|
I want to include the cost of time spent by
my technician in servicing a piece of equipment
in my accounting system
Everest allows a service item to be set up as
a non-inventoried item, and computes the cost
of time your technician spends on services for
a customer. For instance, you can create a service
item called "Technician's time", enabling
you to capture and invoice the cost you had
incurred on the technician or contractor assigned
to the job. Everest will take this into account
while computing the total amount due from the
customer. Or, if the charges for a service job
are a mark-up on how much you pay the contractor
assigned to the job, you can opt to change the
item type to service on the invoice and select
cost as a percent of the selling price.
I would like to
assign tasks to my technicians and set deadlines
for their completion as soon I receive a service
order
When you receive a service order, you can create
and assign tasks to your technicians as soon
as you create an order in Everest. You can make
notes pertaining to each task and set a deadline
for its completion. Everest can also remind
you and the technician on the completion dates
and allows you to monitor status and progress
of the tasks related to a particular order.
I would like to
clearly segregate the types of service orders
I receive
Everest offers the facility of grouping the
service orders you receive for easy reference
using various document aliases. For instance,
you can distinguish a service order from a sales
order by creating an alias called Service Order,
and if you want to further distinguish between
the various service orders you receive, you
can easily do so by creating more aliases -
for instance, Repair Orders, Maintenance Orders,
etc. This way, all service orders can be more
easily tracked and retrieved. For instance,
your accountant might want to track sales invoices
generated by your training department. He/she
can easily do so by creating an alias called
"Training Invoice" and grouping all
relevant invoices under this head. This facility
is of great help to business owners for monitoring
the performance of various departments, including
service.
I would like to
keep better track of items received for service
or repairs within my business management software
Everest enables easy creating of service orders
for products received for servicing. When the
work is completed, you can bill the customer
by quickly converting the service order into
an invoice. Everest also eliminates creation
of various documents involved in the processing
of service orders -- from the time the item
has been received to creation of an invoice.
Besides, if the item has a serial number, the
serial number history will tell you --in case
the order has been completed -- that the item
has been returned to the customer together with
the service order. You can track items you have
sent out for repair using the same method.
I would like
to track time spent by my technical support
staff on calls to customers
Everest is designed to handle technical support
calls with ease. When a customer representative
takes a call, he/she records the customer's
problem and then assigns it to a technician
through Everest's Contact Manager capability.
The notes attached to the service order enable
the technician to readily grasp the issue and
when he/she speaks to the customer, notes of
the conversation can be entered and the timer
turned on to record the time spent on the incident
and the tracking software will charge the customer
accordingly.
|