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 Structure
- Fully
integrated to other modules, including Inventory, Purchasing,
Shipments, Debtors and General Ledger
- Multiple
Service Centres within a Branch
- Parts
sourcing from various warehouses, directly or by means of transfer
requests
- Define
relationship with other Branches and Service Centres
- Locations
and Bays
- Facilitate
monitoring of physical location and/or status of a job
- Turnaround
and escalation warnings
 Service
Articles
- Make
and model codes determine various rules relating to work carried out
on the article
- Sub
serials defined specific to user environment
- Swap
history kept per sub serial
- Templates
define user specific information
- Service
history with drill into job detail, and scroll through jobs
- Service
parameters and intervals, with warnings when services due
- Link
to a customer provides view into customer articles
 Maintenance
Contracts -
Details
- Maintenance Contracts controls the allocation of Service Job
expenses.
- Full matrix of what is covered under the contract stored on the contract type code.
- Life of contract based on timeline and/or usage.
- Date or usage based pricing.
- Controls totals for provisions, revenue and costs stored at service article level and contract header level.
- Extensive enquiries from every aspect, at summary and detail level.
- Excess usage or abuse extra charges.
- Add hoc or batch billings and ad hoc credits.
- Contract Schedule and Quotation
- Service Job costs are analysed against the contract
Warranty
- Various
types of warranty
- Own,
Vendor, Rework or combination
- Parameters defined per model, product or
service article
- Specific
fault codes and parts excluded from warranty
- Sub serial warranties
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Service
Jobs
- Fault
Codes
- Define
standard parts, labour, outwork or charges
- Provide
headings within a job.
- In
Faults and Out Faults
- Faults
charged to customer, vendors, rework, warranty or third parties on the
same job
- Line
types
- Parts
- Operations
(Labour or Outwork)
- Charges
- Fixed
amounts or percentage of parts, labour, outwork and/or charges
- Costs
and quantities
- Swaps
- Backups
- Extensive
table-driven customer pricing and discount matrices for parts, labour
and charges
- Outwork
mark-ups based on cost
- Outwork
and buyouts via purchasing
- Track
serials sent to supplier
- Effect
swap if different sub serial returned
- Book-in
facility with automatic generation of jobs
- Restrict
job functions at employee and/or location level
- Internal
jobs and external jobs
- Monthly
internal jobs
- Link
jobs to assets
- Full
labour tracking
- Productivity
and efficiency reporting
- Multi-currency
- Credit
control optionally applied while job is open
- Authorise
job to a specified value
- Reserve
available credit for estimated job value
- Partial
invoicing
- Split
value of fault between customer, vendors or warranty based on
percentage
- Sales
analyses
- Sales
and service combined, or separate
- Annual,
quarterly or monthly
- Budgets
and forecasts for sales and service combined or separate
- Actual
vs standard comparisons
Quotes
- Quotes
are done as part of a job, where
- Whole
or part of a job can be in quote status
- Quote
can be partially accepted or rejected
- Work
can be carried out on a quote, if required
- Multiple
quotes per job
Tracking
- Real
time tracking of
- Service
history per customer or service article
- Job
status
- Job
activity
- Labour
- Enquire
on jobs based on status and dates for
- Service
centre
- Location
- Customer
- Service
Article
- Employee
- Make
- Model,
etc
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