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Specialty & Service Contractors Service Management Solutions

Specialty & Service Contractors

Specialty & Service Contractors

Finding a service management solution is critical for responding to customer issues and automating systems to ensure contractors stay on top of maintenance programs and respond to issues before their clients know they exist.

Service Management Challenges

CHALLENGE
Our customers have many different locations, each with equipment that we need to track lots of information on.

SOLUTION
Track customers and all their related locations independently and consolidated. Each will have its history of work orders and related equipment and equipment history.

CHALLENGE
Our service agreements have multiple tasks and schedules that need to be initiated and tracked.

SOLUTION
Service agreements can include multiple pieces of equipment with multiple tasks, related parts and preventative maintenance schedules.

CHALLENGE
We use excel or a white board to track the schedule of our service techs. It is very tedious and we can’t really provide visibility to the entire team.

 

SOLUTION
A Dispatch Board that graphically displays the work orders & jobs that need to be scheduled and the techs & job labor available to get them done. Integration with mapping software provides even greater insight to which tech may be closest.

CHALLENGE
It often takes 20 – 30 days from completion of a work order to generation of the client’s bill, add 30 days to get it paid!

SOLUTION
By completing the work performed on a tablet or smart phone, accounting can check the details of the work order, and confirm the parts or labor and send an invoice out in days, not weeks.

We Have the Solutions You Need

Sage 100 Contractor Service Receivables & Inventory

Take charge of your complex service business with the Service and Inventory add-on modules for Sage 100 Contractor. Fully integrated with the Sage 100 Contractor (formerly Sage Master Builder) accounting and estimating applications, Service and Inventory help you avoid the extra work and mistakes that can occur when maintaining multiple, disparate service management, accounting, estimating, and inventory systems.

Sage 300 Construction and Real Estate Service Management

Sage 300 Construction and Real Estate (formerly Sage Timberline Office) Service Management software integrates with other applications for better communication between customers and your organization’s dispatchers, technicians, and accounting staff. Ready access to Accounts Payable, Accounts Receivable, Job Cost, Payroll, Inventory, Purchasing, and General Ledger information enables you to track and streamline your response to service needs.

Expand & Enhance the Functionality of Your Sage Software

We offer a number of service management software solutions that dovetail perfectly with your Sage software and address your most pressing needs.

FIeld Reporting

Sage Service Operations

Sage Service Operations enables technicians to complete their work in less time and make fewer trips by providing the real-time information they need in the field on any tablet or mobile device.
Integrates with: Sage 100 Contractor or Sage 300 Construction and Real Estate software.

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Service Agreements/Preventive Maintenance

Sage 300 Construction & Real Estate Service Agreements/Preventive Maintenance

As an add-on to our service management software, the Service Agreements/Preventive Maintenance module lets you track service agreement dates, view preventive maintenance schedules, and program your system to prompt you when service agreements are due. You’re also able to assess service call profitability and account for additional revenue gained when making the calls.

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Why Work With United Solutions and Sage?

%

of Builder 100 (Builder Magazine) use Sage

%

of the ENR Top 600 Specialty contractors use Sage

construction projects are managed each year with Sage software

%

of the ENR top 400 contractors use Sage

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