Accounting, Inventory Control and Sales Management Modules

Service Manager

The Service Manager add-on will help improve customer satisfaction and increase the efficiency of your service business. This add-on gives you quick access to all service records, making it easy to track the history of each piece of equipment.

Features:

  • Track service history by equipment or customer
  • View/print equipment list and service history reports
  • Send reports directly to customers from within Service Manager
  • Set follow-up dates
  • Flexible sorting of parts and labour information
  • Create preset filters
  • Multiple word search of all records
  • Customize field names
  • Reassign customer names for each equipment
  • Add attachments and notes for each equipment
  • Open and edit multiple equipment items at one time
  • Automatically include additional surcharges on service orders and invoices
  • Add job headers to each service order
  • Create and link purchase orders to service orders
  • Add equipment to Service Manager from within a sales order
  • Automatically add service packages