Technisoft Service Manager
Job Cost Management
Service Manager's Document Entry program enables in-depth control of job costing. Enter or view Jobs, Sales, Quotes, Templates, Meter Agreements, Site Agreements, Warranty Agreements, Historic Jobs and Recurring Jobs.
Actual vs. Budget
- Compare actual revenue and costs to budgets
- See Gross Profit and Net Profit/Loss
- Click detail lines in the Document tree to see revenue, costs and budgets for that line only
Agreement Management
Agreements can be easily created using the step-by-step Wizard feature. Agreements can be set to auto-renew and have recurring invoices generated during the specified period.
Site Agreements
- Site Agreements are contracts sold to Customers in advance. They are used to cover all or certain Equipment at one or more Customer Sites. When a Job is entered, Service Manager checks if a Site Agreement is in place and verifies which Equipment is covered by the Agreement, and to what extent. The Customer will not be charged for the Services or Items covered by the Agreement during the term of the Agreement.
Meter Agreements
- Meter Agreements are documents in Service Manager used to create a contract of cover for a particular piece or pieces of Equipment that may have a meter attached. Meter Agreements are used to process the automatic billing of Meter readings. Meters are often read on a recurring basis, and the Meter Document is processed based on the meter values logged at the time of reading. Service and Item detail lines on a Meter Agreement can be set up to allow for many different types of calculations based on the usage or reading value. These can then be used to raise an Invoice document based on these calculations.
Warranty Agreement
- A Warranty Agreement is a "service agency" agreement that you have with Manufacturers or Vendors. Warranty Agreements cover Equipment only and can be used to maintain claims to the Manufacturer of the Equipment for service work and parts used to repair the Equipment covered under Manufacturer warranty. A Warranty Agreement applies to a particular Model and can cover all Equipment for that Model or selected Equipment for that Model.
Equipment Faults and Solutions
Reported problems with equipment can be searched in the database or added as a new problem. Service Manager can manage customer returns and warranty repairs.
Resource Management
Advanced Scheduling is a powerful, calendar based scheduling tool capable of the most demanding operational requirements.
3 pivot views, Calendar, Job List and Timeline, provide a clear picture of utilization and availability while being fully integrated to the back-end accounting and job system.
Calendar View
- Simply draw on the calendar to create an appointment. Rescheduling is as easy as dragging and dropping to another resource. Colour appointments by status, priority, zone, job type, service centre, and find a free technician by time available, skill, work group, or utilization capacity
- Live integration with field technicians. Dispatch appointments to field technician's mobile phones or tablets and monitor onsite time recordings in real time.
- Maps, routing, alerts, email and sync to Outlook.
Similar Apps
Aritmos
Aritmos is a vertical software programmed using the resources and development tools of Sage X3 for any kind of agricultural organization and industry. From fruit / vegetables cooperatives to vineyards, dairy, cereal, nuts, livestock, etc.
Aritmos
Bridgement
Simple and fast credit facilities, business loans and invoice finance of up to R5,000,000 to improve cashflow and help grow your business. Apply online in minutes by connecting your Sage account, and receive funds in hours. Simply provide your financial data at a click of a button by connecting your Sage Business Cloud Accounting, and we'll do the rest, no lengthy forms and no paperwork required!
Bridgement
Dext: Expense Management & Receipt Scanner App
Trusted by 700K+ businesses. Auto-fetch invoices, receipts, bank statements, Amazon data, and bills. Free Trial! Dext expense management software integrates with Sage for automated bookkeeping, real-time insights, and effortless data extraction from receipts, bills and bank statements.
Dext: Expense Management & Receipt Scanner App
Flowgear
Integrate & Automate Sage with all third-party Applications, System, APIs & Databases in minutes not months. No coding, SMB to Enterprise. <p>Flowgear’s iPaaS platform enables organisations of all sizes to build powerful Application, Data and API integrations, whether they’re in the cloud or on-premise, all from a single interface.</p> <p> Amazon Connectwise datto Dynamics 365 CRM Excel FTP Google Drive Magento Microsoft SQL Server MySQL Salesforce SharePoint Shopify Slack WooCommerce ZOHO </p>
Flowgear
GUMU™ Integration
GUMU™ Integration for Sage X3 delivers seamless, real-time, bi-directional integration that plays a pivotal role in bridging and unlocking the potential of front and back office data.
GUMU™ Integration
LYNQ
Formed around international standard IEC62264, LYNQ’s configurable, plug-and-play manufacturing execution system (MES) for Sage X3 can plan, track, automate, analyse and optimise the effectiveness of employees and machines to help manufacturers achieve their delivery, quality and financial goals.
LYNQ
Sage Alerts and Workflow
Sage Alerts and Workflow is a unique combination of data mining (monitoring), alerts, reporting, and workflow technologies that automatically monitor and respond to critical information in ERP, CRM, HRM, and related applications.
Sage Alerts and Workflow
Sage X3 Web Scheduling
To ensure that delivery dates are met while using manufacturing resources as efficiently and effectively as possible | Creation of feasible and optimized production plan | Reduction of required setup time | Management of production constraints (materials, labor, tools, etc.) | Synchronization of the whole production chain, from customer orders and work orders to purchase orders
Sage X3 Web Scheduling
ServCraft
Job Management Software in the Cloud. Whether you are a one-man band or have teams in multiple locations, ServCraft’s mobile and cloud software platform will help you grow your business and make more money from happier customers. Integrate with Sage Accounting for best results.
ServCraft
Warehouse Manager for Sage X3
Datalinx Warehouse Manager is a warehouse management system integrated into the business processes of Sage that allows the operatives in the warehouse to be wirelessly connected to the central system utilising the latest wireless hardware and dedicated Datalinx Warehouse Manager screens.
