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Service Management helps you to communicate more effectively with customers by giving you quick, ready access to vital service information. Optional add-on modules further improve your operation by putting you in complete control of field purchasing service agreements and warranties, as well as preventive maintenance. What's more, a smooth interface with Sage Timberline Accounting's Accounts Payable, Accounts Receivable and General Ledger applications streamline accounting by eliminating duplicate processes, as AP vendor information, invoices, purchase orders, and other financial details are entered only once into the system.
Service managements easy to navigate dispatch board puts dispatchers in complete command of the work order process. Each work order is represented on the board via an ECard that summarises the reason for the service call, the location of the call, and the appropriate contact person. Dispatchers can instantly determine the status of a call, which technician is assigned to it, and the other projects the technician is working on. Onscreen colour-coding lets dispatchers easily determine the urgency of each call. If necessary, dispatchers can re-prioritize work orders, or re-assign a technician by simply dragging and dropping ECards from one place to another on the dispatch board. Dispatchers can also drill down on ECards in order to access work order history, equipment availability, accounts receivable balances, account history, job status, sales lead information, notes and more.
So that you can see exactly how your service operation is functioning, Service Management contains more than 80 reports, including Technician Productivity, Profitability by Job, Customer Equipment Analysis, Gross Profit by Work Order, Gross Profit by Technician, Gross Profit by Customer, Estimate vs. Actual Costs and more. You can also use Crystal Reports to create your own reports, or modify existing ones (Crystal Reports must be purchased separately). 
Following is a detailed list of features Service Management offers your company that will help you provide service more efficiently and profitably.

Dispatching

• Displays as many as 480 service calls and 50 technicians at one time on an easy to use dispatch board.
• Immediately determine status of a service call with at-a-glance colour coding on dispatch board.
• Instantly retrieve a customer's service history, geographic location and accounts receivable information.
• Look up parts by item code, UPC code, category or description.
• Place customers on credit hold.
• Easily re-prioritise work orders by dragging and dropping ECards from one place to another on the dispatch board.
• Drill down to retrieve additional information about specific service calls with Tool Tips and right mouse clicks.
• Attach technician, customer and equipment notes to work orders.
• Change view options on dispatch board.
• Pull up list of installed equipment (such as model number, service history, or warranty length).
• Check details of customers warranty and service agreement coverage.
• search for existing work orders.
• Automatically carry over unfinished work orders to next day.
• Tell customers exactly when technicians were dispatch with ECard stamping.
• Use ECard time stamps to create an audit trail of actual  hours worked and cross-check them against technicians time cards.
• Map out each technician schedule for up to four weeks.
• Quickly and easily call up technician records, status, pager number and more.
• Track skills by technician.

Billing

• Automate pricing with small job fixed-rate pricing, flat rate pricing or mark-up/discount.
• Set up unlimited rate tables for labour, materials, equipment and other costs.
• Establish special discounts for each customer.
• Customise call types with their own labour rates.
• Price travel by trip charges or miles.
• Automatically price parts based on item or mark-up file.
• Add miscellaneous charges.

Additional features

• Track fleet costs and maintenance.
• Take advantage of online printable help.
• Simplify workflow with wizards that walk you step by step through each process.
• Tailor screens with proportional fonts that allow for more words in less space.
• Further customise screens with software's shrink and expand capabilities.

Optional modules

Make Service Management an even more comprehensive tool with these optional add-on modules.

Service Purchasing

• Ensure accuracy by matching vendor invoices to purchase order.
• Automatically update inventory part costs.
• Assign purchase order number to the system automatically or manually.
• Attach purchase orders to fixed price jobs in order to track costs.
• Easily credit purchase orders for core returns and RMA's
• Automatically attach purchase orders to work orders and invoices.

Inventory Control

• Automatically update inventory at time of invoicing.
• Track minimum and maximum inventory level.
• Perform accurate physical counts.
• Look up AKA part numbers with single mouse click.
• Easily track serialised parts.
• Automatically generate customer equipment from invoicing.
• Track truck inventory and create stocking lists for each truck.
• Generate detailed inventory transactions (for example, Produce a re-stocking list of parts used per truck).
• Import information from Trade Service to create standard part and flat pricing lists.
• Perform and maintain accurate perceptual inventory.

Service Agreements/Preventative Maintenance

• Track service agreement start, end and expiration dates.
• Display preventative maintenance schedule for next 12 months by technician on easy-to-read preventative maintenance board.
• Program system to prompt you when service agreements are due for renewal.
• Take advantage of easy renewal process.
• Account for additional revenue due to service agreement calls.
• Assign sales and costs to individual customer equipment.
• Override labour rates by warranties or service agreements.
• Perform multiple or periodic billing.
• Price service by total agreement, by piece of equipment, or at time of billing.
• Maximise profitability by amortising service agreements.
• Accurately assess the profitability of each service agreement.
• Schedule recurring maintenance by date range.
• Generate report details parts needed for each job by scrolling through part list and clicking on the appropriate item.
• Create multiple tasks by customer equipment.

Paging

• Transmit work order details instantly to technicians equipped with alphanumeric pagers.
• Increase efficiency and reduce technician travel costs.
• Log each page for historical reporting and tracking purposes.
• Re-notify technicians by automatically sending second page with simple double click.
• Choose from 40 different fields to customise information sent to technician.

Service Management is one of many applications offered by the Accounting Suite, Sage Timberline's fully integrated accounting software system for construction and property management firms. Built for Microsoft Windows XP, and featuring Client/Server SQL database technology, Sage Timberline Accounting gives you the tools to make better decisions, increase productivity, and ultimately, build profits.

For further information, brochures or demonstrations of the Sage Timberline Accounting line of products, feel free to contact us.
Details can be found on the contact page.