About the Employee Web Portal

The Service Manager Employee Web Portal (VMEP) is an optional Service Manager product. This product includes integration with SageCRM for Sage 300 at no additional cost.

The Service Manager Employee Web Portal allows your field engineers or general staff to access your Service Manager database from anywhere in the world from a web browser or within SageCRM. Your staff will be able to view and edit their jobs, create new jobs or quotes, read reports, complete jobs, add notations, view equipment or site history, check warranty, maintain custom fields, search on serial numbers, raise invoices, print quotes, print job cards/work orders, and more.

Using CRM integration it is also possible to enable Workflow procedures, manage and then convert Opportunities to Quotes updating Sales Pipelines, convert Cases to Jobs, and expose important company-wide information to all employees.

About this Guide

This guide explains how to use the Service Manager Employee Web Portal. This guide is written for the current version of VMEP, which is Release 2024.

For information on how to install the Service Manager Employee Web Portal, refer to the Employee Web Portal Installation Guide.

Functionality and concepts are similar to those in the Service Manager Desktop product and are explained in detail in the Service Manager User Guide.

Further Information

If you are an End User and would like more information about this product, please contact your Sage 300 Solution Provider.

If you are a Business Partner and would like more information about this product, please contact Technisoft at technisoft@technisoft.com.