Bulletin October 2026

Service Manager 2027

Service Manager 2027 is now available for download from the Partner area of the Technisoft website.

Following a year of intensive development, this new release introduces a raft of exciting enhancements. Most notably, we have added extensive features to the Web Screens version, bringing it to near-full parity with the traditional Desktop version.

If you haven't experienced Web Screens yet, the massive time savings make it well worth a look. To help ease your transition, both versions use the same database, meaning they can be run simultaneously without disruption. Think of it like migrating to a smartphone—once you make the switch to Web Screens, you won't want to go back.

Next Steps & Availability:

• Book a Live Presentation: Email our team to arrange a private preview, and we will gladly walk you through the software via a Microsoft Teams session.

• Included with Software Assurance: This release is available to existing Service Manager customers current on Software Assurance at no additional cost.

• Download Now: All 2027 installers are available on our website. Please log into your account to begin your download.

Resource Management

Advanced Scheduling 2027 is now available for download from the Partner area of the Technisoft website.

For the Desktop version, this update serves as a compatibility release to ensure ongoing system stability. Meanwhile, our Web Screens version introduces powerful new features, driving many of our customers to transition over to the Web platform.

New features in Advanced Scheduling (Web Screens):

• Summary View (Heat Map): Visualise resource capacity and scheduling density at a glance.

• Quick Links: Seamlessly retrieve history, notations, custom fields, equipment, and model details.

• Performance Tracking: View overruns and actual times directly within the interface to optimise future scheduling.

Field Service

Field Portal 2027 is now available for download from the Partner area of the Technisoft website.

While this is primarily a compatibility release, it also includes several new features to support your day-to-day operations.

Behind the scenes, the Technisoft team has been working diligently on Field Portal Next, our next-generation mobile software. Developed using the latest software technologies, we are nearing the beta stage and aim to officially launch before the end of the year.

What you need to know about the transition:

• Dual Running Supported: To ensure an easy transition, you will be able to run Field Portal Next alongside your existing Field Portal system.

• Become an Early Adopter: If you are interested in reviewing the new features and participating in the upcoming beta, please get in touch with the Technisoft team today.

Customer Service

Customer Portal 2027 is now available for download from the Partner area of the Technisoft website.

Open 24/7!

The Customer Portal for Technisoft Service Manager provides your clients with a 24/7 self-service platform to manage their accounts at their own convenience. Customers can easily log in to create, track, and manage their service requests.

Key features include:

• Direct Collaboration: Built-in chat allows your service team and customers to communicate in real time.

• Streamlined Operations: Easily identify issues and initiate equipment maintenance tickets or general work orders instantly.

• Round-the-Clock Access: Reduces administrative strain by allowing clients to submit requests outside of standard business hours.

Report Manager 2027 is now available for download from the Partner area of the Technisoft website.

As a highly mature and stable solution, this version is primarily a compatibility release to ensure seamless performance across your systems.

If you run custom Crystal Reports and haven't experienced Report Manager yet, we highly recommend taking a look. It is available for both Desktop and Web Screens versions.

Report Manager helps you:

• Build Professional Interfaces: Add date pickers, drop-downs, checkboxes, and custom entry parameters to your Crystal Reports.

• Automate Delivery: Easily schedule reports to run automatically.

• Organise Reporting: Group reports into logical categories like Month End, Service, or Accounts for quick access.

Dashboards

Discover 2027 is now available for download from the Partner area of the Technisoft website.

Discover is installed via the Technisoft Web Screens installer.

Exclusively designed for Web Screens, Discover empowers you to build queries directly from your Sage 300 database. It seamlessly pulls data across all Sage Core products as well as Service Manager, allowing you to instantly transform that data into powerful Dashboards.

Key features include:

• Flexible Framework: Host up to 24 Dashboards per Frame, with the ability to create unlimited Frames to suit your business needs.

• Targeted Deployment: Easily deploy Dashboards company-wide or restrict access to specific users.

• Pre-Built & Custom Groups: Organise data by Accounts Receivable, Accounts Payable, Inventory, Purchase Orders, General Ledger, and Service Manager—or design your own custom queries from scratch.

Road Map

We have several exciting new developments planned for the coming months.

First, we are investigating how to best integrate AI features into Service Manager to deliver meaningful value. While Sage will soon release AI options across a range of products (including Sage 300), we are focusing on introducing AI to Advanced Scheduler to assist with route optimization when scheduling resources.

Additionally, we have several key updates launching soon:

• Redesigned Time Entry: A completely overhauled program for Web Screens.

• Enhanced Web Screens Support: Integrating both Avalara Tax and Credit Card Payments.

• Field Portal Next: The next generation of our mobile device software.

• Future Roadmap: In our next cycle, we plan to build Advanced Maintenance and Return Authorisations for Web Screens.

• Continuous Improvements: Discover is constantly being enhanced, and we always welcome your feedback.

Have a feature request?

We value your input. If there is a feature you would like us to consider, please email us at technisoft@technisoft.com.au. We will review your request based on scope and requirements to either add it to our current project list or slate it for a future development cycle.