 | call entry, scheduling, dispatching, parts/labor entry, and billing |
| intuitive, streamlined screens that provide the true ability to enter or
update work orders as a call comes in without awkward delays in conversations
with your customers |
| work order templates for faster entry of similar content work orders |
| support of multiple work dispatches (on-site service calls) and/or
multiple pieces of equipment per work order provides flexible and independent
detail tracking of individual dispatches, including various date/time stamps
and parts/labor used |
| billing utilizes TRAVERSE invoicing formats and includes journal and
posting functions very similar to TRAVERSE Accounts Receivable. Work order
invoices are separate from standard Accounts Receivable invoices on journals
or postings |
| a single work dispatch can be billed individually, or multiple dispatches
can be combined onto a single billing |
| three modes of easy-to-use scheduling and the flexibility to choose the
appropriate method on a dispatch by dispatch basis:
Direct: enter a date, time & tech for system approval
Suggest: the system automatically generates the first available date
and time based on work order criteria
Scheduling Assistant: a very powerful tool that provides an interactive
way to quickly find open time slots for any technician or a specific
technician |
| view scheduled work orders in a calendar format, with drilldown to details
|
| web-based mapping integration for instant single-button access to street
maps of customer sites |
| integration to TRAVERSE Inventory module |
| Labor Master File for quick standardized entry of labor |
| detailed customer equipment tracking with automatic warranty flagging on
work orders |
| cost tracking allows for automatic totaling of parts and labor costs
against a work order |
| customer contract tracking with the ability to assign work orders to a
contract |
| sophisticated full detail history tracking lets you quickly find a closed
work order and then drill down to work order details; the detail view mode is
a replica of the work order entry and management screens |
| reprint work orders and invoices from history |
| full integration to TRAVERSE Accounts Receivable, Bank Reconciliation,
General Ledger and Inventory |
