powerful Summary screen to determine availability/utilization

• Block reschedule entire days

Advanced Scheduling

• View actual time as well as % complete estimate

• Job “Managed By” available as tooltip option

• Appointments with Zero time now display. E.g. assigned but no appt.

Advanced Scheduling

• Supports Google MapsCreate and modify Job routes. Print Job Cards, Maps, Directions Customise column headers in Route view

Advanced Scheduling

• Find, Reserve and Book Resources Time Line view

Advanced Scheduling

• Find, Reserve and Book Resources Calendar viewFind appointment by job, site or appt. number

Advance Scheduling

• Print or email an Employees Work Order’s for the day.

• Include Task Lists.

• Forms can be fully customized using Crystal Reports.

Advance Scheduling

• Print Daily Appointment Listing.

• Add or remove additional details as required.

• Plot time line so employee can see when they are scheduled to be on site.

Advance Scheduling

• Outlook Add-in

• Connects using Sage 300 ERP Views and/or Direct SQL

• Uses Sage 300 ERP Finders

• Connects to any SQL database, X3…

Fling-It

• Customize Layouts and view packets to build your own solutions (Great revenue earner).

• Completely customized searches and content

• Interfaces to Report Manager

Fling-It

• Report Manager®replaces SAP®Crystal Reportinterfaces with powerful interfacesthat you can customize as wellas schedule your reportingrequirements

• Create unlimited report parameters Automatically extract existing SAP®Crystal Report parameters,add Sage 300 ERP finders, text fields, dates, drop-down lists andcheck boxes.

Report Manager

• Create unlimited report groupingsGroup your reports by what to run, like General Ledger, Accounts Receivable, Inventory Control etc. Or when to run, like end of day, week or month.

• Security OptionsControl who sees and printseach report.

• Report Manager has been written into the Sage 300 Views and works with any Sage 300 Core and custom reports

• Reports are stored in tables on a per Sage 300 ERP company basis with full import/export, dump/load abilities

Report Manager

• Reports can maintain more than one schedule at a time, each with their own pre-set parameters.

• Email & schedule reports.

• More than 1 user at a time can manage the reports in ADMIN mode so locking of reports during editing is managed at the report level rather than at a system wide level

Report Manager

• Define a query / use Event Pack supplied

• Determine events that use that query

• Set frequency of check

• Email, SMS, program alert

Sage Alerts & Workflow

• Sage Inventory Advisor is an affordable cloud solution that helps companies reduce excess inventory and free up working capital while minimizing stock-outs and increasing revenue.

• Sage Inventory Advisor can now consider your Service Manager Inventory based sales history activity data.

Sage Inventory Advisor

Avalara Tax Calculator • State what the Tax Group is.

If the customer (Job) uses that Tax Group it calls the Web Serviceto obtain the latest taxcalculation online. If not the normal Sage 300 ERP Tax calculation will apply.

Contact details:

• Visit our website www.technisoft.com

• Email us at technisoft@technisoft.com.au

• Call us on +61 7 5554 5844

Exceeding your Expectations