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Conative Systems Inc.
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   Overview       Benefits      Features      Views 

Service Manager Standard Features

  • Interactive schedule board, graphical, drag and drop. View schedules by several User-definable categories.
  • Worker/Crew management including skill sets, availability, rate levels, cost, payroll options.
  • Workflow automation with custom-defined rules and other user-definable options.
  • Advanced inventory management. Tracks purchases, handle replacements, equipment drill-down history, material planning and more.
  • Simple to use inquiries to help start and monitor service.
  • Business alerts and email services built in to keep people informed of status.
  • Flexible Billing options. Void and re-bill previous service.
  • Worker Time Entry for batch entry and audit of labor.
  • Optional eService module for customer and worker internet access.
  • RMA Processing.
  • Complete accountability of service parts.
  • Comprehensive equipment tracking.
  • Warranty and claims handling.
  • Third party billing.
  • Credit checks, billing/collection alerts, and other accounting features.
  • General Ledger tracking by departments, centers, service types, and more.
  • Comprehensive drill-down inquiry into customer service history, equipment, service locations, warranty, etc.
  • Dash Board showing job statistics and open commitments.
  • Contract tells service response times, service level, and coverage.
  • Support for vendors and sub-contractors services such a s parts exchange, repairs, rebuilds.
  • Real Time warranty tracking, equipment status, technician availability, and open service status.
  • Easily modifiable screens to tailor the views for specific Users.
  • Flat rate pricing and customer specific price tables.
  • User definable price matrix for parts and labor pricing.
  • Manage and view orders by location, department, tech customer, as well as user definable criteria.
  • Quickly locate parts in your warehouses and by bin location.

Schedule and Dispatch

  • Drag and drop, graphical Dispatch Board.
  • Skill Set Matching.
  • Job escalation of priority and over-due tasks.
  • Automatic generation of scheduled tasks.
  • Search options to quickly find schedules.
  • Material Planning for scheduled tasks.
  • Automatic service alerts to techs, management and customer contacts.
  • Automatic Assignment of the tasks to the tech and time.
  • Dispatch Reporting in Crystal Reports.
  • Reduction in fuel costs through better scheduling and reduced travel time.
  • Add new jobs or edit existing jobs from within the board.
  • Microsoft Map Point integrates with scheduling providing maps and optimized routes for techs.
© 2008 Conative Systems, Inc.
Phone: (951) 694.5333 fax: (951) 694.5335


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