FEATURES
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Work Management
Provides continuous
records of job status.
Monitors work-flow and
warns of overdue jobs.
•
Job History
Tracks previous work done
on items for warranty
purposes, etc.
•
Stock Control Link
Reports on stock (such as
spare parts) used and
serial/batch numbers for
each job. Enhanced serial
number tracking options
are available. Full support
for stock kits and non-
diminishing items.
•
Expense Costing
Calculates costs based on
time, materials and
expenses such as sublet
repair charges/contact
work, delivery fees, etc.
•
Service Invoices
Job cards may have a
different invoice style from
regular invoices.
•
Periodic Billing
Completed jobs may be
invoiced once or an
unlimited number of times.
•
Cost Overrun Tracking
Job and charge estimates
may be entered in jobs.
Overruns are highlighted
in red.
•
Copy Jobs
Old jobs may be copied
into new jobs. Full details
or address details with or
without note information
may be included.
•
Stage Allocation
Up to 9999 stages per job
with option to invoice or
cost by stage.
•
Transfer Quotes/Orders
Information from existing
quotations or sales orders
may be loaded into jobs
without retyping.
•
Job Quotes
Jobs may be raised as
quotes and converted into
an active job at any time.
•
Purchase Link
When job related purchase
order items arrive they
may be optionally
transferred directly into
waiting jobs.
•
Reopen Closed Jobs
Jobs that have been closed
may be reopened.
•
Pre-Defined Charges
Up to 4000 time/labour
rates may be set.
•
Discount Codes
Fully linked to Customer
Special Pricing. Agreed
pricing or general
discounts on spare parts
may be assigned. The
discount rate may be
altered by individual job.
•
Billable Hours
Tracks hours used versus
hours billed.
•
Travel Time
Can maintain travel
charge/rate as separate
from service rate.
•
Note Pads
Unlimited length note
information can be
maintained for each job.
Notes are automatically
date/time/user stamped &
are visually spell checked.
•
Card File Link
Invoices may be generated
from Card Files and linked
to jobs. Ideal for
task/project costing for
training/seminar course
management, etc.
•
Unpaid Job Warning
Searches for previous
unpaid work and warns
when entering new jobs.
•
Track Expense by
Activity
Contractor work and
expenses can be tracked
by cost centre/activity.
•
Standard Charges
Up to 10 user charges may
be assigned per job.
•
Track Cost by Activity
Staff activity codes may be
assigned to work
performed. Up to 4000
activities may be defined.
Capital Office Business Software
Business Software You Won’t Outgrow
© 1985-2020 CAPITAL Office Business Software
Job Cards
Service Manager supports an unlimited number of job cards and can
maintain an unlimited transaction history of each. The system is
integrated with scheduling, stock control, invoicing, purchasing, back
ordering, sales ordering, quoting, serial & batch number tracking and
other accounting functions. Ideal for service work, repair, maintenance,
field service and project management.
Time, Expenses, Materials
Record labour time, expenses (out plant), materials and spare parts used,
and other charges and fees.
Screen Builder
Visual design tools let you customise job cards to suite your exact needs.
Remove information you don’t want and add your own, including lists and
images. Up to six screens of information can be added to each job.
Equipment service
Field service
Job costing
Project costing
Maintenance
Repair
Periodic billing
Activity scheduling
Ideal For
Service Manager Job Scheduler
Job Scheduler
Drag & Drop User Interface
Jobs may be scheduled by
dragging them onto the
technician calendar. Rebook
jobs by dragging the job onto a
different technician’s schedule
or shift into a different time
period with your mouse.
Booking clashes are
highlighted in red.
Calendars
View daily bookings on Day
Calendar or view all bookings
on the main system calendar
in week or month
presentation format.
Calculate Travel Time
Define travel time based on
state or postcode, or create
‘travel zones’ or allow Google
Maps to calculate travel time
automatically if available.
Travel time component
visually represented by colour
shading a portion of the
booking on the calendar.
Rosters
Rosters for technician by day
of week, start and end work
days and break or
unavailability periods in-
between.
Overtime & Holidays
Specify overtime and absentee
periods for individual
technicians. Define holiday
periods for the entire
business.
Skills
Specify skill sets for
technicians and skill
requirements for jobs,
ensuring technicians can
perform specified work.
Email & SMS
Optionally email or SMS job
details to tech’s in the field.
Flexible Billing
Numerous billing options include:
Itemise time/labour (or summarise).
Itemise stock/materials (or summarise).
By specified due dates.
Produce overall total only.
Invoice all open jobs, tagged jobs or selected job only.
Invoice a specified stage only.
Invoice a specified customer category only.
Allow inspection/editing of invoice before acceptance.
Transfer work note information onto invoices.
Repeatedly bill a service or stock item with each invoice.
List & inspect all prior invoicing & ‘zoom’ on details.
Adaptability
Customise Screens
The job card screen (and related printed forms) may be fully customised.
Up to 6 screens of service information may be maintained per job. Users
may add additional (special) field information to the standard screen.
Special fields may also be searched and included on printed forms.
Customer Job Card Forms
Produces a quote or ‘job received’ form. May contain conditions of work or
custom messages and may be fully customised using visual design tools.
Images & Documents
Link images, documents, and external files to jobs.
List View
Each job list may have a user configurable selection of columns. An
unlimited number of lists may be created and filtered by a variety of
criteria.
Security
Hide or prevent editing of any field (such as charges or on-hold status) or
prevent viewing of the account, subject to the user's security level.
Depending on the edition of CAPITAL running, jobs may be selectively
hidden from view. For example, department ‘A’ cannot view the jobs of
department ‘B’.
Access levels & user profile can restrict operator access to profit/cost
information.
Export to Microsoft Office
The job file can be loaded into most popular spreadsheets such as Excel
and OpenOffice, databases such as Access and word processors such as
Word. Mail merging with Microsoft Word, or linking to external applications.
Multiple Delivery Addresses
Unlimited delivery or contact addresses per job.
Reporting
Management reports on
labour, materials &
estimated profits including
margins.
Reports by entered criteria,
such as job number range,
date range, incomplete
jobs, work in progress,
account code, priority
(marked) jobs, overdue
jobs, etc.
Estimated Costs Versus
Actual Costs report.
Cost Centre (Activity)
Analysis.
Jobs Linked To Unpaid
Invoices Report.
Staff Time Analysis
Reporting. Sort by charges
per hour, cost per hour,
employee code, hours
worked & highest profits.