The Service and Installation Modules track your service calls and installation orders, system moves or changes, inventory, equipment and product orders, and technicians. They also track sale prices, allowing you to instantly quote accurate prices to customers and sales leads, which are critical requirements to manage your services and customer relationships.

The Service Calls Module tracks service calls pending or in progress.The Closed Service Module tracks service calls that have been completed.The Install Orders and Closed Orders Modules function the same as the Service Calls and Closed Service Modules.

Services  Provides two unlimited text fields for the entry and editing of services requested by and provided to your customer.

Labor  Assign technicians to work on your service calls. Enter estimated and actual hours, and edit labor and travel rates on-the-fly.

Materials  Enter, view and track customer-specific system information. Track installations, maintenance and warranty contracts, and system sales information.

Charges  View a summary of the default rates as they appear in the customer record.

Customer  View general customer and account data such as credit limits and account aging.  Edit and print driving directions.

Equipment  View or edit equipment at your customer’s site.  Select items from an inventory list or enter as new items.  Edit or add to posted records—invoices are automatically updated.  Print or preview a Customer Equipment List.  View system data including installation and warranty information.

Trunks  View and edit telephone line data.

History  View a complete history of closed service calls.

• Instantly access any customer record.
• Print service tickets and invoices, both of which can be customized to include your company logo.
• Use autotext entries for common services.
• Technician scheduling and tracking with Dispatch Control Utility.
• COD and PO flags and controls.
• Automate notifications with the Message Center.
• Email capability on all orders.

SMP™ automatically performs many automated functions when service calls are completed:

• Updates account information
• Invoices accounts receivable
• Updates customer history
• Updates service calls history
• Updates sales journal
• Updates technician’s history
• Updates inventory

Install Orders

Projects

Scheduled Service