ADVANCED SCHEDULING OPTION

Adds additional features and reports to the standard Dispatch Board, Contract Processing, and Service Order Processing. Provides features for handling scheduled service, upgrades and recalls. System will automatically schedule reminders for the user to follow. Scheduled service automatically turns into jobs, ready to print and assign to workers.

ADVANCE WARRANTY PROCESSING OPTION

Adds a claims warranty tracking and processing layer to the Service Order. In the course of providing service if a claim is generated the system will create a Claims Order automatically. The Claims Order is then tracked and presented to the vendor or manufacturer.

RAPID ENTRY OPTION

Efficiency option for entering and processing large volumes of equipment or units into your repair or replacement process. Saves many hours a day in data entry by combining all the necessary functionality needed to record, manage, and bill for depot service.

JOB ESCALATION OPTION

Automatic escalation feature to Service Order for moving jobs on to a higher priority based User-defined rules. Displays escalated jobs on Service Manager's Dash Board.

Very useful feature for managing jobs and job status. Be alerted of jobs that need special attention or overdue.

SERVICE ALERTS OPTION

Add Business-alert feature to your service process. Email the right people at the right times. Sends notifications based on User-defined rules. Alerts show on Service Manager's Dash Board and as emails. Email formats are User-definable..

ESTIMATION MODULE OPTION

Create estimations with customizable formulas. Create templates used to build estimates including Kits. When you approve the estimate you may create a Service Order and or Contract. Define service Schedules and other requirements agreed on in the estimation. Tracks estimate to actual hours and cost.

CUSTOMER SERVICE MANAGEMENT OPTION

Adds a contact management layer to the service operation. Includes customer note management, follow ups, reminders, alerts, tracking contracts by customer or group, and management reporting. Useful in recording client needs and characteristics. Very useful in cross-selling.

SERVICE TIME ENTRY OPTION

Adds new data entry and reporting options designed to allow fast entry of parts and labor in a batch format. This option is intended for use in heavy data entry of labor.

WORKFLOW MANAGEMENT OPTION

Workflow and routing management. Adds rules and alerts to Service Manager. This important feature lets the User define rules, workflow, and alerts that are enforced during the service process. Automates processes for efficiency and accuracy.

EQUIPMENT MANAGER EXTENDED OPTION

Equipment Manager is an add-on to Service Manager and Contract Manager. Designed to track and control various specialized service aspects of the equipment life cycle. Useful in cases where equipment has special requirements or tracking during sales and service such as meter readings, parts required for service, cleaning kits, etc.

This add-on includes configuration time.

ESSENTIAL JOB SHOP OPTION

Adds essential job shop feature set to the Service Manager module. Handles make-to-order and rebuild processes. MAnages both quick turnaround jobs as well as more complex make-to-order jobs. Bill-of-Materials can be defined using labor, parts, and procedures as building blocks. Where-used and parts-needed reports ensure smooth movement of jobs.

DEFERRED BILLING OPTION

Adds the function of deferred bill accounting method to Contract Manager. Contract invoicing will post the sales to a deferred account. Revenue is recognized automatically on a periodic basis. Deferred Revenue reports available.

CONTRACT METERED BILLING OPTION

Track and bill contract equipment by meters, count or clicks. Bill for overage. Give equipment an allowance and report ending counts on a weekly or monthly basis. Includes report showing count status.

CONTRACT ALERTS OPTION

Add business-alert features to your contract management process. Email the right people at the right times. Sends notifications based on User-defined rules such as: Expiring contract and warranty, contract overage, budget exceeded, service level missed, etc. Format of the alert and who receives them are User-definable.

SERVICE CREDIT (BLOCK) BILLING OPTION

Offer contracts in terms of by blocks of time and dollars. Often called prepaid block or service credit, this option will bill for blocks of hours or dollars. The Blocks of dollars will be decreased over time by accumulated Service Orders.

Set custom bill rates for labor while covered under prepaid-clock as well as out of scope services. Auto renew block of dollars, generating invoice on next billing cycle.

CONTRACT QUOTATION OPTION

Adds ability to handle contract quotes. Defined the quote and approve or decline. Declined quotes go to history, approved quotes become live contracts.

EQUIPMENT MANAGER EXTENDED OPTION

Equipment Manager is an add-on to Service Manager and Contract Manager, designed to track and control various service aspects of the equipment life cycle.

Field Technician or Customer may log in via the internet and view jobs, add new service requests,post labor to jobs, etc. Technician Login. The Technician may login to view jobs, print jobs, add parts and labor to jobs, and change job status.

Customer Login.

Customers can login and view open jobs as well as add requests for new service.

Technician Login.

Technicians and manages can login and view open jobs, add parts labor and notes to the job, and status the job..


Available for Sage Mas 90 and 200 Versions 4.05, 4.1x, 4.2x, 4.3

Job Manager is a job shop system for companies who make-to-order, rebuild, assemble, install, and repair items.

We can offer a unique business system that can handle your shop and service departments. Job Manager's goal is to help you control manager shop activities, control cost and manager profitability.

Job Manager along with Service Manager enables organization to wrap their arms around their whole operational process including builds and rebuilds, service, contract management, billing, and accounting. All these operations live in a unified database.

Available for Sage Mas 90 and 200 Versions 4.05, 4.1x, 4.2x, 4.3

Bid Manager is a quoting/estimation system integrated with Service Order, Contract Manager, and Sage MAS 90 and 200 accounting. BidWerks makes use of Inventory, Accounts Receivable, Accounts Payable, General Ledger and Purchase Order to provide a well rounded system rich with valuable features. With BidWerks you can quote products, services, kits, and commitments such as deliveries and installation timelines.

Our goal in designing this package was to bring together the components involved in the quoting process as well as fulfillment and accounting and to handle all this in a single place. Components of quoting as we see it are: Quoting and pricing, approval, material requirements, work force requirements, scheduling, billing, reporting, and accounting.

Gives your field service work force the ability to enter and management service tickets in the field while synchronizing important data between the field and corporate. Techs may enter parts, labor, service notes and other job data, print service tickets or invoices to hand to the customer, and status the job. All this data will be sent to corporate when the tech syncs with corporate. Sync may be performed at the customers site or his home office.

Pricing Subject to Change

Although the prices published on our web site are intended to be current, at times there may be a delay in updating price changes. All published prices are subject to change without notice. If you have questions about the current price on any item, please call.