TimeLinx Project and Service Management

Project and Service Management (PSM) for Sage

Field Services & Time Tracking Jobs & Projects

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Project Management
Budgeting
Service and Support
Scheduling and Dispatch
Alerts and Monitoring
Mobility
Accounting Integration
Business Intelligence and Reporting

Project Management

TimeLinx solutions are designed to provide transparency, access, and control across your entire customer lifecycle from lead management to project delivery. TimeLinx applications connect departments to break down information silos while providing detailed reporting and ERP system by transforming it from a single function application into a complete project management tool.

End to End Project Management on through to Service Delivery

From the initial expression of interest to the design and development of the project, on to the service delivery and the on-going maintenance and through to billing, TimeLinx PSM gives Sage customers a 360 degree views of their project and service delivery organizations.

Budgeting

TimeLinx will manage all of your budgets in these areas—in real time—making sure that every project is managed responsibly. No need to wait on a separate accounting system and staff data entry to know whether or not you are within your cost parameters. Using our optional alerts system, appropriate managers can be notified when the project reaches a preset percentage of total budget to avoid going over. All of this is accomplished at projects, tasks, expenses, products, and consultant levels for every project.

Critical to the Success of the Business is Knowing that Projects and Services Stay Within Budget

TimeLinx will manage all costs associated with work performed—in real time—making sure that every project and service delivery is managed responsibly. No need to wait on a separate accounting system and staff data entry to know whether or not you are within your cost parameters. Using our optional alerts system, appropriate managers can be notified when the project reaches a preset percentage of total budget to avoid going over. All of this is accomplished at projects, tasks, expenses, products, and consultant levels for every project.

Service and Support

TimeLinx PSM has expanded the capabilities of Sage ERP & CRM solutions to capture the costs associated with each individual person on your staff providing those services. TimeLinx PSM not only captures the costs and time, it also adds them to fields that track financials by project.

Enhanced Customer Service and Support While Increasing Revenue

TimeLinx PSM has expanded the ability to capture the costs associated with each individual person on your staff providing support and customer services. TimeLinx PSM not only captures the costs and time, it also adds them to fields that track financials by project and service engagement.

Scheduling and Dispatch

Best utilization of your human capital means putting the correct people with the correct skills in the correct place at the correct time within the budget allowed by the project. TimeLinx PSM helps you do all of that using interactive Gantt charts, our WebCalendar, and our capacity planning tools. Make sure you are maximizing this most important aspect of your projects.

Assign the Right Resource with the Right Skill at the Right Time

Best utilization of your human capital means putting the correct people with the correct skills in the correct place at the correct time within the budget allowed by the engagement. TimeLinx PSM helps you do all of that using interactive Gantt charts, our WebCalendar, and our capacity planning tools. Make sure you are maximizing this most important aspect of your customer interactions.

Alerts and Monitoring

Keeping informed about critical information in your TimeLinx system is the key to moving projects and tasks forward without skipping a beat. Adding the TimeLinx AlertPak will enable an automated workflow system with personalized notifications to ensure that work is started on time, in the correct order, by the assigned individuals, and without manual intervention for notifications.

Stay Ahead of Your Business Demands with Alerts and Monitoring

TimeLinx Alerts and Notifications will keep every user on top of issues that arise in a client engagement, or TimeLinx Projects and Tasks that need to be started, completed, or are running behind schedule. The Alerts system will notify anyone inside or outside your organization, including sales staff, finance, service techs, business partners and clients, all of whom need to be kept in the loop when critical, time-sensitive information comes to light.

Mobility

TimeLinx SmartMobile brings a full-featured time, expense, work-order, inventory and asset management application to iOS and Android smartphones and tablets

The Freedom and Flexibility of a Device and Platform Agnostic Mobile Project and Service Management Solution

Many mobile applications capture time. Many web solutions capture time and expenses. SmartMobile does so much more by integrating project and service records with your Sage system and incorporating the full logic of our rules-based TimeLinx Revenue Optimization Engine™

Accounting Integration

With the TimeLinx Accounting Platform (TAP), you can eliminate time-consuming and error-prone re-entry of data across multiple applications. TAP passes financial data both directions between accounting/ERP and TimeLinx PSM — revenues, expenses, margins, Job Cost, G/L numbers, staff data, detailed notes, and more.

Tie All Systems Together from Sales, to Service through to Finance

With the TimeLinx Accounting Platform (TAP), you can eliminate time-consuming and error-prone re-entry of data across multiple applications. TAP passes financial data both directions between accounting/ERP and TimeLinx PSM — revenues, expenses, margins, Job Cost, G/L numbers, staff data, detailed notes, and more.

Business Intelligence and Reporting

The power of TimeLinx is reflected in these samples of the BI dashboards for our TimeLinx Infor CRM product line. The financial and performance data shown represent the kinds of data that TimeLinx produces as it goes about its daily work of managing, tracking, and controlling project performance. Using the Microsoft Power BI platform, these can be modified and new dashboards created as needed by anyone with Power BI experience.

The Metrics that Matter at Your Fingertips

The power of TimeLinx is reflected in the BI dashboards for our TimeLinx product line. The financial and performance data shown represent the kinds of data that TimeLinx produces as it goes about its daily work of managing, tracking, and controlling project performance. Using a modern BI platform, these can be modified and new dashboards created as needed by anyone with Power BI experience.