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Specialty and Service Management

Connect Field & Office

    Track. Streamline. Respond Quickly.

    Service call management, field technician scheduling, and office management all need to be on the same page with your customer. You need tools that can bridge that gap, to help you track and streamline your response to service needs. You should be able to see the status of any service call including the time the call is scheduled, the type of service to be performed, and the technician assigned to perform the service.

    Service Management

    For Sage 300 Construction and Real Estate

    Optional for an installed Sage 300 CRE system, Service Management simplifies service call dispatching, field technician management,and billing. You’re able to see the status of any service call including the time the call is scheduled, the type of service to be performed, and the technician assigned to perform the work order.

    Service Receivables

    For Sage 100 CON

    Sage 100 Contractor is required to purchase Service Receivables, which includes service dispatch, service contract, service route, on-call work orders, quotes, point of sale and billing of service work and materials.

    NO COST. NO OBLIGATION. NO PRESSURE.
    You tell us what you NEED, and we’ll show you a software solution that will help you DO it. NO BIG DEAL, right? Just CLICK

    MOBILE Service Ops in the Field

    Sage Service Operations (SSO)

    Sage Service Operations bridges the gap between the field and office staff by bringing Service Management to the field. Core functionality provides Work Order (WO) processing, service site history, sales opportunity creation, and mobile Purchase Order (PO) creation. SSO works with BOTH Sage 100 CON and Sage 300 CRE!

    With Sage Service Operations, managers and technicians have access to real-time information anytime, anywhere. Increase the efficiency of your service operations with the ability to track critical items in the field including assignments, work orders, quotes, preventative maintenance, purchase orders, customer equipment, site history, refrigerant, notes, and time worked.

    Sage Service Operations has been designed to support most mobile platforms, including the Android and iOS. Provide your customers with accurate, real-time information on service requests, history, equipment and more.

    To learn more about SSO, click here.

     


    Sage Service Receivables for Sage 100 Contractor

    In Sage 100, the Service Receivables module is integrated with accounting and operations applications, so you’re able to avoid the extra work and mistakes that can occur when maintaining different systems for service management, accounting, estimating, purchasing, and inventory. And, with Sage Service Operations, your technicians will have instant access to needed information in the field, allowing them to complete work orders more quickly and on the first visit—all while providing excellent customer service.

    Sage Service Management for Sage 300 CRE

    Service Management simplifies service call dispatching, field technician management, and billing. View the status of any service call including the time the call is scheduled, the type of service to be performed, and the technician assigned to perform the service.

    The dispatch board can display up to 450 service calls and 48 technicians at once! You can also perform technicians’ skill set from the dispatch board. Increase efficiencies by attaching technician, customer, and equipment notes to work orders. Enter info on vendors, invoices, POs and financials ONE TIME only, eliminating redundancies and errors. Download more info here Sage-300-Construction-and-Real-Estate-Service-Management.

     


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