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ProServe II Details... |
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Pre-Scheduled Recurring based system |
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Small to Medium
size companies. |
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This
is our most popular product. |
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Design |
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The
design of this version is based on setting up each customers service
accounts with the type of service, all the basic information about
each account and how often it should be worked. This information is
stored in the Service Account Master file. You then run what is
called Service Creation (Recurring) to create all your work
for the next week or month depending on the time frame
you choose. The Work Orders that are created is based on the
recurring information for each account located in the Service Account File.
This procedure actually creates Work Order records that
are stored in a Open Work Order Master File.
You then schedule, re-schedule, print work order tickets, route
sheets etc.. based on that Open Work Order File. The concept is
to pre-schedule your service accounts by locating an open slot on a
route during setup, so the recurring procedure can create your work in advance to then be
worked as scheduled or re-scheduled...
Learn more with screen shots... |
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Work Orders |
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The Recurring Service Order Creation
is
designed around your
Department File, Service Codes are assigned
to a department, therefore you select a Department Code to
create work orders for any given month or week. This
allows you to create your work for each department at different
times.
This version is not based on last service date unless you tell
it to for each service account. It's based on how often it's
setup to recur. Example: If you setup an account to recur every
2nd Tuesday of every Month at 10:00am for
Route 002. This version will create a Work Order with a unique WO
number for this account for the exact date that fits the 2nd Tuesday
of the Month your running for. |
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Schedulers |
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This
version offers two
styles of Schedulers, both loads from your open work order
file based on
user preference.
Style I is a
Pre-Scheduled style and
Style II is a
day-timer style. Both allow you to
re-schedule
work orders
and offers many options and features. |
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Version Options |
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This version is available
in either a USA / Canada version
or Australian / United Kingdom
version.
Both are
compatible with an optional QuickBooks
Export Utility sold separately.
More info.
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Both are
also compatible with an optional
WorkPDA
Interface Utility sold separately. More info. |
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Versatility |
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This version
is so uniquely versatile
that I use it for my own company, I develop custom software and
sale computers and install networks. It allows me to sale computer
hardware because it handles inventory just like a
sales order entry program and yet I can set up a Monthly Phone Support Service
that is automatically created for me. I use the
Inventory system to track items as well as phone support time and
labor. |
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Advantages |
- It's perfect
for small companies. (pest control and termite)
- It's very simple to Create
each periods work.
- It's perfect for services that
are based on a fixed schedule.
- What is not based on a fixed
schedule can easily be re-scheduled using either one of the two
schedulers or from the CFM. (termite)
- It's very simple to
edit and create
manual work orders. (call-ins)
- It's very easy to track Open
Work Orders, what has not been worked.
- It's very simple to
print open work order tickets, route sheets and reports for any
given time frame.
- You can print your work
tickets for a certain week, work them at your discretion without
making any changes to the open work order or service account files.
- This is our
most popular product for small business.
- Optional add-on
PDA Device Interface Utility
- Very
inexpensive and easy to add on users as you grow.
- Easy to upgrade
to our PLUS version for larger companies.
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Disadvantages
Our PLUS product may fit you better if any
below apply. |
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If you're controlling the routing and
scheduling for each technician.
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Larger operations of 15,000 or more
accounts.
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If you're re-scheduling 50% of your
work over two or more PC clients.
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What's Next? |
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Developed and
managed with |
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All trademarks
and logos mentioned or seen in this page are the properties of their
respective holders. |
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06/06/2007 |
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