1. Showcasing Service Manager and
Project and Job Costing
Presented By: Jenny Garbuzova

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

3. 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

4. If your day-to-day activities include:

5. Integration to Sage 300 ERP
General Ledger
Purchase Orders Accounts Payable
Inventory Control Accounts Receivable
Serialized Inventory Order Entry
Pacific Workflow SageCRM
Service Manager

6. Major Functions Include
Jobs Employees Equipment Agreements
Return Faults Query Tools Online
Authorizations Solutions

7. Jobs
- Job Types
Current jobs (sales can be invoiced)
Recurring jobs
Jobs
Historic jobs
- Job status and priority levels
- Multi-Level Structure (includes Projects)
- Provides complete financial information
Estimate, Actual and Variance
Work in progress

8. Job Features
- Notations
- Custom Fields
- Monitoring
- Event Manager

9. 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

10. Job Tree – Document Entry

11. Job – Time Entry

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

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

14. Employees
Time processing
Time recorder
Timesheet Matrix
Remote processing
Time Manager
Resource viewer

15. Equipment
Track Equipment & related
Equipment
information
Models: by Manufacturer,
Components or Accessories
Meter Tracking
Maintenance Scheduling
Faults, Agreements and Jobs
Management information

16. 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

17. 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

18. 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

19. Equipment
• Management information
– Full equipment history for useful life including
• Costs and revenue
• Jobs
• Meters
• Maintenance
• Replacements

20. Agreements
Agreement types include
Meter agreements
Agreements
Warranty agreements
Site agreements
Multiple Agreements per customer
Multiple Sites per Agreement
Multiple Equipment per Site
Covers Labour, Parts, Contractors and other

21. Agreements
Common Agreement Functions
Agreement status
Period of cover
Review date
Cover % (labor, items, …)
Warnings (% of revenue)
Notations
User Defined fields
Revenue and Costs to date
Agreement profitability
Full history
Detailed transactions
User defined reports

22. Return Authorizations
• Manage Return Authorizations
– Customer RAs
– Vendor RAs Return Authorizations
– User defined status
– Multiple equipment
per RA
– Job or non job based
– Print custom forms
– History tracked

23. Online Solutions
Employee 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

24. Online Solutions
Sage CRM Integration

25. Sage 300 ERP – Project and Job Costing

26. 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

27. Sage 300 ERP – Project and Job Costing
General Ledger
Purchase Orders Accounts Payable
Inventory Control Accounts Receivable
Serialized Inventory
Lot Tracking Order Entry
Sage Payroll Sage CRM
Project and Job Costing

28. 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

29. 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

30. Contract/Job Tree

31. 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

32. Timesheet Entry

33. 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

34. Transaction Inquiries
Ability to drill down
to the original
transaction

35. Analytical Reports
Helps determine
the profitability of
contracts and
projects.
Summary
breakdown
of direct
Ability to drill down
costs
to the original
transaction

36. Questions