There are a number of optional add-on modules for the Service Manager desktop application. Detailed information about these modules is included in this User Guide.
There are also several other add-on products for Service Manager that are Web or mobile device based. Links are provided to the online Service Manager User Guide with detailed information about installing and using each of these products.
Web based applications |
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The Service Manager Customer Web Portal allows your customers to access and transact with your business online using a web browser. This speeds up response times providing better customer satisfaction and as an added benefit, business overheads and costs are reduced as less time is spent on telephones logging information or answering questions. Customers can log new job requests, view the status of existing jobs, check their site and equipment details including billing history, purchase details, total cost of ownership, agreement/contract information, preventative maintenance schedules, and job related tasks and activities. Equipment, model and site searches are also readily available. |
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The Service Manager Employee Web Portal allows “your” employees to access your accounting and management systems online using a web browser. This saves time, is convenient, and in some situations reduces the cost of expensive licensing fees. Most importantly, access to your data can be from anywhere in the world, day or night. Engineers/technicians, as well as general staff can log in to view their existing jobs. Those jobs can then be modified by adding labor and parts, notations, equipment and other details. Create new jobs online and assign Resources to those jobs. Quotes can also be created and a quote can then be promoted to a job if approved. |
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Mobile field applications (Smart Phone/Notebook) |
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Field Portal is an internet browser application focused on delivering the Time Entry features of Service Manager to a portable device. It is designed for current generation Smart Phones. EG. Phones released in 2011 or later (not iPhone 3G) |
Also, check out our exciting reporting product - Technisoft Report Manager. Manage and print custom Sage 300 Crystal reports from a central point; set up user-friendly report interfaces and much, much more...
If you are an End User and would like more information about any of these products, please contact your Sage 300 Solution Provider.
If you are a Business Partner and would like more information about any of these products, please contact Technisoft at technisoft@technisoft.com.au.