Service Manager
Professional service,
Preventative maintenance,
Equipment management,
Contract/agreement admin,
and Job Cost solutions
About Technisoft
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Technisoft founded 1987 over 25 years ago
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Highly focused and qualified R&D team
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“Best” development practices applied
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Worldwide distribution & support structure
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Endorsed Supplier to Sage globally
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Sage 300 ERP Endorsed Development Partner
Markets and Customers
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Consumer electronics, IT & T, PABX, networking h/w.
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White goods, including AV equipment, commercial capital items.
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Mining, plant infrastructure.
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Jobbing (e.g. Engineering).
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Heating and cooling, commercial HVAC, industrial security.
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Pumps, motors, generators and other heavy equipment.
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Facilities management, commercial services.
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Service and maintenance contracts.
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Over 3,800 US Standard Industry Codes and vertical solutions supported
by Service Manager.
Some Customers
russellfood.ca
Integration to Sage 300 ERP
General Ledger
Purchase Orders
Accounts Payable
Inventory Control
Accounts Receivable
Serialized Inventory
Lot Tracking
Order Entry (link Only)
Sage CRM
Service Manager
Integration to Sage 300 ERP
Service Centers
Advanced Maintenance
Fling-It
Customer Portal
Serialized Inventory
Lot Tracking
Employee Portal
iPad/Android tab
PO Add-On
Pacific PO Workflow
Field Connect
VMmobile/Meters
Avalara Tax
Advanced Scheduling
Sage Alerts & Workflow
Sage Inventory Advisor
Major functions include
Jobs
Return
Authorizations
Employees
Faults
Equipment
Agreements
Query Tools
Field/Online
Solutions
Jobs/Work Orders
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Document types include
Jobs
Sales Orders
Quotes
Templates
Recurring jobs
Historic jobs
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Priority levels
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Multi-level document structure
Projects/Jobs/Phases/Sub Phases/Task &Activities
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Provides complete financial information
Estimate, actual and variance
Work in progress
Jobs
Jobs/Work Orders
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WIP Recognition Methods
Completion or Billings and Costs
Match revenue and expenses
Jobs/Work Orders
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Totals, budgets, profitability
Jobs/Work Orders
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Service Centres
Geographic or Internal Divisions
Unlimited
Renumber documents
GL segment override
Default inventory location
Lock employees to a Service Centre
Service Centre default work location - On site/At Service Centre (Tax
Group aligned)
Jobs/Work Orders
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Accounts Payable Integration
Add expenses directly to a job
Jobs/Work Orders
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Unlimited Statuses
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Workflow
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User Control Security
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Define actions
Invoice
Cost Only
Credit Note
Allow Copy
Jobs/Work Orders
• Track Audits
Logs track from - to, when, and which user made the change.
Job Features
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Powerful notation function
Unlimited text
General & critical warnings
Custom fields
Follow-ups
Attach Files and Objects
Email
Include on Posting
Create Jobs Easily
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Jobs can be easily created from
Quotations
Templates
Other jobs
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Transactions include
Labor allocation
Parts/Inventory issues
Purchase requisitions/orders
Purchase order workflow and approval
Sub-contractors
Standard charges
Burden and overhead allocation
Reports
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Print various forms and reports
Over 80 standard reports
Job cards/Work orders
Picking slips
Invoices and credit notes
Quotations and customer confirmations
Job detail reports
Labour utilization
Scheduling
Custom user defined reports
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Use Crystal Reports, Sage Intelligence, Other
Time Entry
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Enter time from
Smart phones
iPad/Tablets
Browser
Desktop
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Check totals
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Approval process
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Payroll import
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Time Recorder
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Time Manager
Employees
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Track employees & related information
Cost and billing rates
Skills recorded
Linked to work group(s)
Commissions tracked
Work history retained
Billable and non billable time
Labour utilization/performance
reporting
Loading %
GL Segment override
Employees
Equipment
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Models
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Meters
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Preventative Maintenance
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Faults
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Agreements
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Jobs
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Rentals / loan equipment
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Returns (RA/MRA)
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Refurbishments
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Management information
Equipment
Equipment
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Models
Manufacturer
Inventory mapping
Custom fields
Maintenance tracking
Meter tracking
Components
Accessories
Document storage
Fault history
Model parts list
Equipment
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Equipment
Inherits model basics
Serial number
Lot number
Install date
Last/next service date
Logged date
Warranty
Meters
Maintenance
Custom fields
Components
Life cycle history
GL segment override
Document storage
Advanced Maintenance
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Maintenance Schedule
Up to 15 levels
Cross level dependency
One off processing
Mandatory or optional
Create job or invoice
Automated activation
Use templates
Instructions on jobs
Pre allocate resources
Change options to set
next or previous run date
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3 steps
Create a Plan
Specify Condition/s
Specify Task/s to perform.
Advance Maintenance
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Maintenance Types
Site/Equipment maintenance
Model maintenance (Publish to equipment)
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Conditions/Triggers
Frequency or schedule based
(daily/wkly/mthly/yrly…)
Meter or date based
Interval based
Site/Equipment conditional
Predictive maintenance
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Task & Activities
Check procedures
Numeric measurements
Text input
Questions
Multi choice list
Advanced Maintenance
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Determine Inventory Requirement
lists by period or date range.
Order parts in advance so they are
available for scheduled jobs.
Obtain volume pricing discounts.
Advanced Maintenance
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Advanced Maintenance Process
Setup
Enter meter readings if required
Post Calendar to Worksheets
Post worksheets to jobs
Complete tasks and activities in jobs
View statistics
View profit , totals for period or year
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Maintenance Cycling allows a repeat of
a cycle at a particular point.
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Maintenance conditions can be
based on task completion date
Advanced Maintenance
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Graph Task Duration per period.
Compare estimated hours to actual.
Equipment
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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
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Equipment Folio
List all equipment at a site by
Model
Site location
Equipment ID
Agreement
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Transfer Equipment
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Add new equipment
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Search
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History
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Life cycle costs/revenue
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Replacement / Refurbishment
Agreements
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Agreement types include
Meter agreements
Warranty agreements
Site agreements
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Multiple agreements per customer
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Multiple sites per agreement
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Multiple equipment per site
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Covers labor, parts, contractors and other
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Integrated to Scheduler, Employee Web Portal, Field users
Agreements
Agreements
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Common agreement functions
Agreement status
Period of cover
Review date
Cover % (labor, items, …)
Warnings (% of revenue)
Usage contracts (hrs/points)
Notations
User defined fields
Agreements
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Common agreement functions
Revenue to date
Costs to date
Agreement profitability
Full history
Detailed transactions
Jobs allocated automatically
User defined reports
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Plans
Price lists
Hours of cover
Specify parts/services to cover
Escalation
Agreements
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Agreement view by Bill To Customer
Agreements
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Agreement setup
Use the agreement wizard to easily create new agreements
Agreements
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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
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Warranty agreements
Manufacturer/Vendor/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
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Site agreements
Customer based
Include equipment by site
Recurring charges
Anniversary or schedule
Multiple billing lines
Revenue amortization
Automated invoicing
Consolidated invoicing
One off charges
Return Authorizations
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Manage return authorizations
Customer RAs
Vendor MRAs
User defined status
Multiple equipment or parts per RA
Job or non job based
Print receipts/returns
Custom forms
History tracked
Return Authorizations
Return Authorizations
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Track the process
From customer
Expected
Received
Returned
To vendor
Returned
Expected
Received
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Multiple Shipping documents
Faults
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Knowledge Base
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Quick access to information
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Linked to models
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Easy fault search
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Updated from jobs
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Records
Reported Problem
Symptoms
Faults
Solutions
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Import/Export
Faults
Faults
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Solutions linked to
Attach documents, objects, URLs
Billing templates for jobs
Skills required for repair
Degree of difficulty
Custom fields
Notations
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Full fault history
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User defined reporting
Offline Mobile Solution
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Requires a central MS Windows Service to be installed
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Runs on Windows notebooks
and surface tablets only
Field Connect (Online)
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Device independent
Supports all current smart phones or tablets,
Apple/Android/Blackberry/Windows 7/8
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Developed with MS .NET MVC jQuery
Mobile HTML5
Consists of a Web Server connected
to the Sage 300 ERP system
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Multi- Company support
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User authentication - security
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Supports dispatch notification
Field Connect
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The framework can be applied to OE, IC,
or any Sage 300 ERP module.
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Customisable -> consulting opportunities
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Time entry centric
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Add labour travel and miscellaneous
services
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Click address to load Map and
get directions
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Click contact telephone to auto dial
Field Connect
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Search by Date, Site, Serial Number,
Design your own Searches
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Edit existing jobs from the field
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Update Status or Priority
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Select Phase, and Equipment working on
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Management view to see all jobs
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Fully integrated Service Manager
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Fully integrated to Advanced Scheduling
Field Connect
Login Authentication
Home Menu
Field Connect
Daily Schedule
Weekly Schedule
Field Connect
Create/Edit Appointment
Create/Edit Actual
• Time entry
• Record time
• Labour,
Travel
• Non-job
related time
• Billable vs
non billable
Field Connect
Items
• Sage 300 ERP Inventory
• Finders
• Locations
• Price override
• Cost Only
• Edit description
• Edit Category
Field Connect
Job/Equipment History
Insert Notations
• Upload
photos or
files
• Download
files from
server
• Include
on invoice
Field Connect
Step 1 - Sign Off
Step 2 - Customer Signature
Field Connect
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Create new job from Template
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Add equipment
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Assign yourself to a job
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Copy notes from Template
Field Connect
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Use Knowledge Base to resolve problems
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Add symptoms, faults, solutions
from database
Field Connect
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Return to most recent jobs quickly
Field Connect
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Add new tasks
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Complete existing tasks & activities
Field Connect
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Transfer equipment from the field
from site to site or site to in-house.
Field Connect - Advanced
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Job Tree – View/Add/Modify/Delete Details
Field Connect - Advanced
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Job Tree – Details/Edit
Field Connect - Advanced
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Job Tree Filters - Filter lines by Held, Complete, Assigned
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Full item edit of existing lines. i.e. add/modify/delete
Field Connect
• Job Details
• Meter readings
• Equipment information
• Warranty details
• Agreement status
Field Connect
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Coming soon
• Email/Print invoice PDF
• Change Bill to
• Offline (Being reviewed)
• Employee appointment receipt acknowledgments
• Consolidate Invoice (Being reviewed)
Employee Portal
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Browser based
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Runs in Sage CRM or standalone
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Field engineers and general staff can
View and edit jobs
Create new jobs or quotes
Add notations, upload files, download files
View custom fields
View equipment or site history
Check warranty
Add parts/services
Employee Portal
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Field engineers and general staff can
Add Time entries
Enter parts & serial/lot numbers
Add PO’s / Requisitions
Take signatures
Read reports
Complete jobs
Raise invoices
Print quotes, job cards/work orders
Employee Portal
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List jobs the employee is assigned to
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Employee dashboard or management view
Employee Portal
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Manage documents
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Full access to Document Entry
Employee Portal
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Print
Invoices and credit notes
Quotations
Work orders/job cards
Employee Portal
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Signature
E.g. customer approval of work
Employee Portal
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File upload/download
E.g. photos from field
Employee Portal
• iPad /Android/Win Surface Tablet support
Add Time Entries
Employee Portal
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Sage CRM integration includes
Opportunities (promote a quote to a job)
Cases (promote a case to a job)
Workflow
Customer Portal
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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
Customer Portal
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Dashboard shows
My Requests
My Equipment
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View requests; create new request
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Equipment, model and site search
Customer Portal
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View and edit job requests
Customer Portal
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Equipment Folio
Equipment, site, purchase, warranty, history and billing details
Document requests
Maintenance tasks and activities
Customer Portal
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Equipment Maintenance
Posted to job, awaiting posting to job, next maintenance due, future
maintenance
Customer Portal
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General site or specific equipment request
Customer Portal
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Search options
Equipment, model and site search
Filter and group as required
Request Manager
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Manage, review and post customer portal requests to jobs
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Conduct live chats
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Email responses
Request Manager
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Turn customer requests from the internet into jobs
Full access to desktop job functions
Advanced Scheduling
• Outlook style Calendar
• Job List view
• Supports 3 Resource Types – Employees, Internal Equipment,
Contractors
• Route and map functions using Google Maps
• Sync Outlook
• Print calendar, job list or schedule
Advanced Scheduling
• Colour by, Job Type, Status, Priority,
Zone, Service Centre, Customer, Agreement...
• Retrieve actuals
• Employee Jobs and
hours displayed
• Sync Outlook Calendar
• Copy/Paste
appointments
• Appt. deletion security
Advanced Scheduling
• Dispatch – Alerts, Notifications, Colour by
Advanced Scheduling
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Powerful Summary screen to determine availability/utilization
Block reschedule entire days
Advanced Scheduling
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View actual time as well as % complete estimate
Job “Managed By” available as tooltip option
Appointments with Zero time now display. E.g. assigned but no appt.
Advanced Scheduling
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Supports Google Maps
Create and modify Job routes.
Print Job Cards, Maps, Directions
Customise column headers in Route view
Advanced Scheduling
• Find, Reserve and Book Resources Time Line view
Advance Scheduling
• Find, Reserve and Book Resources Calendar view
Find appointment by job, site or appt. number
Advance Scheduling
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Print or email an
Employees Work
Order’s for the
day.
Include Task
Lists.
Forms can be
fully customized
using Crystal
Reports.
Advance Scheduling
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Print Daily
Appointment
Listing.
Add or remove
additional details
as required.
Plot time line so
employee can
see when they
are scheduled to
be on site.
Fling-It
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Outlook Add-in
Connects using Sage 300 ERP Views and/or Direct SQL
Uses Sage 300 ERP Finders
Connects to any SQL database, X3…
Fling-It
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Customize Layouts and view packets to build your own solutions (Great
revenue earner).
Completely customized searches and content
Interfaces to Report Manager
Report Manager
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Report Manager®
replaces SAP®Crystal Report
interfaces with powerful interfaces
that you can customize as well
as schedule your reporting
requirements
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Create unlimited report
parameters
Automatically extract existing
SAP®Crystal Report parameters,
add Sage 300 ERP finders, text
fields, dates, drop-down lists and
check boxes.
Report Manager
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Create unlimited report groupings
Group your reports by what to run,
like General Ledger, Accounts
Receivable, Inventory Control etc.
Or when to run, like end of day,
week or month.
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Security Options
Control who sees and prints
each report.
• Report Manager has been written into the Sage 300 Views
and works with any Sage 300 Core and custom reports
• Reports are stored in tables on a per Sage 300 ERP company
basis with full import/export, dump/load abilities
Report Manager
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Reports can maintain more
than one schedule at a time,
each with their own
pre-set parameters.
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Email & schedule reports.
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More than 1 user at a time
can manage the reports
in ADMIN mode so locking
of reports during editing
is managed at the
report level rather than
at a system wide level
Sage Alerts & Workflow
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Define a query / use Event Pack supplied
Determine events that use that query
Set frequency of check
Email, SMS, program alert
Sage Inventory Advisor
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Sage Inventory Advisor is an affordable cloud solution that helps
companies reduce excess inventory and free up working capital while
minimizing stock-outs and increasing revenue.
Sage Inventory Advisor can now consider your Service Manager
Inventory based sales history activity data.
Avalara Tax Calculator
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State what the Tax Group is.
If the customer (Job)
uses that Tax Group
it calls the Web Service
to obtain the latest tax
calculation online.
If not the normal
Sage 300 ERP Tax
calculation will apply.
Contact details:
• Visit our website www.technisoft.com
• Email us at technisoft@technisoft.com.au
• Call us on +61 7 5554 5844
Exceeding your Expectations