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Jobs
- Create templates, quotations, jobs, and projects.
- Process Invoices, Credit Notes, and Cost Only Entries
- Create unlimited user-defined custom fields, and check-lists.
- Create Maintenance Jobs (standard, conditional, and recurring).
- Notations include graphics, file attachments, and follow-ups.
- Issue, receipt and requisition Inventory (Materials).
- Allocate labor, subcontractors, overheads, and equipment to jobs (includes base, employee, model and site rates).
- Maintain and track work-in-progress (includes many recognition options). Identify profitability at a glance,compare budget variance against actual, identify percentage complete, and determine outstanding revenue
- Includes multi-currency accounting.
- Fully integrated to ACCPAC General Ledger, Accounts Receivable, Accounts Payable, Inventory Control, Purchase Orders, Serialized Inventory, eTransact (web store), CRM, and includes internet and mobile solutions.
Employees
- Labor tracking and job planning.
- Schedule jobs and employees with drag and drop tools.
- View workloads, plan ahead, allocate resources, record actual times, manage conflicts, and reschedule employees / jobs.
- Track resource utilization, profitability, non-billable time, unallocated time, commissions, and view statistics.
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Equipment
- Tracking of serialized inventory and equipment (includes equipment transfers, rentals, and returns).
- View history for customers, models and equipment.
- Ascertain life-cycle financial profitability for equipment.
Agreements
- Full Agreement functionality, including service level, warranty, rental, and meter based agreements, with definable response prioritization, profitability and more....
Return Authorizations
- Return Authorization sub-system with supplier and customer returns including warranty tracking, fault analysis, shipment tracking, and exchange/rotation tracking.
Faults
- A fault analysis function contains a knowledge-base of symptoms, faults and solutions. This assists in the diagnosis and resolution of problems and records information in a knowledge base for future reference.
Query Tools
- Empower your organization with tools to easily report history and activity for customers and equipment.
- Print job cards, equipment labels, picking slips, invoices, credit notes, quotations, and contracts can be customized to suit.
- Over 100 reports and forms to choose from. Reporting tools such as Crystal Reports may be used to create new reports and edit existing reports.
- And much more...
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