Operations |
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Job Booking
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- Customer search
- Efficient job entry
- Book and allocate on a single screen
- Create quotes
- Turn quotes into jobs
- Define job hazards
- Nominate payment options
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Allocation
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- Allocate directly to technicians
- SMART allocation using skills, region and customer profile to rank technicians
- Create job queues
- Manage rostered hours and unavailable periods
- Status update from the field
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Customer management
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- Customer profiling including sites, service schedules, operating hours, contacts and territory
- Customer job history
- Customer benchmarking
- Customer notes and site work instructions
- Customer grouping and account management
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Safety
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- Job safety audits
- Job hazards
- Skill matching by job
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Financial
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- Flexible pricing engine
- Flexible costing engine
- Invoice creation
- Reverse invoice creation
- Utilisation management
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Field |
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Job schedule
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- Job diary
- Manage job timings
- Update job status
- Job details
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Job process
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- Add parts and services to a job
- Undertake job safety audits
- RFID equipment scanning
- Invoice job
- Collect payments
- Photo issue noting
- Site history availability
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Stock management
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- Maintain van stock
- Stocktakes
- Stock requesting and provisioning
- Query for stock availability
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Money management
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- Collect payments
- Manage banking
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Administration |
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Customer
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- Maintain customer details
- Customer site schedules
- Manage routine customer maintenance
- Manage contracts
- Manage site skill requirements
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Territory
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- Maintain territory details
- Assign postcodes to territories
- Manage territory plans
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Resources
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- Maintain resource details
- Manage resource skills
- Manage rosters
- Maintain resource groups and roles
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Pricing
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- Manage pricing rules
- Define sophisticated discount structures
- Setup surcharges
- Price change audit
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Costs
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- Manage cost rules
- Define sophisticated cost structures
- Setup cost levy's
- Cost change audit
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Management |
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Reporting
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- Access reports via powerful reporting portal.
- Report delivery as a pdf or data extracts for manipulation in third party applications such as Excel.
- Add specific tailored reports
- Schedule report delivery.
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Alerting
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- Manage system alerts to allow for notification of key operational conditions.
- Escalation of defined events.
- Manage alerts raised to ensure closure.
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