The Service Manager Add-On products expand the functionality of Service Manager. Add-On products are licensed separately.
The following Add-On products are available for Service Manager:
Employee Packs
Service Manager's licensing mechanism is based of the number of Employees that are being tracked. For example: if you have two (2) administrative staff and five (5) technicians in the field, you would typically only require five (5) employee licenses. Additional Employee license packs can be purchased at any time allowing convenient scaling of the system at a time suitable to your needs and timing.
Service Manager for PDA Field Application
PDA Field Applications are the latest addition to the Technisoft product range. These allow technicians to function online or offline remotely from the field and update Service Manager real-time or when the technician returns to base.
Employee Web Portal (with Sage CRM integration)
The Service Manager Employee Web Portal allows “your” employees to access your accounting and management systems online via a web browser. This saves time, is convenient, and in some situations reduces the cost of expensive licensing fees. Most importantly, access to your data can be from anywhere in the world, day or night.
Engineers/Technicians, as well as general staff can log in to view their existing jobs. Those jobs can then be modified by adding labor and parts, notations, equipment and other details. Create new jobs online and assign employees to those jobs. Quotes can also be created and a quote can then be promoted to a job if approved.
Customer Web Portal
The Service Manager Customer Web Portal allows your customers to access and transact with your business directly through a web browser. This speeds up response times providing better customer satisfaction and as an added benefit, business overheads and costs are reduced as less time is spent on telephones logging information or answering questions.
Customers can log new job requests, view the status of existing jobs, view site and equipment history, check preventative maintenance schedules and task status, change contact details, create return authorizations, add meter readings, send or receive email, and check agreement information. They can also check billing information and reprint invoices.
Advanced Maintenance
The Advanced Maintenance Add-On enhances the existing Service Manager Maintenance functions and is particularly useful for facility management such as in hospitals, hotels, refineries, or in industries such as HVAC or vehicle management (to mention only a few), where equipment or plant maintenance is required.
Advanced Maintenance includes a full Task and Activity based maintenance program. 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.
Purchasing Integration
The Service Manager Purchase Orders Add-On enables direct integration of Service Manager with the Accpac Purchase Orders module. It allows you to generate Purchase Order Requisitions or Purchase Orders directly from within Service Manager Jobs or from the Service Manager desktop.
Serialized Inventory
The Service Manager Serialized Inventory Add-On adds to Service Manager’s existing serialization functionality. It enables direct integration of Service Manager with the Accpac Serialized Inventory module.
Serialize items at the point of receipting goods into stock, then at the point of sale in Service Manager select from a table of previously receipted serial numbers.
Service Centers
The Service Center Add-On module provides functionality to create multiple Service Centers within a Service Manager database in order to cater for external branch or internal division or department requirements.
Branches or departments can have their own document numbering system for all document types including jobs, quotes, invoices, etc., and employees can be limited to certain branches so they only have access to that branch's details. Sage Accpac security is active on these functions and separate Day Ends can be run by Service Center.
Users at one branch for example may be unaware of the other branch's activities yet all accounting is consolidated in one database.
Service Centers can be used internally for divisional or departmental purposes as stated, and include the ability to override GL Segment Codes as applicable in order to accommodate this function.