New hvac

HVAC\Servicemodu

le

How will CDC benefit our business?

CDC will improve the logging of calls

How fast can I log a call


With in Seconds. You can set up a list of fault codes to choose from

Can I see return (repeat) and warranty calls


Just tick the return and warranty buttons

My customers have branches


No Problem, customer branches can be setup

Our credit controller needs to notify the call taker of important info as regards the customer


Alert messages can be setup for customers

How do I prevent a call from being duplicated


The call taker will be warned if there is a job open for the customer

Can I assign the technician immediately?


The technician can be assigned immediately or later

Some customers have many units to service.


Multiple units can be assigned to a job

How easy is it to open a job card for the call?


A job Card can be generated automatically

Is there a way different employees can be notified when new calls are logged?


Sure. Set them up and they will receive notification automatically

Whoa! CDC seems to do everything. What about service contracts?


Setup customers service contract and the jobs will automatically be generated

Can I recall a list of the customer calls?


A history of all the customers calls are kept and can be recalled.

Great!.Lets look at your job costing


CDC Job Costing is a very powerful module, which keeps a history of quotes and jobs

Can I allocate Purchase orders to the job



Can I allocate Supplier Invoices to the job



What about Buyout(non inventory) items



Can I see the updated costs and profits for a job at any time



Will the costs to the jobs be defined



I have customer who enjoy special labour rates


Special rates can be setup in the customer master file and be used for quotes and job time sheet allocation

Do you have a day Planner or diary?



Can I not use OUTLOOK calendars and reminders



Can I invoice quoted amounts



Is there a way I can store documents such as service sheets, emails, letters, plans etc a job



How do I capture technician time sheets



Are there reports to show job losses, under quoted jobs, quotes lost etc.?



New hvac

Technology

Transcript of New hvac