what’s new in ventus

30
What’s New in Ventus Service Management

Upload: aden

Post on 24-Feb-2016

34 views

Category:

Documents


0 download

DESCRIPTION

What’s New in Ventus. Service Management. Dispatch Board Alarm Function. Under Misc Options: Added a new function to the Dispatch Board which will show Alarm on and Display the last alarm. When you choose alarm on at the top of the board you will see A+. - PowerPoint PPT Presentation

TRANSCRIPT

Page 1: What’s New in Ventus

What’s New in VentusService Management

Page 2: What’s New in Ventus

Dispatch Board Alarm Function

• Under Misc Options: Added a new function to the Dispatch Board which will show Alarm on and Display the last alarm. When you choose alarm on at the top of the board you will see A+.

• It will display the alarm when the ticket is past the scheduled time. Comparing scheduled time to current time. Once a ticket alarm has been acknowledged, it will not display the alarm again for that ticket unless you exit the Dispatch Board and come back in.

• Each time you come into the board you have to choose alarm on. The default is for Alarm off.

Page 3: What’s New in Ventus
Page 4: What’s New in Ventus

Dispatch Board Time Option

Dispatch Board Layout: Added the Time Option so that the user now has the ability to specify AM/PM time or Military time.

Go to Maintain > Service > Dispatch Board Layout Maintenance to the General Option. The default option is AM/PM.

Page 5: What’s New in Ventus
Page 6: What’s New in Ventus

Add/Edit Words for Comments

Words can be added/edited from spell check for comments in the Dispatch Board or Complete and Update Tickets.

Page 7: What’s New in Ventus
Page 8: What’s New in Ventus

Print Tickets Note Completed Report

Print Tickets Not Completed report under Daily Reports will now print the full address or at least partial address.

Copy Report Options will need to be run for this report.

Page 9: What’s New in Ventus
Page 10: What’s New in Ventus

PM Scheduling Method

On the Contract Tab of Site Maintenance the PM Scheduling Method has a new option for "Every 4th Month“.

Page 11: What’s New in Ventus
Page 12: What’s New in Ventus

Include Use Tax in Cost on Service Invoices

Use tax can now be include in the cost for service invoices. Go to Company Maintenance on the SB Options tab, page 2, to select this option.

Page 13: What’s New in Ventus
Page 14: What’s New in Ventus

Print Tickets Not Completed Report

Print tickets not completed" listed under Daily Reports for Service Management now has a column that shows the status of the ticket.

Page 15: What’s New in Ventus
Page 16: What’s New in Ventus

Flat Rate Price Import

Import Flat Rate: Added the ability to specify where to load the Kimmon files when loading Callahan Roach information.

Go to Tasks, Service Management, Import Flat Rate.

Page 17: What’s New in Ventus
Page 18: What’s New in Ventus

Site List Detail Report

Now has the option to print the Site List with Detail. The report has the ability to specify one, range or All.

Go to Reports, Service Management, Site Detail Report.

Page 19: What’s New in Ventus
Page 20: What’s New in Ventus

Service Backlog Hours Report

Rules for this report to work. The problem code has to have estimated hours assigned to it. The ticket has to have status of not complete in the completed ticket entry screen. The technician information pulls from the labor lines that have been entered on the service ticket.

Page 21: What’s New in Ventus
Page 22: What’s New in Ventus

E-Mapping or E-Routing

A specific ticket can be selected or all tickets can be selected.

Page 23: What’s New in Ventus
Page 24: What’s New in Ventus
Page 25: What’s New in Ventus

E-Service

Provides a customer Portal into Ventus to log their own service request.In the customer file, there is a place to create the login and password for the customer login.The Administrator can see who is logged in along with the account information.

Page 26: What’s New in Ventus
Page 27: What’s New in Ventus

INFORMATION HAS BEEN ADDED TO THE PREVENTENTIVE MAINTENANCE.

It is easy to see from this screen which PM’s have been completed

Page 28: What’s New in Ventus

THE DIVISION FIELD HAS BEEN ADDED TO THE PM SETUP SCREEN

Page 29: What’s New in Ventus

TASK CAN NOW BE ADDED TO MAIN LINES AND BOTTOM LINES

Page 30: What’s New in Ventus

Questions