- call entry, scheduling, dispatching, parts/labor entry, and billing
- intuitive, streamlined screens that provide the true ability to enter or update work orders as a call
comes in without awkward delays in conversations with your customers
- work order templates for faster entry of similar content work orders
- support of multiple work dispatches (on-site service calls) and/or multiple pieces of equipment per
work order provides flexible and independent detail tracking of individual dispatches, including various
date/times stamps and parts/labor used
- billing utilizes TRAVERSE invoicing formats and includes journal and posting functions very similar
to TRAVERSE Accounts Receivable. Work order invoices are separate from standard Accounts Receivable
invoices on journals or postings
- a single work dispatch can be billed individually, or multiple dispatches can be combined onto a
single billing
- three modes of easy-to-use scheduling and the flexibility to choose the appropriate method on a
dispatch by dispatch basis: “Direct”, “Suggest”, or “Scheduling Assistant”
- view scheduled work orders in a calendar format, with drilldown to details
- web-based mapping integration for instant single-button access to street maps of customer sites
- integration to TRAVERSE Inventory module
- predefined codes for quick standardized entry of labor
- detailed customer equipment tracking with automatic warranty flagging on work orders
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- cost tracking allows for automatic totaling of parts and labor costs against a work order
- customer contract tracking with the ability to assign work orders to a contract
- reprint work orders and invoices from history
- full integration to TRAVERSE Accounts Receivable, General Ledger and Inventory
Service Director Reports:
Work Order Report
Work Order History Report
Scheduled Dispatch Report
Unscheduled Dispatch Report
Profitability Report
Productivity Report
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