Showcasing Service Manager and Project and Job Costing

Presented By: Jenny Garbuzova

Agenda• Introducing Service Manager• Sage 300 Project and Job Costing

Service Manager by Technisoft

• Professional Service, Maintenance and Job Cost solutions

• Seamless integration with Sage Accpac ERP

• Simplicity and speed of use

• Comprehensive range of features

• Web and Mobile support

If your day-to-day activities include:

General Ledger

Purchase Orders Accounts Payable

Accounts ReceivableInventory Control

Service Manager

Order EntrySerialized Inventory

Pacific Workflow SageCRM

Integration to Sage 300 ERP

Major Functions Include

Jobs Equipment Agreements

Return

AuthorizationsFaults Query Tools Online

Solutions

Employees

Jobs

Jobs

- Job TypesCurrent jobs (sales can be invoiced)

Recurring jobs

Historic jobs

- Job status and priority levels

- Multi-Level Structure (includes Projects)

- Provides complete financial informationEstimate, Actual and Variance

Work in progress

Job Features

- Notations

- Custom Fields

- Monitoring

- Event Manager

Job Features• Jobs can be easily created from

– Quotations– Templates– Other jobs

• Transactions include– Labor allocation– Inventory/Parts– Purchase Requisitions– Sub-Contractors– Standard Charges– Burden and Overhead

allocation

Job Tree – Document Entry

Job – Time Entry

Reports

Print various forms and reports- Job Cards- Picking Slips- Invoices and Credit Notes- Quotations and Customer Confirmations- Job detail reports- User Defined

Employees

Track Employees & Related Information

Employees- Cost and billing rates- Skills- Linked to work group(s)- Commissions tracking- Work history retained- Performance reporting- Billable and non billable time

EmployeesTime processing

Time recorder

Timesheet Matrix

Remote processing

Time Manager

Resource viewer

Equipment

EquipmentTrack Equipment & related information

Models: by Manufacturer, Components or Accessories

Meter Tracking

Maintenance Scheduling

Faults, Agreements and Jobs

Management information

Equipment

Serial Number Tracking

Warranty Processing

Advanced Maintenance: Full task and activity based Preventative Maintenance

Equipment Folio by Model, Site Location, Equipment ID or Agreement

Equipment• Maintenance schedules

– Multiple schedules per Equipment

– Based on metered conditions– Based on general conditions– Mandatory or optional– Create job or invoice– Uses templates– Checklists on jobs– Instructions on jobs

Equipment• Advanced Maintenance add-on

– Full task and activity based preventative maintenance

• Frequency or schedule based• Conditional, triggered by dates, meter reads, etc.• Interval based• Predictive maintenance triggers

– Task activities• Check procedure• Numeric measurement• Text input• Question

– Site and model/equipment maintenance

Equipment• Management information

– Full equipment history for useful life including• Costs and revenue• Jobs• Meters• Maintenance• Replacements

Agreements

Agreements

Agreement types includeMeter agreementsWarranty agreementsSite agreements

Multiple Agreements per customer

Multiple Sites per Agreement

Multiple Equipment per Site

Covers Labour, Parts, Contractors and other

AgreementsCommon Agreement Functions

Agreement statusPeriod of coverReview dateCover % (labor, items, …)Warnings (% of revenue)NotationsUser Defined fieldsRevenue and Costs to dateAgreement profitabilityFull historyDetailed transactionsUser defined reports

Return Authorizations

Return Authorizations

• Manage Return Authorizations– Customer RAs– Vendor RAs– User defined status– Multiple equipment

per RA– Job or non job based– Print custom forms– History tracked

Online SolutionsEmployee Web Portal

• Use web browser or SageCRM– Access your Service Manager database– Field engineers and general staff can

• view and edit their jobs• On a touch screen accept customer signature• create new jobs or quotes• add notations and maintain custom fields• view equipment or site history• check warranty• search on serial numbers• read reports• complete jobs• raise invoices• print quotes, job cards/work orders

Online SolutionsSage CRM Integration

Sage 300 ERP – Project and Job Costing

Sage 300 ERP – Project and Job Costing

• Highlights

– Powerful estimating capabilities– Flexible contract management– Powerful Purchase Order Integration– Accurate Customer invoicing– Full web deployment– Comprehensive transaction processing– Extensive inquiry capabilities– Complete integration

Sage 300 ERP – Project and Job Costing

General Ledger

Purchase Orders Accounts Payable

Accounts ReceivableInventory Control

Project and Job Costing

Order EntrySerialized Inventory

Lot Tracking

Sage Payroll Sage CRM

Sage 300 ERP – Project and Job Costing• Advanced Estimating Capabilities

• Assign staff, materials, subcontractors, equipment, miscellaneous items to each project/phase within a contract

• Set up complex estimates by specifying the quantity, unit cost and billing rate

• Assign the cost categories to which they apply to automatically calculate costs and revenue estimates for each cost category

• Define cost and revenue estimates for each category within a project/phase

Sage 300 ERP – Project and Job Costing• Contract /Job Management

• Manage contracts or jobs at three levels: contract(job), project(phase) and category

• Maintain multiple projects within a contract and track multiple categories• Multiple contracts or jobs per customer• Specify begin and end dates for each project to allow for timelines• Assign up to seven progress statuses to each contract and project• Maintain records for subcontractors, equipment, staff, miscellaneous items,

overhead expenses and charges• Allocate overhead and labour burden to each category

Contract/Job Tree

Sage 300 ERP – Project and Job Costing• Comprehensive Transaction Processing

• Specify whether each transaction is billable, non-billable or at no charge• Automatically create an invoice based on the transactions that are due to be

billed• Bill a customer for different contracts, projects and categories on the same

Accounts Receivable invoice• Record cost and billing rate for the Equipment used within a project• Use of multiple accounting methods: completed project, billings and cost,

accrual basis• Employee timecards entered easily by employees using the internet browser• Update revenue and costs estimates at any time with a full audit of all changes• Choose when to recognize revenue based on GAAP requirements and your

business needs

Timesheet Entry

Sage 300 ERP – Project and Job Costing• Extensive Inquiry Capabilities

• Review the current state of each project• Review project status, profitability and estimate-to-actual comparisons• Track original estimates, current estimates and actual amounts for each project• Drill down to originating cost and billing transactions• Print comprehensive, customizable reports to analyse project status and

profitability

Transaction Inquiries

Ability to drill down to the original transaction

Analytical Reports

Ability to drill down to the original transaction

Helps determine the profitability of contracts and projects.

Summary breakdown of direct costs

Questions