Technician Scheduling

• Allows for creation of multiple dispatch board views by defining the information displayed for each service call as well as the selection criteria for displayed service calls

• Allows for addition of new services calls using the dispatch board

• Allows for auto creation of tasks based on preventive maintenance contracts defined

• Allows for auto creation of installation service calls based on options selected during order entry and the routing options defined for the item

• Match technician skills against requirements defined for each nature of task

• Track technician availability and prompt for customer scheduling conflicts

• Communicate dispatch information to technicians via email or fax

• Display history of service calls for a specific item/serial number or for a specific location

• Auto generation of installation tasks based on Routings defined form the Sales Order

• Optional integration with MapPoint

Billing

• Auto generation of renewal invoices for annual contracts

• Deferred revenue tracking for annualized contracts

• Allows for generation of warranty contracts for each item

• Auto generation of contracts from the Sales Order module using template contracts linked to inventory items

Contract Management

• Allows for required skill verification by nature of task and check for scheduling conflicts

• Allows for collection and invoicing of work done by the crew at the field. Allows for loading of tracked information into the Payroll system

Inventory Control

• Track inventory at customer site and maintain technician truck inventory

• Allows for creation of purchase orders for material needed for service calls; visual display notifies dispatcher as product is received for the generated purchase order