Task Management Contact Management
Site Management
Get the ability to manage your internal, customer and vendor sites including creating hierarchal organizational structures. Mapping tools allow for geo-coding of sites in order to enable efficient routing and reporting.
Site Information
- Sites allow you to record pertinent information about a customer site such as name, location, business hours, holidays, etc
- Classification of sites fall into three categories: Internal, Customer, and Vendor
- Location information allows for the storage of physical, billing, and shipping addresses
- Addresses are geo-coded to enable mapping functions and location based resource assignment
Site Hierarchy
- Flexible site hierarchy allows you to model complex internal or customer organizations based on levels such as Business Unit, Region, District, Office, and Individual sites
- System administrators can restrict access to data based on organizational level
Site Assets
- Site assets represent the installed equipment or services at a customer site. These are typically the products you service
- Information such as the product, serial number, asset tag, installed date, etc are visible on a site asset
- Service history can be viewed by individual site asset or based on product attributes (i.e. family, line, customer, geography, etc)
- Installs, De-Installs, and Exchanges are easily transacted and stored as part of the asset history
- Complex site installations can be represented through site asset hierarchy
Alerts
- Site alerts provide a way to notify users of important time sensitive information about a site while transacting sites, cases, work orders, etc
- Alerts can have starting and ending dates and can be marked as urgent
Preferences
- Site preferences enable you to set up preferred, primary, and non preferred technicians for a given site
- Insures that knowledgable technicians are preferred during resource scheduling
- Preferences may also be applied to site assets
Billing Information
- Billing information can easily be viewed on the site
- Billing includes case billing, time and materials billing, parts billing, and contract annuity billing
Sample Site Screen
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