Professional Service, Maintenance

and Job Cost Solutions

Service Manager

About Technisoft

• Technisoft founded 25 years ago

• Highly focused and qualified R&D team

• “Best” development practices applied

• Worldwide distribution & support structure

• Endorsed Supplier to Sage globally

• Sage 300 ERP Endorsed Development Partner

Markets and Customers

• Consumer electronics, IT & T, PABX, networking h/w.

• White goods, including AV equipment, commercial capital items.

• Mining, plant infrastructure.

• Jobbing (e.g. Engineering).

• Heating and cooling, commercial HVAC, industrial security.

• Pumps, motors, generators and other heavy equipment.

• Facilities management, commercial services.

• Service and maintenance contracts.

• Over 3,800 US Standard Industry Codes and vertical solutions

supported by Service Manager.

Some Service Manager Customers

russellfood.ca

Accounts Payable

Accounts Receivable

Order Entry (link Only)

Sage CRM

General Ledger

Purchase Orders

Inventory Control

Service Manager

Serialized InventoryLot Tracking

Integration to Sage 300 ERP

Major functions include

Jobs Equipment Agreements

ReturnAuthorizations

Faults Query Tools Online Solutions

Employees

• Job types include– Current jobs (sales can be invoiced)

– Recurring jobs

– Historic jobs

• Job status and priority levels

• Multi-level structure (includes Projects)

• Provides complete financial information– Estimate, Actual and variance

– Work in progress

Jobs

Jobs

Job Tree – Document Entry

• Powerful notation function– General & critical warnings

• Custom fields

• Monitor

• Object inclusion

• Event manager

• Follow Up

Job Features

• Jobs can be easily created from– Quotations– Templates– Other jobs

• Transactions include– Labor allocation– Inventory issues– Purchase requisitions– Sub-contractors– Standard charges– Burden and overhead

allocation

Create Jobs Easily

Reports• Print various forms and reports

– Job cards– Picking slips– Invoices and credit notes– Quotations and customer confirmations– Job detail reports– User defined

• Use Crystal Reports, Insight and other tools

Time Entry

• Track employees & related information– Loading % – Cost and billing rates– Skills recorded– Linked to work group(s)– Commissions tracked– Work history retained– Performance reporting– Billable and non billable

time

Employees

Employees

Employees• Time processing

– Time recorder

– Direct time entry

– Timesheet matrix

option

– Remote processing

– Time manager

• Resource viewer

Equipment• Track equipment & related information

• Models

• Equipment

• Meters

• Maintenance schedules

• Faults, agreements and jobs

• Management information

Equipment

• Models– Manufacturer– Inventory relationship– Custom fields– Maintenance tracking– Meter tracking– Components– Accessories

Equipment

– Inherits from model– Serial number– In service date– Warranty– Meter tracking– Maintenance tracking– Custom fields– Components– Full history for life

Equipment

Equipment• Maintenance schedules

– Multiple schedules per equipment

– Based on metered conditions– Based on general conditions– Mandatory or optional– Create job or invoice– Automated activation– Uses templates– Checklists on jobs– Instructions on jobs

Equipment• Advanced Maintenance add-on

– Full task and activity based preventative maintenance

• Frequency or schedule based• Conditional, triggered by dates, meter reads, etc.• Interval based• Predictive maintenance triggers

– Task activities• Check procedure• Numeric measurement• Text input• Question

– Site and model/equipment maintenance

Equipment

• Advanced Maintenance setup– Maintenance calendars– Tasks and task activities– Maintenance entities

• Work to be performed, and when– Conditions– Tasks– Period Groups

– Worksheet groups– View and calculate loadings

• Determine resource requirements by calendar period

Equipment

• Advanced Maintenance Set Up– Maintenance setup– Enter meter readings if required– Post next maintenance period to worksheets– Group worksheets– Post worksheets to jobs– Complete tasks and activities in job– Complete all worksheets in calendar period– View statistics, totals & status at any point

Equipment

• Meters– Multiple meters per equipment– User defined quantity type– Last and current readings– Usage reading– Linked to planned maintenance– Reading schedules automated– Full history of meters– Apply take on values– Propagate Master Readings to Components.

Equipment

• Equipment FolioList all equipment at a site by

• Model• Site location• Equipment ID• Agreement

Equipment

• Management information– Full equipment history for useful life including

• Costs and revenue• Jobs• Meters• Maintenance• Replacements

Equipment

• Agreement types include– Meter agreements– Warranty agreements– Site agreements

• Multiple agreements per customer

• Multiple sites per agreement

• Multiple equipment per site

• Covers labor, parts, contractors and other

• Integral to Job Manager and Equipment Manager

Agreements

Agreements

• Common agreement

functions– Agreement status– Period of cover– Review date– Cover % (labor, items, …)– Warnings (% of revenue)– Points allocation/usage– Notations– User defined fields

Agreements

• Common agreement functions– Revenue to date– Costs to date– Agreement profitability– Full history– Detailed transactions– Jobs allocated automatically– User defined reports

Agreements

• Agreement setup– Provides a consolidated view of agreements by Bill To Customer

Agreements

• Agreement setup– Use the agreement wizard to create new agreements

Agreements

• Meter agreements– Equipment based– Periodic invoices– Based on meter readings– Invoice usage and parts/labor– User defined formulae– Multiple meters can be used– Automated meter readings

Agreements

• Warranty agreements– Supplier based– Choose by model or equipment– Automated claim management– Claims created from jobs– Claim on cover or cost values– Claim all parts, labor and other

Agreements

• Site agreements– Customer based– Include equipment by site– Recurring charges– Anniversary or schedule– Multiple billing lines– Revenue amortization– Automated invoicing

Agreements

Return Authorizations• Manage return authorizations

– Customer RAs– Vendor RAs– User defined status– Multiple equipment

per RA– Job or non job based– Print custom forms– History tracked

Return Authorizations

• Track the process– From customer

• Expected• Received• Returned

– To vendor• Expected• Received• Returned

Return Authorizations

• Knowledge accumulation

• Quick access to information

• Linked to models

• Easy fault search

• Updated from jobs

• Records– Problems (Faults)– Symptoms– Solutions

Faults

Faults

• Solutions linked to– Documents, objects, URLs, etc.– Billing templates for jobs– Skills required for repair– Degree of difficulty– Custom fields– Notations

• Full history

• User defined reporting

Faults

• Our Offline solution• Requires a central Windows

Server component installed• Runs on Windows notebooks

and tablets

VM Mobile Solutions

• The My Jobs interface allows employees to search for jobs to which they have been assigned

My Jobs

• Job information is loaded from the server if online, or from local data if offline

My Jobs: Grid view

• Color coded job list (optional) by job priority & status– Red

– Blue

– Green

• Entries in bold need to be “Received” (acknowledged) before they can be processed

My Jobs: List view

• The Job Tree may be used to gain an overview of a job

• Launched from My Jobs

Job Tree View

• Search for jobs containing

specific equipment, by– Serial Number

– Equipment Code

– Job Number

– Asset Number

• Create new job if

equipment found, but not

on an existing job

My Jobs: List view

• Customer signs off on a completed job

• Creates a notation with signature as attached .gif

Signature

Open Tasks

• The Open Tasks screen will show which jobs have Tasks that is still not complete.

• Can show all Open Tasks across all jobs or show Open Tasks for a particular Job

Employee Web Portal• Use web browser or SageCRM

– Access your Service Manager database– Field engineers and general staff can

• view and edit their jobs• On a touch screen accept customer signature• create new jobs or quotes• add notations and maintain custom fields• view equipment or site history• check warranty• search on serial numbers• read reports• complete jobs• raise invoices• print quotes, job cards/work orders

• List jobs the employee is assigned to

Employee Dashboard

Document Entry• Manage documents

Printing• Invoices and credit notes

• Quotations

• Work orders/job cards

Sage CRM Integration• My Service Manager

Signatures• Can insert Notations with signatures taken on a tablet

touch screen. E.g. customer approval of work

Notation Attachments• Support for viewing and uploading Notation attachments

(objects)

iPad and Tablet support

Sage CRM Integration• Workflow

Customer Web Portal• Customers can

– Log job requests– Follow status of job requests through to completion– Check their site and equipment history– Check billing history– Check agreement/contract information– Check preventative maintenance schedules, tasks and activities– Perform equipment, model and site searches

Dashboard• Dashboard shows

– My Requests– My Equipment

• View requests; create new request

• Equipment, model and site search

My Requests• View and edit document requests

My Equipment• Equipment, site, purchase, warranty, history and billing

details• Document requests• Maintenance tasks and activities

• Equipment Maintenance– Posted to job, awaiting posting to job, next maintenance due, future

maintenance

My Equipment

New Request• General site or specific equipment request

Search Tools• Equipment, model and site search• Filter and group as required

Request Manager (desktop))• In Service Manager, manage, review and post the requests

to jobs

• Full access to most functions

Request Manager (desktop))

• New Outlook style Calendar• Supports internal equipment management, employee &

contractor scheduling • Compatible with versions 5.6B and 6.0A / 6.0B• This product will be free for all current end users with active

software assurance as of 1st June 2012

For those not active it will be a US$995 upgrade direct Technisoft.for all new sites it will be listed in Sage Endorsed Price Book @ US$1495

• Advanced Scheduler supports Bing Maps; Sync Outlook Calendar; Printing ; Employee, Equipment and Sub-Contractor Resources; and more...

Advanced Scheduling)

Calendar

Resource Summary

Gantt View

Find, Reserve and Book Resources

Mapping & Routing

Exceeding Your ExpectationsContact us:

• Visit our website www.technisoft.com

• Email us at technisoft@technisoft.com.au

• Call us on +61 7 5554 5844