AutomatedService

AutomatedService is a management tool for service and repair companies that need to track service history, installed equipment and warranty information, scheduling and service agreements. Enhance existing processes by automating routine tasks. Effectively measure service profitability and performance, increase administrative productivity, and improve your ability to provide superior customer service.

AutomatedService is designed to integrate with award winning back office Sage Software Business Solutions.

AutomatedService for BusinessVision

• Detailed service Site Information
• Detailed Service Job & Transaction History
• Electronic Document Storage Retrieval System for Sites, Jobs, Equipment, and Contracts
• User Definable Screens and Search Engines
• User Definable Dispatching and Logistics Displays
• User Definable Invoice Format
• Service Job Costing Functionality
• Equipment and Warranty Records
• Service Agreement Processing
• One-Touch Site Mapping System
• One-Touch Alpha Paging System
• Unlimited Service Reporting Options
• Integration to the award winning Sage Software BusinessVision accounting solution.
• Wireless Technician Point of Service, Online Customer Service, and CRM Systems available to complete the ultimate service solution.

AutomatedService for MAS 90 / MAS 200

Seamless integration to the award winning Sage Software MAS 90 and MAS 200 accounting series. Over 20 modules available to build the best solution to your business!

• Service Site Information
• Service Site Memo Database
• Accounts Receivable Open Activity
• Service Job History
• Service Job Transaction History
• Service Job Costing
• Job Performance Measurements Dashboard
• Alert Status Buttons for A/R and Agreements
• Equipment and Warranty Records
• Multiple Service Agreement Options
• Multiple Graphical Dispatching Options
• Integrated Site Mapping System
• E-mail and Internet Launching
• One-Touch Alpha Paging System
• Supports Multi-Profit Center Accounting
• Automated Invoicing Systems
• Multi-Invoice Formats
• Document Image Storage System
• Automatic Printing for Filing Labels with Built-in Bar Coding Functionality
• Supports Wireless Remote Processing
• Unlimited Reporting Options

AutomatedService for Peachtree

Investment protection programs to MAS 90 or MAS 200 accounting series. Sage Software award-winning mid-market accounting series. Contact your local Peachtree Resource Center for details.

• Detailed Service Site Information
• Detailed Service Job Transaction History
• Document Storage/Retrieval System
• User Definable Open Job Displays
• Service Job Invoicing Systems
• User Definable Invoice Formats
• Service Material / Labor Job Costing
• Equipment and Warranty Records
• Service Agreement Processing
• One-Touch Site Mapping System
• One-Touch Alpha Paging System
• Unlimited Service Reporting Options
• Integration to the award winning Sage Software Peachtree small business accounting series.
• Investment protection programs to MAS 90 or MAS 200 accounting series. Sage Software award-winning mid-market accounting series. Contact your local Peachtree Resource Center for details.

Contracts and PM’s

Eliminate wasted time processing and managing service agreements. AutomatedService automates preventative maintenance scheduling, reoccurring invoicing, contract renewals, and deferred revenue recognition. AutomatedService provides the flexibility to support most agreement requirements: single or multiple site coverage, multi-year, multiple pieces of equipment, PM task based material requirements and multiple contract billing options: PM based, reoccurring, blocks of time or currency, or itemized by equipment coverage.

CRM

Integrated into the AutomatedService system is a comprehensive CRM module. In addition to tracking leads and the sales pipeline, users will also have the ability to convert the lead to a customer.

Once the customer is in the system, users will have the ability to track contacts, site performance, profitability indicators, service history, documents associated with the customer, performance logs, job transaction details, etc.

Dispatching

Easily move and assign resources to jobs. Dispatching displays are supported with drill down functionality to import job details including customer, history, documents, equipment, purchases, contracts and more.

Job Costing

Service invoicing does not need to be the business “bottleneck.” AutomatedService includes numerous “service industry” features to streamline the invoicing process. Service invoicing functionality provides invoice line detail auto-fill from previously transacted service transactions and memo notes (onetouch). AutomatedService job costing is the foundation of service management. Job costing starts at the individual transaction and carries forward to the job work orders, job, service contract, equipment, and finally customer site(s).

Logistics

Call Central is designed to automate logistics. Utilize the easy to use Call Central configurator to monitor, transact and manage jobs to completion.

Mobile

Allow your techs more control with the MYTECH module. This mobile application allows technicians access to the work order and CRM applications. This allows them to view the work order within the field and review service history.

This module offers much more. Technicians can update the work order with new notes, track billable and non-billable time, manage the inventory, enter field purchases, enter information to their expense report, inspection details, resolution notes and even create new sales leads.

MYTECH supports field signature capture, payment processing and also operaties on most industry standard computers running MS Windows or Tablet operating system.

Online of Service (OCS)

• User friendly, easy to use user interface
• Account number and password security
• Seamless integration to AutomatedService
• Customer self serve service request entry
• Real-time display of service information
• Customer maintainable account information
• Display status of open service work
• Point and click service display sorting
• Intelligent status code definition legend
• Display customer agreement information
• OCS page HTML customizable
• Seamless integration to existing website
• Supports multiple users
• Login specific logos
• Login specific link to E-Business
• Manager
• Customized displays available

Point of Service (POS)

Remote Features

• Point and Click User Interface to Receive and Send Detailed Job Information
• Point and Click User Interface to View, Edit and Add Job Activity
• Point and Click Entry Systems to Support Quick Entry of: Inventory, Labor and Field Purchases
• Supports Bar Code Reader Technology
• Remotely Print Field Service Tickets
• Integrated Service Site Mapping System
• Supports Industry Standard Modem Technology: Land Line, Cell, Broadband or GPS Fleet System
• Utilizes Cost Effective Industry Standard Notebook, Printer and E-mail Technology

Host Features

• Send Jobs to Technicians Using Industry Standard Internet E-mail Technology
• Point and Click User Interface to Receive and Process Remote Job Activity
• Audit Systems to Reconcile Remote Job Activity Before Updating
• Comprehensive Remote Activity Reports
• Utilities to Load and Update Remote System Databases via E-mail