Equipment can be selected on a Work Order to track work being performed on equipment.
Many data elements supported, including manufacturer, model, serial, location, service area, install/warranty dates.
Custom Types and Subtypes can be defined to classify equipment.
Equipment Warnings can be created. Warnings will show up on Work Order info screens and quick reports.
Warnings can be disabled by ending date or status.
Custom Measurements can be defined for an Equipment Type or a specific piece of equipment.
Custom Measurements can be recorded on the Work Order when the equipment is selected.
Measurement Types can be defined to enforce label and data entry validation (such as Deg F is required to be a number).
Equipment Follow Up Management
Additional work that is beyond the scope of a work order can be added as a Follow Up Requirement. These can be problems or issues that a technician discovers at a customer site.
Follow Up Requirements are attached to a specific piece of equipment at a customer site.
Follow Up Priority can be used to
specify urgency of resolution.
Detailed information can be tracked for follow up, such as status, product/labor research, internal comments, estimated hours, quoted price.
Estimated hours, price, and products (if used) can be copied from an existing Work Order Action code to speed completion of quote.
A email bid can be created and sent to the customer for one or more follow up items as a quote or proposition.
Email content can be completely customized with an on-screen Word-like editor which supports fonts, colors, tables, etc. Content from Microsoft Word can be pasted into the email bid.
Follow Up Equipment & Work Order data can be turned on or off in the email message (such as equipment name, manufacturer, serial, location, quoted price) to only allow specific information to reach your customer.
Custom email templates can be created to speed the process of creating an email. Special Macro fields can be defined in the template to merge in required information (such as customer name, address, etc.)
Responses from a customer for a follow up requirement can be entered and tracked. Responses are categorized as Approval, Rejection, or Done by Others.
Follow Up that is placed into a Done by Others status indicates that it was completed by the customer or an outside contractor.
Items done by others will show up as a warning on the Work Order info screen for the duration of your warranty period. This allows you deniability for problems that occur from this work and which should be handled by the responsible party.
Follow Up can be suspended for future dates.
Follow Up that is approved by the customer can be placed as an item on a new or existing work order for completion.
A Follow Up Summary email can be created a sent to list all the follow up requirements for a specific customer site.
Follow Up Summary emails can be batch sent for customer sites with a default email template.
Preventive Maintenance Management
Advanced preventive maintenance contracts can be created and tracked for a specific customer.
Multiple levels of maintenance
(PM Levels) can be defined for a
PM Contract.
Each PM Level can optionally specify a second "Child" Work Order.
Work Order Type and Action Codes can be specified for both the Main and Child work orders.
Multiple schedules can be created for a PM Contract.
A PM Schedule defines the months for which a PM is required and specifies the PM Level that is used when creating the Work Order.
Each Customer Site for a Customer can be added to one or more PM Schedules.
Global PM Levels can be overridden and modified at the Customer Site level.
Equipment for which the PM relates to is selected for the customer site.
Work Orders can be batch created for all PM Contracts for a specific month.
System Warnings
The system constantly checks for overdue or alert situations and shows these with a "Warnings" link on the top panel. Equipment / PM Management provides the following warnings:
Follow Up Past Due - shows follow up requirements that are past due for a bid (based on priority setting).
Follow Up Not Validated - show follow up requirements that do not have validated description (used to ensure description is okay to be sent to customer).
Follow Up Suspended Due - show follow up that are past the suspended date and are now due again.
Follow Up Bids Past Due - shows follow up bids that are past your response threshold and have not been responded by the customer.
Follow Up Approved - shows follow up that have been approved but not yet added to a work order for completion.
Enhancements with Inventory/Purchasing Module
Equipment can be linked to an Inventory product.
Additional Products can be added to a piece of equipment to specify components (such as a specific motor, filter, or refrigerant).
These additional products can be optionally defined as PM products.
PM Product quantities can be added to the equipment (for either a Main or Child work order) and are specified as required products when the PM work order is created.
