- service management
- job costing
- project costing
- periodic billing
Service Manager can support an unlimited number of job cards and can maintain an unlimited transaction history on each. The system is integrated with stock control, invoicing, purchasing, back ordering, sales ordering, quoting, serial and batch number tracking, and other CAPITAL systems.
The job card screen is user configurable so extra information can be added or non-applicable information removed. Up to six screens of job information can be added and searched on.
Work Management - Provides continuous records of job status. Monitors work-flow and warns of overdue jobs.
Unlimited Search Criteria - Look-up of jobs by either customer, date in, make and model, technician, type of service/repair, client phone number, etc. No practical limit on search options.
List View - Prioritised jobs listed on screen. Overdue jobs highlighted in red.
Job History - Tracks previous work done on items for warranty purposes, etc.
Customise Screens - 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 and included in printed forms.
Stock Control Link - Reports on stock (such as spare parts) used and serial/batch numbers for each job. Direct link to CAPITAL stock control system. Extended serial number tracking options are available. Full support for stock kits and non-diminishing items.
Expense Costing - Calculates costs based on time, materials and other expenses such as sublet repair charges/contact work, delivery fees, etc.
Periodic Billing - Completed jobs may be invoiced once or an unlimited number of part invoices may be generated.
Customer Job Card Forms - Produces a quotation or a "job received" docket or form. May contain conditions of work or custom messages and may be fully customized.
Unlimited Notes - Up to 99 note areas may be defined per job, with each note containing unlimited note information. Optionally inserts time/date/user information before entry of note.