Service Maestro

IIG’s Service Maestro enhancement, built into the user interface of either Sage 100 (formerly MAS90 / MAS200) or Sage 500 (formerly MAS500), is designed to completely handle a company’s service management needs, ranging from the easy entry of service calls and tasks to the management of field technician schedules, and from real-time labor and materials invoicing to the streamlined management and costing of service contracts. Most importantly, additional Sage 100 / Sage 500 concurrent user licenses are not required for Service Maestro users, including for field service technicians accessing the Service Maestro on a mobile handheld device.

Here are some key vertical-specific features of IIG’s Service Maestro:

Technician Scheduling

• Manage field technicians’ activities with an easy-to-use, drag-and-drop Dispatch Board.
• Create multiple Dispatch Board views by defining the information displayed for each service call, in addition to the selection criteria for displayed service calls.
• Add new service calls using the Service Maestro’s Dispatch Board.
• Automatic generation of service calls and tasks based on defined preventive maintenance contracts.
• Automatic creation of installation-related service calls based on options selected during sales order entry, as well as routing options defined for a given item.
• Match technicians’ skills to specific requirements defined for the nature of each task.
• Track technicians’ availability and alert them in real time about customer scheduling conflicts.
• Communicate dispatch information to technicians’ handheld mobile devices via email, text message or fax.
• Display the history of service calls for a specific item/serial number, or for a specific location.
• Automatic generation of installation tasks based on routings defined from a sales order.

Optional Mobility & Mapping Integration

• Developed by IIG’s in-house programmers by utilizing Sage Software’s own SData technology, IIG’s optional yet seamless Mobile Field Services integration with Sage 100 allows field technicians to use their mobile handheld devices – including iPads, iPhones, Android and Microsoft Surface devices, various other tablet PCs, and Netbook and Notebook laptops – to:

  • Access task and dispatch information while in the field.
  • Change the status of assigned tasks and dispatches.
  • Enter labor and materials used in the field.
  • Generate invoices while in the field.
  • Access historical and existing information about customers, and previous service calls and tasks.
  • Access equipment repair history.
  • Capture customers’ signatures over completed tasks and dispatches in real time.
  • Enter updated information either online or offline while in the field.
  • Load trucks with materials, in addition to scheduling and completing deliveries.

• Additional Sage 100 / Sage 500 concurrent user licenses are not required for field service technicians utilizing the Service Maestro on a mobile handheld device.

• Integration with MapQuest, MapPoint and other route optimization mapping solutions allows dispatchers to view the location of each field technician, in addition to routing technician service calls accordingly.

Billing & Contract Management

• Streamline billing by allowing the loading of labor and materials for service calls into Sage 100 and/or Sage 500’s Sales Order entry screen, or to an invoice transaction.
• Automatic generation of renewal invoices for annual contracts.
• Track the profitability of contracts by analyzing billings and costs incurred for materials and services rendered during the term of a contract.
• Deferred revenue tracking for annualized contracts.
• Generation of warranty contracts for each item.
• Ability to set rates for labor and materials based on defined contracts.
• Automatic generation of service calls based on preventive maintenance contracts or processed installation sales orders.
• Automatic creation of contracts from the Sales Order module using template contracts linked to inventory items.
• Integration with Sage 100 / Sage 500’s Business Insights Explorer for access to information filtered by task type, contract, or technician.

Inventory Control

• Track inventory at a customer site and maintain inventory in technicians’ trucks.
• Allow for the creation of purchase orders for materials needed during service calls. A visual display notifies dispatchers if products have been received for a generated purchase order.
• Allows for the entry of field data on mobile handheld devices.

Service Maestro - Job Costing

IIG’s Service Maestro enhancement lets you take control of all aspects of in-house and field repairs, either under warranty or billable, while you gain more value from your MAS 90/200 or MAS 500 investment.

• Quick entry of task information
• On-line access to historical repair and warranty information for equipment
• On site
• Repair estimating – listing of parts and needed for the service call
• Skill Match – Match call requirements with technician availability and skill set
• Quick dispatching of tasks entered – prioritize and accelerate calls not completed
• Auto task generation for preventive maintenance contracts and installation
• Sales orders
• Billing for the services – parts and labor

Service Maestro- Time & Billing

IIG’s Service Maestro enhancement lets you take control of all aspects of in-house and field repairs, either under warranty or billable, while you gain more value from your MAS 90/200 or MAS 500 investment.

• Quick entry of task information
• On-line access to historical repair and warranty information for equipment
• On site
• Repair estimating – listing of parts and needed for the service call
• Skill Match – Match call requirements with technician availability and skill set
• Quick dispatching of tasks entered – prioritize and accelerate calls not completed
• Auto task generation for preventive maintenance contracts and installation
• Sales orders
• Billing for the services – parts and labor

Service Maestro-Work Order Tracking

IIG’s Service Maestro enhancement lets you take control of all aspects of in-house and field repairs, either under warranty or billable, while you gain more value from your MAS 90/200 or MAS 500 investment.

• Quick entry of task information
• On-line access to historical repair and warranty information for equipment
• On site
• Repair estimating – listing of parts and needed for the service call
• Skill Match – Match call requirements with technician availability and skill set
• Quick dispatching of tasks entered – prioritize and accelerate calls not completed
• Auto task generation for preventive maintenance contracts and installation
• Sales orders
• Billing for the services – parts and labor