10444 Gulfdale · San Antonio · Texas · 78216 · phone (210) 341-9188 · fax (210) 530-0102
Service Order Information
  • Extensive standard information
  • Security, defaults, and other options may be configured per operator
  • Option for multiple service locations
  • Option to add a new customer
  • Service history for customer or equipment
  • Indicate equipment to be serviced
  • Interface with Vendor Returns
  • Interface with Customer Returns
  • Problem description, problem codes
  • Estimates, comments, and actions taken
  • Track dates and times for each step
  • Option to service multiple equipment on one service order
  • Multiple technicians per service order
  • Subtotals for parts, labor, other charges
  • Billing percent per line item considers equipment warranty and contract coverage
  • Access preventative maintenance schedules
  • Record meter readings
  • Commit parts from Inventory Control
  • Notes, text, and optional Extended Data™
Dispatching Features
  • Display service orders to be dispatched
  • Check technician skills, territory, priority
Integration with Contracts and Equipment
  • Consider contract limits and coverage
  • Check equipment covered by contract
  • Relate each service to equipment
  • Integrate PM schedules and meter reading
  • Exchange/loan/rent equipment
Billing Features
  • Partial or full billing of a service order
  • Closing function for travel/other charges
  • Batch or interactive invoices
Management and Reporting
  • Service Order inquiry
  • Current status/schedule reports
  • Service order analysis reports
  • Technician analysis reports
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Service Orders

 

You need to take you customer requests quickly, schedule normal service calls, get the work assigned, keep track of the status of the work, and get the work billing when it's done.