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This presentation is the property of Paradigm Information Systems

This presentation is the property of Paradigm Information Systems It is confidential to the intended recipient for the purpose of evaluating FMS Any other use is unauthorized Information contained in this presentation is for demonstration purposes only. Who is Paradigm?.

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This presentation is the property of Paradigm Information Systems

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  1. This presentation is the property of Paradigm Information Systems • It is confidential to the intended recipient for the purpose of evaluating FMS • Any other use is unauthorized • Information contained in this presentation is for demonstration purposes only

  2. Who is Paradigm? • A group of Los Angeles, CA based technology professionals, including software consultants, programmers and database experts. • Founded in 1993. That’s 19+ years and counting… • Specializing in mobile-based software solutions for field service, maintenance, facilities management, call tracking, and reporting. • There are currently over 100 offices and thousands of service technicians using Paradigm’s service and maintenance solutions in the U.S. and Canada. • Current clients include machine tool companies, elevator service companies, hospitals, colleges, manufacturing plants, others…

  3. What does FMS do? The FMS system automates the exchange of data with the field technicians. • Customer Service Tickets • Time Sheet and Payroll Data • Parts Inventory • Service Schedules • Equipment History • Customer Information

  4. Benefits • Eliminates: • Paper / Manual Service Records • Redundant Information • Records Filing & Storage • Provides: • Customized Scheduling • Electronic Customer Signatures • Job Costing, Parts & Labor • Parts Reordering • Payroll Recap & Reporting • Emailed communications to customer.

  5. System Components The System uses non-proprietary components from industry leading companies. • Android, Windows Mobile, and Palm OS smartphones and PDA’s • Microsoft SQL Databases and Servers • Cellular or Wi-Fi internet connection.

  6. FMS Modules and Features Equipment Details Dispatch Ticket Processing Tablet / Smartphone Interface Includes Standard Reports. Customer Information

  7. Rich Application Interface • Simple and easy to use interface. • Main icon-bar for graphical navigation • Resize-able screens and windows • Standard icons • Barcode Support

  8. Manage Customer InformationEasily view service historyQuickly lookup machines

  9. See All Customer information on one screen, in one place (Including contact info, service history, machine list, current tickets, and more…)Set customer specific options like mileage rates, tax rates and travel hours limits.]Rate customers by level (platinum, gold, silver, bronze)Keep detailed customer notes for everyone in your organization to easily and quickly referenceSet customer status like Hold, COD or even mark for Review. Manage Customer Information

  10. See All Equipment information on one screen, in one place Build and maintain detailed records, including date purchased, installed and warranty informationDefine and setup service contractsSet a schedule for Preventative Maintenance and have the software remind you when its dueView detailed history with one click of the mouseCapture notes specific to this unit for all to see. Manage Equipment / Machine Information

  11. Service Call ListSee all calls in an easy to view, color coded list“YOU” control the columns you see.Open, close and edit service calls from one screen.Filter this list by customer, date, tech, etc…Export this list to Excel or PDF with one click

  12. Service Call Details - Where it all happens! Assign calls to one or more techs Specify the exact machine to be serviced See any contract and warranty information as you edit the service call Mark the call as “Down Machine” or as a “Return Call” Set Ticket Type (Paid, Warranty, Courtesty, etc…) Easy to use and view Enter service calls while talking to the customer Tabs on the left show all important customer information without jumping around If the customer is on HOLD or COD, the screen flashes Verify customer address and other info… edit with one click!

  13. Dispatch Board • Use graphical tools to schedule service visits • Drag and drop enabled • View schedule for any day and/or tech • Print out service schedules in the field

  14. Document Service Activity (Service Reports) Shows summary of service call Collect detailed work description Show billing rates (if applicable) Document hours (labor, travel, time on/off site) Capture important information on machine usage Set options This info becomes part of “History” **** This information is usually captured by Tech’s in the field ****

  15. Parts and digital signatures are included… Document parts usage for each service call Specify the source of the part (Truck, Drop Ship, Warehouse) Automatically updated inventory levels when service report is processed Capture and view digital signatures **** This information is usually captured by Tech’s in the field ****

  16. Print Service Tickets, with electronic signatures, in a format that you can send directly to the customers.In most cases, the system automatically emails the customer copies of his service reports within minutes of the service visit.

  17. Manage Parts InventoryFull warehouse and truck inventoryLook up parts prices and availabilityTrack and document consigned and owned partsLoad parts lists and prices from suppliers

  18. Inventory Item Details • Track unit cost and customer price • Multiple warehouse / Van locations • Transfer and adjust inventory with detailed audit records • Document parts received from vendor orders

  19. Custom Reports List • FMS Support Crystal Reports as the reporting format • Create custom templates and check them into the system • Parameter screens are automatically generated • Export to Excel, PDF, Word, etc… • Email reports using MAPI interface • Standard reports are included • Use database map to navigate through the data tables

  20. Payroll ReportUsed to extract daily and hourly payroll information from service tickets. Can be used to eliminate duplicate payroll entry by technicians

  21. Service History By CustomerUsed to display a list of all activity for a particular customer. Report covers any activity on any machine owned by the specified customer

  22. Billing ReportUsed to extract daily and hourly billing information from service tickets. Only shows information that the service tech’s marked as billable. Includes labor, parts and prices.

  23. Time Summary ReportShows payroll information in a summary format.

  24. Parts InventoryShows a list, quantity, and price of parts for each specific warehouse, including service vehicles

  25. Parts Usage Source AnalysisShows quantities and percentage of parts used and their source. Good for determining whether or not truck and inventory levels are set correctly.

  26. No Paper! Close Tickets In the Field with a Laptop • Technicans collect all data in the field. • Special program for laptop links directly to the office • No information is lost • Real-time data transfer • ** Electronic signature capture ** • No Paper!

  27. Assigned tickets (Laptop) • Each technican can view tickets for the day • No need to call the office for work. • See customer data and history • No additional information will be needed

  28. Documenting service activity (Laptop)

  29. Capture time and expense information (Laptop)

  30. Capture specific information on each machine (Laptop)

  31. Capture Signatures and Show Cost Summary (Laptop)

  32. Close tickets in the field using your smartphone The device you aready have is all you need! • Provides an intelligent link between technicians in the field and the database in the office. • Native app. Works when there’s no active connection! *** • Smartphones, such as Androids, Windows Mobile and Palm OS devices are supported. • ** I-Phone / IPAD available soon! • *** works on tablets! ***

  33. Android Phone Screens Navigation using the Main Menu See all open and assigned service tickets “actual screens shown”

  34. Verify service report details moreAndroid Phone Screens… Document the full work description “actual screens shown”

  35. Document parts used on the job, including price (if available) Document parts used on the job, including price (if available) Document parts used on the job, including price (if available) Document parts used on the job, including price (if available) Document parts used on the job, including price (if available) Document parts used on the job, including price (if available) Document parts used on the job, including price (if available) Document parts used on the job, including price (if available) and moreandroid phone screens… and moreandroid phone screens… and moreandroid phone screens… and moreandroid phone screens… and moreandroid phone screens… and moreandroid phone screens… Automatically order additional parts to be dropped shipped Automatically order additional parts to be dropped shipped Automatically order additional parts to be dropped shipped Automatically order additional parts to be dropped shipped Automatically order additional parts to be dropped shipped Automatically order additional parts to be dropped shipped “actual screens shown” “actual screens shown” “actual screens shown”

  36. Technician checks the appropriate boxes regarding the call. Great for reporting! Technician checks the appropriate boxes regarding the call. Great for reporting! Technician checks the appropriate boxes regarding the call. Great for reporting! Technician checks the appropriate boxes regarding the call. Great for reporting! Technician checks the appropriate boxes regarding the call. Great for reporting! Collect custom information about the call and equipment(user defined!) Collect custom information about the call and equipment(user defined!) Collect custom information about the call and equipment(user defined!) Collect custom information about the call and equipment(user defined!) Collect custom information about the call and equipment(user defined!) Collect custom information about the equipment to be included with the service record. Collect custom information about the equipment to be included with the service record. Collect custom information about the equipment to be included with the service record. Collect custom information about the equipment to be included with the service record. “actual screens shown” “actual screens shown”

  37. Technician enters actual time on/off site as well hours and travel. Document time and compute service costs in the field Service costs are computed automatically based on rate, taxes and expenses “actual screens shown”

  38. Collect signatures from customers directly on the smartphone and moreandroid phone screens… Then, hit one button and transfer all the information to the office imediately NO PAPER! “actual screens shown”

  39. FMS is not new. It was first developed in 1998 and has continually evolved ever since. • Currently installed and working at over 120 customer offices in the US and Europe, including ThyssenKrupp Elevator, HAAS Torrance, HAAS Houston, and FADAL Machining Centers and several other service companies. • We have lots of experience in the service industry • Continually enhanced and modified with direct • input from service and repair managers. • Stable and mature Is it new…???

  40. Availability • Version 4.9.x is available NOW! • Takes less than 4 weeks to do a complete installation and training after the following: • initial consultation and needs assessment • loading of existing data in the system • customization of report templates for a unique needs. Is it new…??? Ordering Info.

  41. Questions?

  42. Contact Information: Maurice Dorris (maurice@paradigminfosystems.com) Technical Consultant Paradigm Information Systems Ph: 310-768-2965

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