overview of the servicelink direct job cycle
DESCRIPTION
ServiceLink Direct is designed for companies that have a lot of jobs to manage and control using mobile operatives First – An overview of the ServiceLink Direct job cycle Then – A detailed look at how it works. Overview of the ServiceLink Direct job cycle. - PowerPoint PPT PresentationTRANSCRIPT
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ServiceLink Direct
From
Walker Martyn Software Ltd
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ServiceLink Direct is designed for companies that have a lot of jobs to manage and control using mobile
operatives
First – An overview of the ServiceLink Direct job cycle
Then – A detailed look at how it works
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Overview of the ServiceLink Direct job cycle
• A customer has a problem – and tells you
Job logged Job Managed Job
completed
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Overview of the ServiceLink Direct job cycle
• A customer has a problem – and tells you
Job logged Job Managed Job
completed
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Overview of the ServiceLink Direct job cycle
• A customer has a problem – and tells you
OR computer to computerJob logged Job Managed Job
completed
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Overview of the ServiceLink Direct job cycle
• Job sent to Operative • Phoned / via handheld• Or Job faxed / Emailed / Sent by SMS • Can be done as soon as a job is entered or
later
Job logged Job
ManagedJob
completed
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• Job management and control• e.g. “Why aren’t you on-site”
Overview of the ServiceLink Direct job cycle
Job logged
Job Managed
Job completed
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Job completed ( details of work done , materials used , additional work required etc)
Overview of the ServiceLink Direct job cycle
Job logged
Job Managed
Job completed
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Overview of the ServiceLink Direct job cycle
• Invoice printed• Then transferred to accounts system
Job logged
Job Managed
Job completed
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Overview of the ServiceLink Direct job cycle
• All data stored in archive for easy access later .
• A complete job history of each site quickly available
Job logged
Job Managed
Job completed
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Planned maintenance
Direct entry
Direct from client
computer
Invoicing
Costing
Scheduling
Automatic priority
escalation
Complete site history
Overview - flow
INPUTS OUTPUTS
Control of all
Work in Progress
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Standard basic system
• Job entry– Reactive - Call entry– Planned maintenance - call generation
• Job monitoring – sort , locate , filter– automatic escalation
• Invoicing• Purchase orders• Costing• MS Office interface
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Additional options
• Optional modules– Handhelds– SMS– E-mail– Attachments.
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Ever felt like -• There is a lack of control over what’s
happening ?
• You want to find out where the problems are before they are problems?
• Get in control with ServiceLink Direct
Now we look at how ServiceLink Direct provides control
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The main control screen
• Shows all jobs not finished / not yet invoiced
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• Shows all jobs – so no job is forgotten• You can find what you want to see
quickly and easily from here
The main control screen
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• Call details all held together• all information quickly available via “point & click”
Then to the job details screen -
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• Job notepad for recording anything “out of the ordinary” about a job
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• Purchase order details easily available
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• Labour recorded against each job for costing and charging purposes
• Different contracts can have different labour rates
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• Materials recorded against each job for costing and charging purposes
• Different contracts can have different charging rules
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• Miscellaneous items recorded against each job for costing and charging purposes
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• Each job quickly and easily assessed for margin before invoicing
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From the job details screen all the other details are quickly available for
Audit of “who did what”<- Site history
Any attachments
customerkit installed
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Customer Details quickly available
• Information about the site can “popup” whenever a call is placed
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Details quickly available for
<-- site history
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Details quickly available for
• site history
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Details quickly available for
<-- complete call audit
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• Automatic audit trail – who , what & when
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INVOICES
• Can be printed as required• run off in batches • faxed / Emailed • ServiceLink Direct records invoice details of
value , date , number etc
• Various formats available
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How do we make ServiceLink Direct user friendly?
Firstly - Users can adjust the main screen to their own requirements
( which can be varied through the working day )
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• - move columns to suit your needs• Simple drag and drop
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• - change ordering of data by clicking on any column header
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• Secondly – Users can find jobs easily• using “search for”• Just type in what you’re looking for eg address , order number , job
number etc
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• Use the “filter” button to display any number of jobs that match what you’re looking for
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• Batch Timesheet / materials input
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• Many standard reports• + you can add your own• + Spreadsheet transfer
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• Planned maintenance jobs generated automatically
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• Easy to swap to different views e.g. calls , purchase ordering , invoicing
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ServiceLink Direct is designed for companies that have a lot of jobs to
manage and control ,using mobile operatives
We can’t put everything that the software can do into one
presentation, so if you’d like to find out more
Contact us on 0141 332 7999Or [email protected]
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ServiceLink Direct from
Walker Martyn Software Ltd
Contact us on 0141 332 7999Or [email protected]
ServiceLink Direct from
Walker Martyn Software Ltd
Contact us on 0141 332 7999Or [email protected]