Overview
Encouraging service uses to make use of a wider range of the features that are available listed below.
Links to the features we are currently focusing on are shown below.
Orders and Quotes
Service quotes now copy the full range of details to service orders
Service Orders/Quotes now support non-stock manual costing methods
Sales Orders/Quotes now support non-stock manual costing methods
You can now copy a Sales Quote to a Service Quote
You can now copy Service Quote to a Sales Quote
Sales orders and service orders can now be linked to each other
There is now an API that allows you to modify service orders
Machines
MachineIdNumeric is a read only field on machines that allows you to sort machines in numerical order
Add a button to Add a Contract to a Machine. Refer to the Common Buttons Section
Machine Average meter monthly count
Staff Schedule
Set up/Creating/tracking a staff schedule for a service call for a technician
Navigating from Service Orders to the Schedule and back to the service order
Create a new staff schedule for service order call, once the first service order call is finalised if a further service call is created for that service order for a technician.
When changing or moving the tech, date and/or time on the staff schedule for service order call, update the service call
Staff Schedule report to reflect the date and time of the staff schedule if it has been customised
Staff Schedule
Toner tracking and Toner Pools