Service Management: Scheduling Time, People and Equipment

Contractors with service departments know that service work generally accounts for 30% of their annual revenue but takes 70% of their employee resources. The Service Management module makes sure you're organized and tracking everything you need to be profitable. This easy-to-use module gives you all the tools you need to plan for peak periods, schedule maintenance calls and track everything from equipment use to contracts, service technicians and work orders.

Map It!
Service Management module is Internet empowered. Click on an address and directions to the job site are available.

The Dispatch Board
After you enter a service call, ComputerEase automatically generates a user-defined ‘call box’ that summarizes the call. Double clicking on the call box opens a full work order detail screen that reveals customer receivables, warranty, contract equipment, credit histories, work orders and contract information.

Whatever It Is, Find it Now
All the information you need about your customers is instantly available with a mouse click. Information like site notes, aged trial balance, equipment history, open work tickets, contract and warranty information is easily found. Organize multiple sites for customers and assign labor, material and sales tax pricing codes to each site. Maintain and track multiple pieces of equipment at each site. Keep track of dates and times requested and promised. Keep a log of information about each customer site.

Direct Heavy Traffic with Your Mouse
You can customize your own dispatch grid on the Schedule Board and configure different grids for assigned and unassigned calls. Work orders are automatically generated once you enter unscheduled calls and scheduled maintenance. It calculates work load so you don't over book someone. You’re also free to move work orders from one technician to another to create scheduling priorities any time you wish. You can also assign each service technician to a unique inventory location, such as a service truck. Plus, work order histories are maintained for each piece of equipment at each site. An equipment master file maintains model numbers, serial numbers, warranty information, service schedules and more.

Profit Analysis
See where you're making money with instant profit reporting. Examine profitability by technician, job site, customer work order and sales rep.

Graphs
Graph out a whole day's schedule to make better scheduling decisions. Helps you plan for peak periods.