• A new consolidated user interface to simplify Agreement setup.
• New reusable Agreement Plans at Site and Equipment level (includes time cover for specific hours/days and the ability to specify what is to be covered and a price list per Plan).
• Warranty now includes age as well as usage. e.g., 2 years or 10,000 hours. 
• Site, Contact  and Equipment locations can now be specified to 4 levels. e.g., Building 1, Radiology, Level 2, Room 3.
• Model enhancements to support Equipment distribution and default Meter Types. 
• Meter enhancements to support Meter Types, Transactional Meter Entry Table including options for billable / non billable, MTBF calculations and predictive maintenance.
• Report enhancements (ongoing commitment).
• “One off” recurring billing detail lines.
• The new Advanced Maintenance Add-On enhances the existing Service Manager maintenance functions with a full Task and Activity based preventative maintenance system. Activities can include questions, text input, measurements or check procedures.
• Tasks can also be added as part of the core Service Manager system. Tasks become a special form of Billing Group. Tasks can therefore include predefined templates that can in turn include notations, attachments, services and parts that will load automatically when a task is added to a Job. A new program called Task Manager has been added to help manage Tasks. It  allows managers to quickly review, update or query Task statuses and allows employees to complete Tasks without necessarily going into the Job system, depending on security settings.
• Financial Statistics can now calculate across any period specified making calendar comparisons or financial year comparisons very easy.
• For easy identification, Fault Registrations now appear in the Job tree under Equipment records. A new Find tool allows find by model or across the entire database for symptoms, faults and solutions.
• The ability to adjust segment codes in the GL by Service Center has been added (the Service Manager Service Center Add-On must be installed). Remember that Service Centers can be used for Departmental or Divisional requirements as well as geographic locations.
• Employees can be allocated to particular zones / territories as well as disciplines and can have default Inventory Locations specified so that when parts are added for that employee, the Inventory Location will default accordingly.
• When using the Search icon in Document Entry, the Equipment Transfer program has been enhanced to allow creation of a new AR Customer and Service Manager Site prior to equipment transfer. That means if equipment was sold to a distributor or agent, but is being returned by an end user under warranty for example, the transfer can now be performed in one step.
• A new Equipment Folio has been added to show all information on any Equipment record, including, history, custom fields, warranty, serial numbers, manuals, safety documents, maintenance and more. This can be accessed from many places within Service Manager and provides an easy to access summary of all Equipment at a particular Site or group of Sites.
• Additional queries have been added to the Document Query program for Phase, Phase Status, Agreement Response times and Equipment Response times.

Employee Web Portal Add-On

The Employee Web Portal Add-On includes integration with Sage CRM and is available for both CRM 5.7 and CRM 5.8.

The Service Manager Employee Web Portal Add-On allows your field engineers or general staff to access your Service Manager database from anywhere in the world directly from a web browser or within CRM. Your staff will be able to view and edit their jobs, create new jobs or quotes, read reports, complete jobs, add notations, view equipment or site history, check warranty, maintain custom fields, search on serial numbers, raise invoices, print quotes, print job cards/work orders, and more.

Using CRM integration it is also possible to enable Workflow procedures, manage and then convert Opportunities to quotes, and updating Sales Pipelines, convert Cases to Jobs, and expose important company-wide information to all employees.

The Service Manager Employee Web Portal Add-On is compatible with Service Manager versions 5.3A and above.

Advanced Maintenance Add-On

Preventative maintenance can be set up at Site and/or Equipment level. Maintenance can also be set up at Model level and then published to all equipment of that model type making deployment and updating of maintenance very easy to manage.

Maintenance setup consists of rules that determine when maintenance is due and define the specific Tasks and Activities to be performed to carry out the maintenance.

Use the Advanced Maintenance Add-On to identify loadings for inventory and labor usage for the entire year and advance plan and schedule using many different scheduling methods or simply take meter readings to determine whether maintenance is due.

The Advanced Maintenance Add-On is particularly useful for (though not limited to) facility management such as in hospitals, hotels, refineries, or in industries such as HVAC or vehicle management where equipment or plant maintenance is required.

Documentation

Service Manager 5.3B also comes with a new and improved User Guide. Visit Online Documentation to access all current Service Manager documentation. You must be logged in as a Business Partner to access the Service Manager documentation on the Technisoft website.

Brochures

For more detail about Service Manager products and features, please download our full marketing brochure. This brochure requires registration before you can download it.

Integration

Please note that mandatory Accpac modules for Service Manager are System Manager, GL, AR, and IC. Service Manager will not operate without these modules. Other Accpac modules are optional. Refer to the Integration Map.

VISIT AGAIN SOON!

This area is continually updated with the latest information about product releases. Please keep in mind that published release dates are not guaranteed and are subject to change without notice.