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Full Features List

Supplier: The Service Manager

With The Service Manager, you can choose the features that would be appropriate for your business. The software can be tailor-fitted to your operations to optimize results. It can be as many as you desire, or as few – depending on your requirements.

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Full Features List

Products

With The Service Manager, you can choose the features that would be appropriate for your business.

The software can be tailor-fitted to your operations to optimize results. It can be as many as you desire, or as few – depending on your requirements.

Below are a list of the most widely used features of TSM:

TSM Features (Summary)

Job Cards

  • Single point of access to all job information including customer & site details, billing information, parts used, labour and job history.
  • Audit trails to determine who-did what-when, stopping confusion.
  • Create Purchase Orders on-the-fly.
  • Colour-coded Job Centre to indicate approaching job due times.
  • Warranty information tracks all purchase details of the service product or components.
  • Facility for over-the-counter sales.
  • Quickly create detailed quotes and convert them into a job with one click.
  • Send jobs to field staff by email, SMS or PDA
  • Link documents to a job e.g., specifications, drawings, manuals.
  • TSM includes full debtors accounting functionality.
  • Priority codes can control Service Level Agreements (SLA).

Customers

  •  Enforce Order Number ensures order number must be entered on jobs created for the customer.
  •  Assignment of a favourite technician and job priority to a customer.
  •  One-button-Last-Job quickly displays the customer’s last job card directly from Customer’s Maintenance screen.
  •  Customer Labour Rate Matrix defines a set of special rates for a customer.

Timesheets

  • Clocked in Real Time on a PDA (if required)
  • Flexible time sheets -multiple days, multiple technicians and multiple rates.
  • Separate work and bill time.
  • Start/stop timer.
  • Overtime, travel time, prepaid time.
  • Worker time allowances.

Maintenance Contracts

  • Asset Register of all equipment at client sites.
  • Stores warranty and maintenance agreements.
  • Automatically create job cards for scheduled maintenance obligations.
  • Move/copy equipment between sites.
  • Manage prepaid support time contracts.
  • Flexible payment arrangements
  • Flexible schedule facilities
  • Track time allocated for Maintenance vs. time spent

Products

  • Single or Multi-location stock control (van-stock).
  • Fixed costs, Average Cost, Last Cost.
  • Bill-of-material and kits.
  • Assemblies
  • Store issues/receipts/inter-warehouse transfers.
  • Suggested reorder levels

Purchase Orders

  • Create Purchase Orders for jobs or stock.
  • Record Supplier Invoices for posting to accounting software.
  • Ability to receipt items and supplier invoices separately.

Contract Jobs

  • Manage multi-stages jobs with variations, progress invoicing & retention.
  • Estimates vs. actual costs, centres, parts & labour.
  • Summary screen for quick snapshot contract overview.

Reports

  • Over 200 250 reports including included covering all aspects of TSM.
  • Customise the layouts of all printed output.
  • Export reports to Excel, Ascii, Word,.CSV and Adobe Acrobat.
  • Email any report.
  • Automatically schedule any report.

Other Features

  • Open up multiple windows at one time without affecting performance.
  • User-defined codes to categorise a job, a product, etc., for reporting purposes. Over 500 ways to tailor TSM to your business needs
  • Multi tiered security levels.
  • Public notice information board.
  • User-defined fields allow you to add any additional fields you need to store your special job information.
  • ODBC compatible database

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