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
Building Materials Supply & Service, Commercial & Industrial Contracting, Electrical, Plumbing, & HVAC, Heavy Construction Equipment, Residential General Contracting
Route Management, Sales Order Entry, Project/Job Scheduling, Dispatch Control, Field Service, GPS Tracking, Handhelds/PDAs, Warranty & Service Contract Management