Service Bridge – offers a
seamless data bridge with Best Software Inc.'s Business Works for Windows
accounting software and also interfaces with QuickBooks. It is
dispatch-orient and designed for the service industry, tracking schedules
and dispatches, and keeping a dispatch history. Attributes include
Customer/Contact, Service Equipment, Inventory & Control, Service
Incident, Schedule & Dispatch, Service Plans/Warranty, Quote & Invoice,
Report Creation, Add-on Modules, and PowerPoint Presentation
Maintain customer and prospect data, locations, contacts, equipment,
service plans, and prior service activity to maximize and deliver value,
quickly and fully.
Service Equipment Management
Maintain information on mileage, fluid changes, tune-ups, and other
services and keep equipment operating at optimal performance levels.
Inventory Management and Control
Maintain inventory in multiple locations by standard or serialized part
numbers, ensuring appropriate parts for job completion and maximum
Service Incident Order Entry
Track service requests from time of call through service completion,
recording pertinent information regarding reason for call, type of
equipment, diagnostic notes, service and repair remarks, and parts and
Service Technician Schedule and Dispatch
Schedule requests, prioritize jobs, and revise service schedules to
provide unparalleled customer service, while maximizing efficiency and
Service Plans/Warranty Management
Create multiple service plans and warranty agreements, enhancing customer
relations and revenues. Pro-actively contact customers to schedule service
plans and effectively track usage against plan depletion.
Quote and Invoice Administration
Prepare descriptive and comprehensive quotes and invoices, applying
special, contract, or standard pricing. Monitor payments and offer special
billing services such as individual or departmental invoices.
Report Creation and Management
Generate standard summary reports or add a database writing program
Crystal Report Pro for custom reports to effectively identify cost drivers
and profitably manage business.
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