Service Management Software for Contractors
Service Manager is a suite of programs that integrate together for seamless scheduling, dispatching, recording and billing your customer's service information.
Planned Maintenance Scheduling (service contracts) is also included with Service Manager.
Service Manager makes you look good. All of your customer's information, both past and present, is at your fingertips.
When a customer calls in, look to see if there are any red flags that stand out, such as "this account is on hold", "outstanding invoices beyond 31 days old" or "the color note" (you choose the color and type the note) that stands out to alert you about their account.
Click on any other information about your customer including: colored notes, year to date sales, installed equipment, past and current billings, payment history, estimates, proposals, change orders, scheduled jobs (with colored status tracking) and more.
You can schedule your jobs "on the fly" (while you have the customer on the phone) or at a later time when things quiet down. Either way, scheduling/dispatching is fast and easy and can be done in 5 steps.
The procedure described below, "on the fly" scheduling is a favorite because it completes the entire process with your customer in about 30 seconds!
Here's how to do it:
Tracking and Recording items on the Service Call
Capturing the time, material, and notes for the service call is accomplished using either the Service Invoice or the Field Sheet.
The Service Invoice is used to write-up all charges for your customer. When you're finished with the job, write the payment amount received on it and give your customer a copy of it for their records. When the payment is recorded in COBRA, (check, cash or credit card), the Service/Work Order will change from an "open job" to a "closed job."
The Field Sheet is a pre-built list of materials/parts you create in COBRA. Much like a grocery list, a Field Sheet "jogs" the workers memory helping them remember every part they used on the job.
The tech simply enters the "quantity used" next to each item on the Field Sheet along with the labor time and job notes. When finished, the sheet is sent or returned to the office.
You can make different Field Sheets to match the different types of work you do. An option to "include prices" will display the prices you charge. See Pricebook and Price Codes for more information.
Service Call - Profit Reporting
How much did we make on this service call? The Profit Preview Report shows a complete audit of all activity including all material, labor and direct costs, charges and profits.
With Profit Preview, you can adjust the overall costs, charges and margins and produce a different amount for your billing. Profit Preview is one of many "permission restricted" features.
Billing the Service Call
You can show as little or as much to your customer by choosing from over 500 different billing formats. See Billing for more information.