Sage 300 Maintenance
Management Software
If your company services or maintains equipment – either as an owner (in-house), manufacturer or service agent – then your productivity and profitability can stand to benefit from our Maintenance Management Software solution.
Our flagship product is Service Manager, which fully integrates into Sage 300 so you can better take control of your team and equipment all from within your accounting software. With the scalability and customisation of add-ons you’ll have comprehensive reporting and thorough infrastructure management all within a stable environment
Technisoft Service Manager integrates seamlessly into Sage 300 as a maintenance management software solution to improve:
- Job costing, preventative maintenance
- Field service, and general equipment servicing
- Equipment transfers, warranty, rental, serial and lot tracking
- Standard and WIP accounting including Profit analysis
- General, recurring and consolidated invoicing
- Issue parts, services, travel, and contractor services
- Time entry, labor tracking, resource utilization
- Billable/Non-billable time
- Task and activity checklists
The optional Advanced Maintenance Add-On module ideal for large facility management applications such as in hospitals, hotels, refineries, mining sites and vehicle fleet management. This module supports:
- Scheduled or meter based maintenance plans
- Predictive maintenance
- Parts and labour requirements forecasts
- Budget vs. Actual profit analysis
- Model & site maintenance templates
- Task and activity templates
- Cross level dependency
- Agreements/Contracts
The Field Portal Add-on enables online & offline mobile capabilities for your field engineers and remote staff. With secure authenticated access via any current Apple, Android, or Windows smartphone or tablet device your team will be able to access and manage:
- Job details, status, priority, notations.
- Upload/download files, photos.
- Manage equipment, parts, labor, travel, PO Reqs
- Maps, routes and auto phone dial functions.
- Record labor and travel time.
- Print invoices, sign-off signatures.
The Advanced Scheduling Add-on is a powerful scheduling tool using simple to operate, calendar based mission control:
- 3 pivot views - Calender, Job List and Timeline.
- Fully integrated to back-end accounting and job system.
- Live integration with field technicians.
- Monitor onsite time recording.
- Updating mobile phones or tablets is as simple as drawing an appointment.
- Maps, routing, alerts, email and sync to Outlook.
- Colour appointments by status, priority, zone, job type, service centre, customer
Give your employee’s the ability to be self-sufficient both onsite and offsite with access to jobs and quotes via the Internet.
- Management and Sales Force views.
- Update equipment, parts, labor, PO Reqs., travel, notes, tasks, faults, history.
- Sign-off signatures.
- Profit analysis.
- Access full equipment details.
- Print invoices, credits, work orders, quotes.
- Upload/Download files, photos.
- Full Service Level Agreement support.
- Configurable security authentication and permission levels.
Raise your level of customer service and provide effeciency and customer self-service with the Customer Portal Add-on. With a configurable 3 tier security – Admin, General, View only - your customers can:
- Log job or quote requests.
- Access to job or quote progress.
- View maintenance, task and activity schedules.
- Review equipment history, warranty and life cycle cost.
- Access Service Level Agreement/Contract information.
- Streamline communication with online chat functions.
Managing your team and stock in one location can be hard enough let alone multiple locations which is hy our Service Centers Add-on supports your organisation management of:
- Geographic work centres or divisions.
- GL account segment override.
- Specification of stock location defaults.
- Separate numbering for all document types - projects, jobs, quotes, templates,
- Center specific agreements, invoices, credits and return authorizations.
- Locking an employee to a Service Centre.
Define your user access rights and give your team the ability to easily create great looking professional user interfaces for your Crystal Reports with the Report Manager Add-on.
- Supports any Sage 300 program module.
- Create finders, pull down boxes, date pickers, check boxes, text edit,
- system variables - replace restrictive parameters.
- Schedule, email and manage all Crystal Reports from a central location.
- Create report groups - Service, End of Month, Profit, Balance Sheet, Orders,