DYNAMIC 3i SERVICE AND REPAIR MODULE

Take control of your service business with our integrated DYNAMIC 3i Service and Repair module.

Managing your service and repair business is easier than ever with our fully integrated Service and Repair module. The module integrates with several DYNAMIC 3i core modules giving you instant access to complete service and payment histories while facilitating management of new service requests and open service jobs.

The Service and Repair module is intended to provide a management tool that monitors all activities relating to service and repair. It can be used by any organization that provides billable or non-billable services that require tracking of labor time and parts.

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Job Management Dashboard RS0300

Deliver service excellence efficiently and profitably!

Our powerful Job Management dashboard allows users to create service work orders by quickly entering the details of what type of service is required along with some basic details of the type of service such as warranty service, on-site repair, recall service or other such activity. Each job is then flagged as ‘Billable’ or ‘Non-Billable’. Billable jobs can be further categorized ‘Fixed Price’ or ‘Time and Materials’ type jobs. With just a few clicks users can then can easily customers with an instant printed or email quote based on estimated times and service rates or fixed quoted prices.

Each job can then be assigned to an employee, providing service managers with a view to employee schedules. The employee can then utilize the software, through the time and attendance feature, to record actual job time. All labor time is stored on the job for analysis of actual time spent versus the recorded budgeted labor time.

The dashboard also facilitates tracking of all job details whether it be a simple service note or full tracking of communication between a team of service agents working on the job. Communications stored on past jobs become a powerful, searchable knowledge base for your service team. Users can search for past solutions to common problems, building on the wealth of experience captured in your DYNAMIC 3i database.

Billings for service and repair jobs are generated automatically upon completion. Ultimately this means service invoices are being fed into the DYNAMIC 3i order processing cycle for billing and collection, integrating Service and Repair with the rest of your business processes and ensuring maximum efficiency while delivering service excellence.

Features

• Client database with full service history. Drill-down to any job details with a single click.
• Employee activity inquiry helps service managers monitor employee and job activity.
• Automatic job scheduling builds a view of the employee schedule using job assignments and priorities.
• Full reporting on job status.
• Integrates with Time and Attendance for tracking of employee activity.
• Extensive comment capabilities and comment types facilitate tracking of all communications.
• Over budget report
• Job status analysis inquiry
• Employee performance against budget
• Automatic quotation generation
• Automated billing integrates with DYNAMIC 3i Order Processing and Accounts Receivable modules

Linkages

Service and Repair links with the following DYNAMIC 3i modules:

• Sales Order Processing
• Inventory Control
• Accounts Receivable
• Time and Attendance
• CRM