SERVICE & HELPDESK MANAGEMENT
Resource & Summary scheduling
9
Skills and Service Area matching
9
Standard and summary engineer and resource scheduling
9
Worksheet recording and billing
Time, Expense, Parts,
Consumables, Requisition
Convert sales opportunities to installation projects with phase creation
9
Phase templates
9
Attach related documents and e-mails to a contract
9
Batch-post invoices for chargeable items and time to Invoicing/SOP
9
Equipment models and components for fast Equipment Register entries
9
Process stock issues and returns from worksheet entries
9
Flexible billing periods and contract renewals
9
Fault Code analysis
9
Contract Renewal and Warranty Expiry reporting
9
Batch generate Preventative Maintenance calls
9
Integration with PDAs, TomTom Business Solutions and web forms
9
Call stages
Raised, Allocated, Planned,
Travelling, Working, Complete
Call types including default job types
Helpdesk, Preventative Maintenance,
Installation and Change Requests
SLA monitoring
9
Knowledgebase facility
9
Integration with Costing, SOP and Stock Control
9
Global contract price update
9
Global billing periods creation
9
Batch equipment Preventative Maintenance calls generation
9
Import equipment record from SOP
9
E-mail, mail merge, quick letter creation
9
Contract discounts
9
Contract balances
Hours, calls, PO value
Contract billing
9
User-defined fields
9
Service kits
9
Contact Viewer
9
Various call sheet reports
9
Drilldown
9
2012
Pegasus Software, an Infor
TM
company
Orion House, Orion Way, Kettering NN15 6PE
T
: 01536 495000
F
: 01536 495001
E
:
