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The Job System
is the core component of Service Manager.
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Create
templates, quotations, jobs and projects. These
can contain multi-level work structures with
phases and sub phases. There is no limit to how
many of these can be setup, and all information
is summarized at each level in the structure
providing profit analysis, so that a snap shot
of the job and it’s profitability can be viewed
real-time on screen. |
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A simple to
use Copy function allows you to quickly create
new jobs from quotes, copy templates to jobs, or
even copy existing jobs to other jobs. If
copying a quote to a job, the quote can be set
as the budget for the job it is being copied to.
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Specify Job
Types, Statuses, Priorities, or Descriptions.
These can all be tailored to your requirements.
Customize your numbering system for documents
such as projects, jobs, quotes, sales orders,
and templates. |
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Transactions
that can be processed include:
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Labor
allocation |
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Inventory issues, receipts |
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Purchase requisitions and orders
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Equipment |
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Sub-contractors |
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Standard charges |
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Burden
and overhead |
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Invoices, credit notes, cost only
entries |
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Multiple
invoices can be processed on a job. You may
preview invoices before posting. Receipted
Purchase Orders can be auto supplied to a job at
receipted cost allowing you to maintain special
buy prices. |
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Create
Maintenance Jobs (standard, conditional and
recurring). Apply schedules such as daily,
monthly, quarterly, half-yearly or yearly. You
can even specify a particular day of the week or
create your own complex scheduling formula.
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Charge rates
include base, employee, model and site specific
rates (revenue and cost). You can even specify
price lists or special discount levels.
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A Multi-Post
function allows you to filter, select and
batch-post large volumes of invoices. These may
be edited prior to posting and emailed, faxed or
printed. |
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Notations are
time stamped, and can include file attachments
such as graphics, documents, drawings,
contracts, email and web-links. Notations also
include a follow-up flag for something needing
attention. On a given date and time, this
follow-up will raise it self as an alert through
the system monitor function, or via an email to
the responsible person. Notations can also
contain predefined checklist s and these can be
re-used as templates. |
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Check customer
account status. Quickly create a new customer or
edit an existing customers detail as required.
Associate multiple sites (geographic locations)
to the same accounts receivable customer code.
This allows billing to be directed to a parent
company or head office. |
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All financial
information is maintained with the job and this
includes estimate, actual and variance for
costs, revenue and quantities. |
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Maintain and
track work-in-progress (includes many
recognition options for accurate timing of
revenue and cost recognition). Identify percent
age complete, and determine out standing
revenue/costs. |
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Service
Manager has a facility for you to create your
own custom fields. These fields can be text,
numerical, yes/no, or can even be based on
fields from the validated Sage Accpac optional
tables. |
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Up to 10
segments in your G/L Account Structure can be
overridden at Phase, Employee and Job Type
levels. This provides the facilities for Branch
and Divisional accounting as well as other types
of segment-based reporting. |
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Service
Centers allow you to view information on jobs,
employees, and customers specific to a
particular branch. |
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Service
Manager fully integrates to Sage Accpac General
Ledger , Accounts Receivable, Accounts Payable,
Inventory Control, Purchase Orders, Serialized
Inventory , eTransact (web store), Sage Sage Accpac CRM,
and includes internet and mobile solutions.
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