Work Orders & Service Calls
- Schedule Work Orders by trade, service tech, or customer
- Track materials, labor and sub-contractors
- Manage travel and other out-of-pocket expenses for each service call
- Link Work Orders with PO's, Pick Tickets and Service Tech calendars
Quotes & Job Estimates
- Prepare quotes for labor, materials and out-of-pocket expense details
- Turn quotes into Work Orders with one click
- Create Estimate/Quote templates with preset labor and materials requirements for improved efficiency
Inventory Parts & Sub-Assemblies
- Manage the entire inventory life cycle from Raw Material to Sub-Assembly to Finished Good
- Track multiple price points for every part
- Keep track of serialized inventory, part variations and alternate SKU's
Calendar Tracking
- View Work Orders by day, week, or month
- Create a separate calendar for every service tech and machine
- Schedule Work Orders based on resource availability to minimize reschedules and service delivery delays
Customer Tracking
- Keep track of corporate and individual customers
- Maintain customer history for work orders, invoices and payments
Service Invoices
- Go from Quote to Work Order to Invoice with a few easy clicks and no duplicate data entry
- Bill services from the home office or in the field
- Create invoices for individual Work Orders or charge a customer account
CRM Activities
- Track every incoming call, email and document
- Turn incoming calls into scheduled work orders with a single click of the mouse
Purchase Order
- Cut Purchase Orders individually or in batch to maintain stock levels
- Assign purchased goods to specific work orders, customers , jobs or projects
- Move inventory across unlimited inventory storage locations and service vehicles
Bill & Invoice Pay
- Keep track of customer invoice payments
- Process bulk payments against account
- Manage vendor bill payment disbursements
Logstics
- Create Pick Tickets based on work order and service delivery requirements
- Link Work Orders and Purchase Orders to ensure that incoming inventory is properly allocated
- Create Packing Slips for individual work orders or for multiple service calls per route
Time Tracking
- Keep track of employee time cards by service tech and Work Order
- Summarize multiple Work Orders per tech, per team or per day or per customer
- Track a single Work Order against multiple service techs and/or time cards
- Integrate with Ninox Payroll by Nioxus
Document Mgt
- File documents by Cabinet, Drawer and Folder
- Email documents and packets to individuals or groups
Auto Workflow
- Auto-route documents for approval
- Track workflow progress