Professional service and job solutions Presented by

1. Service Manager Professional service and job solutions Presented by

2. Agenda • Background • Core design concepts • Markets and customers • Product features • Decision support • Questions & answers

3. Background • Technisoft founded 20 years ago • Highly focused and qualified R&D team • “Best” development practices applied • Recognized ACCPAC Development partner • Worldwide distribution & support structure

4. Core design concepts • Specialist service and job solutions • Seamless integration into ACCPAC • Simplicity and speed of use • Comprehensive range of features • Powerful decision support • Keep abreast of technology creep • New technology (eg. wireless and web)

5. Markets and customers • Service Manager spans markets • Consumer electronics • White goods • Jobbing (eg. Engineering operations) • Heating and cooling • Pumps, motors and other equipment • Facilities management • Service and maintenance contracts ……

6. Markets and customers • Some of the users include

7. Product features • Integration to ACCPAC modules General Ledger Purchase Orders Accounts Payable Inventory Control Accounts Receivable Serialized Inventory Order Entry eTransact CRM Service Manager

8. Jobs Employees Equipment Agreements Return Online Faults Query Tools Authorizations Solutions Product features • Major functions include

9. Jobs Product features

10. Jobs • Job types include • Current jobs (sales can be invoiced) • Recurring jobs • Historic jobs • Job status and priority levels • Multi-level structure (includes Projects) • Provides complete financial information • Estimate, Actual and variance • Work in progress

11. Job Tree – Document Entry

12. Jobs • Jobs can be easily created from • Quotations • Templates • Other jobs • Transactions include • Labor allocation • Inventory issues • Purchase requisitions • Sub-contractors • Standard charges • Burden and overhead allocation

13. Jobs • Powerful notation function • Custom fields • Monitor • Event manager

14. Jobs • Print various forms and reports • Job cards • Picking slips • Invoices and credit notes • Quotations and customer confirmations • Job detail reports • User defined • Use Crystal Reports, Insight and other tools

15. Job Manager

16. Time Entry

17. Employees Product features

18. Employees • Track employees & related information • Loading % • Cost and billing rates • Skills recorded • Linked to a work-group/s • Commissions tracked • Work history retained • Performance reporting • Billable and non billable time

19. Employees • Time processing • Time recorder • Direct time entry • Timesheet matrix option • Remote processing • Time manager • Resource viewer

20. Equipment Product features

21. Equipment • Track equipment & related information • Models • Equipment • Meters • Maintenance schedules • Faults, agreements and jobs • Management information

22. Equipment • Models • Manufacturer • Inventory relationship • Custom fields • Maintenance tracking • Meter tracking • Components • Accessories

23. Equipment • Equipment • Inherits from model • Serial number • In service date • Warranty • Meter tracking • Maintenance tracking • Custom fields • Components • Full history for life

24. Equipment • 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

25. Equipment • Maintenance schedules • Multiple schedules per equipment • Based on metered conditions • Based on general conditions • Mandatory or optional • Create job or invoice • Automated activation • Uses templates • Checklists on jobs • Instructions on jobs

26. Equipment • Management information • Full equipment history for useful life including • Costs and revenue • Jobs • Meters • Maintenance • Replacements

27. Agreements Product features

28. Agreements • Agreement types include • Meter agreements • Warranty agreements • Site agreements • Multiple agreements per customer • Multiple sites per agreement • Multiple equipment per site • Covers labor, parts, contractors and other • Integral to Job Manager and Equipment Manager

29. Agreements • Common agreement functions • Agreement status • Period of cover • Review date • Cover % (labor, items …) • Warnings (% of revenue) • Points allocation/usage • Notations • User defined fields

30. Agreements • Common agreement functions • Revenue to date • Costs to date • Agreement profitability • Full history • Detailed transactions • Jobs allocated automatically • User defined reports

31. Agreements • Meter agreements • Equipment based • Periodic invoices • Based on meter readings • Invoice usage and parts/labor • User defined formulae • Multiple meters can used • Automated meter readings

32. Agreements • Warranty agreements • 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

33. Agreements • Site agreements • Customer based • Include equipment by site • Recurring charges • Anniversary or schedule • Multiple billing lines • Revenue amortization • Automated invoicing

34. Return Authorizations Product features

35. Return Authorizations • Manage return authorizations • Customer RAs • Vendor RAs • User defined status • Multiple equipment per RA • Job or non job based • Print custom forms • History tracked

36. Return Authorizations • Track the process • From customer • Expected • Received • Returned • To vendor • Expected • Received • Returned

37. Faults Product features

38. Faults • Knowledge accumulation • Quick access to information • Linked to models • Easy fault search • Updated from jobs • Records • Problems • Symptoms • Solutions

39. Faults • Solutions linked to • Documents, objects, URLs etc. • Billing templates for jobs • Skills required for repair • Degree of difficulty • Custom fields • Notations • Full history • User defined reporting

40. Decision Support • Reporting and query tools • Industry standard • User defined • Open database • Complex and simple • Combine many sources • ODBC compliant • MS Office

41. Mobile PDA Solutions…

42. Online Solutions Sample Engineer/Technician handset displaying how easy it is to update a job. • Adding services or items to jobs • Adding notations to jobs • Changing job status • Changing job priority or advising response time • Invoicing the job • Quoting Next page………………….

43. Online Live Services More features for online services • Checking the Fault Analyzer for symptoms, • Faults or solutions • Looking up customer history or credit status • Looking up equipment history • Checking equipment custom fields • Revising equipment serial numbers • Checking work schedules and task lists • Listing your jobs for today • Checking agreement information • Taking meter readings and updating equipment records....

44. CRM Integration • Seamless integration with CRM • Following slides display screenshots from a CRM session

49. Benefits • A company with a track record • Best of breed financials • Investment is protected • Comprehensive solution • Provides growth • Effective service, process and profit management

50. Your Next Step… • We have several ACCPAC Business Partners in your area, so if you would like us to recommend a Business Partner that can assist you with more information and perhaps a demonstration of Service Manager please contact us at technisoft@technisoft.com.au . • For your information we also provide live Internet Demo's. These are conducted in liaise with your local ACCPAC Business Partner and can work through live workflow scenario's so that you can be confident Service Manager will do the job.