Services Management

Embedded Solution for Sage 100cloud ERP

The Services Management Ecoboost integrates seamlessly with Sage 100 products and can handle all your service needs including entry of service calls, management of field technician schedules, invoicing for material, and labor to costing of contracts.

Manage technician activity using a drag and drop Dispatch Board
Track profitability of contracts by analyzing billings and costs incurred for both material and services provided during the term of the contract
Auto generation of service calls based on preventive maintenance contracts or processed installation sales orders
Integration with Business Insight Explorer to display information by task type, contract, technician

DOWNLOAD THE ECOBOOST SERVICES MANAGEMENT DATASHEET

Key Features

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 to 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 generate installation tasks based on routings defined from the Sales Order
Optional integration with MapPoint

Contract Management

Auto generation of renewal invoices for annual contracts
Deferred revenue tracking for annualized contracts
Allows for generation of warranty contracts for each item
Ability to set rates for material and labor based on defined contracts
Auto generation of contracts from the Sales Order module using template contracts linked to inventory items

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

Billing

Streamlines billing by allowing for loading of labor and material for service calls into Sales Order or an Invoice Transaction
Allow for entry of labor and material on the field using mobile devices

All Great Relationships Start Somewhere

The best business derives from the best relationships. The best relationships derive from the best communication. We look forward to building a solid foundation of open communication with you and your business.

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