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Showcasing Service Manager and
    Project and Job Costing



              Presented By: Jenny Garbuzova
Agenda
β€’ Introducing Service Manager
β€’ Sage 300 Project and Job Costing
Service Manager by Technisoft
β€’ Professional Service, Maintenance and Job Cost
  solutions
β€’ Seamless integration with Sage Accpac ERP
β€’ Simplicity and speed of use
β€’ Comprehensive range of features
β€’ Web and Mobile support
If your day-to-day activities include:
Integration to Sage 300 ERP
                  General Ledger

   Purchase Orders            Accounts Payable

   Inventory Control         Accounts Receivable

  Serialized Inventory             Order Entry

   Pacific Workflow                 SageCRM



                  Service Manager
Major Functions Include



      Jobs         Employees   Equipment     Agreements




     Return         Faults     Query Tools       Online
Authorizations                                 Solutions
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
Job Features
- Notations
- Custom Fields
- Monitoring
- Event Manager
Job Features
β€’ Jobs can be easily created from
   – Quotations
   – Templates
   – Other jobs
β€’ Transactions include
   –   Labor allocation
   –   Inventory/Parts
   –   Purchase Requisitions
   –   Sub-Contractors
   –   Standard Charges
   –   Burden and Overhead
       allocation
Job Tree – Document Entry
Job – Time Entry
Reports
Print various forms and reports
   - Job Cards
   - Picking Slips
   - Invoices and Credit Notes
   - Quotations and Customer Confirmations
   - Job detail reports
   - User Defined
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
Employees
Time processing
  Time recorder
  Timesheet Matrix
  Remote processing
  Time Manager

Resource viewer
Equipment
Track Equipment & related
                                          Equipment
information
Models: by Manufacturer,
Components or Accessories
Meter Tracking
Maintenance Scheduling
Faults, Agreements and Jobs
Management information
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
Equipment
β€’ 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
Equipment
β€’ Advanced Maintenance add-on
  – Full task and activity based preventative
    maintenance
      β€’   Frequency or schedule based
      β€’   Conditional, triggered by dates, meter reads, etc.
      β€’   Interval based
      β€’   Predictive maintenance triggers
  – Task activities
      β€’   Check procedure
      β€’   Numeric measurement
      β€’   Text input
      β€’   Question
  – Site and model/equipment maintenance
Equipment
β€’ Management information
  – Full equipment history for useful life including
      β€’   Costs and revenue
      β€’   Jobs
      β€’   Meters
      β€’   Maintenance
      β€’   Replacements
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
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
Return Authorizations
β€’ 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
Online Solutions
        Employee Web Portal
β€’   Use web browser or SageCRM
    – Access your Service Manager database
    – Field engineers and general staff can
        β€’   view and edit their jobs
        β€’   On a touch screen accept customer signature
        β€’   create new jobs or quotes
        β€’   add notations and maintain custom fields
        β€’   view equipment or site history
        β€’   check warranty
        β€’   search on serial numbers
        β€’   read reports
        β€’   complete jobs
        β€’   raise invoices
        β€’   print quotes, job cards/work orders
Online Solutions
Sage CRM Integration
Sage 300 ERP – Project and Job Costing
Sage 300 ERP – Project and Job Costing
β€’ 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
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
Sage 300 ERP – Project and Job Costing
β€’ Advanced Estimating Capabilities

   β€’ Assign staff, materials, subcontractors,
     equipment, miscellaneous items to
     each project/phase within a contract
   β€’ Set up complex estimates by
     specifying the quantity, unit cost and
     billing rate
   β€’ Assign the cost categories to which
     they apply to automatically calculate
     costs and revenue estimates for each
     cost category
   β€’ Define cost and revenue estimates for
     each category within a project/phase
Sage 300 ERP – Project and Job Costing
β€’ Contract /Job Management

   β€’ Manage contracts or jobs at three levels: contract(job), project(phase) and
     category
   β€’ Maintain multiple projects within a contract and track multiple categories
   β€’ Multiple contracts or jobs per customer
   β€’ Specify begin and end dates for each project to allow for timelines
   β€’ Assign up to seven progress statuses to each contract and project
   β€’ Maintain records for subcontractors, equipment, staff, miscellaneous items,
     overhead expenses and charges
   β€’ Allocate overhead and labour burden to each category
Contract/Job Tree
Sage 300 ERP – Project and Job Costing
β€’ Comprehensive Transaction Processing

   β€’ Specify whether each transaction is billable, non-billable or at no charge
   β€’ Automatically create an invoice based on the transactions that are due to be
     billed
   β€’ Bill a customer for different contracts, projects and categories on the same
     Accounts Receivable invoice
   β€’ Record cost and billing rate for the Equipment used within a project
   β€’ Use of multiple accounting methods: completed project, billings and cost,
     accrual basis
   β€’ Employee timecards entered easily by employees using the internet browser
   β€’ Update revenue and costs estimates at any time with a full audit of all changes
   β€’ Choose when to recognize revenue based on GAAP requirements and your
     business needs
Timesheet Entry
Sage 300 ERP – Project and Job Costing
β€’ Extensive Inquiry Capabilities

    β€’   Review the current state of each project
    β€’   Review project status, profitability and estimate-to-actual comparisons
    β€’   Track original estimates, current estimates and actual amounts for each project
    β€’   Drill down to originating cost and billing transactions
    β€’   Print comprehensive, customizable reports to analyse project status and
        profitability
Transaction Inquiries




  Ability to drill down
  to the original
  transaction
Analytical Reports
                        Helps determine
                        the profitability of
                        contracts and
                        projects.




    Summary
    breakdown
    of direct
Ability to drill down
    costs
to the original
transaction
Questions

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Al 2012 Service manager and Project & Job Costing

  • 1. Showcasing Service Manager and Project and Job Costing Presented By: Jenny Garbuzova
  • 2. Agenda β€’ Introducing Service Manager β€’ Sage 300 Project and Job Costing
  • 3. Service Manager by Technisoft β€’ Professional Service, Maintenance and Job Cost solutions β€’ Seamless integration with Sage Accpac ERP β€’ Simplicity and speed of use β€’ Comprehensive range of features β€’ 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 β€’ Jobs can be easily created from – Quotations – Templates – Other jobs β€’ Transactions include – Labor allocation – Inventory/Parts – Purchase Requisitions – Sub-Contractors – Standard Charges – Burden and Overhead allocation
  • 10. Job Tree – Document 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 β€’ 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 β€’ Advanced Maintenance add-on – Full task and activity based preventative maintenance β€’ Frequency or schedule based β€’ Conditional, triggered by dates, meter reads, etc. β€’ Interval based β€’ Predictive maintenance triggers – Task activities β€’ Check procedure β€’ Numeric measurement β€’ Text input β€’ Question – Site and model/equipment maintenance
  • 19. Equipment β€’ Management information – Full equipment history for useful life including β€’ Costs and revenue β€’ Jobs β€’ Meters β€’ Maintenance β€’ 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 β€’ 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 β€’ Use web browser or SageCRM – Access your Service Manager database – Field engineers and general staff can β€’ view and edit their jobs β€’ On a touch screen accept customer signature β€’ create new jobs or quotes β€’ add notations and maintain custom fields β€’ view equipment or site history β€’ check warranty β€’ search on serial numbers β€’ read reports β€’ complete jobs β€’ raise invoices β€’ print quotes, job cards/work orders
  • 25. Sage 300 ERP – Project and Job Costing
  • 26. Sage 300 ERP – Project and Job Costing β€’ 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 β€’ Advanced Estimating Capabilities β€’ Assign staff, materials, subcontractors, equipment, miscellaneous items to each project/phase within a contract β€’ Set up complex estimates by specifying the quantity, unit cost and billing rate β€’ Assign the cost categories to which they apply to automatically calculate costs and revenue estimates for each cost category β€’ Define cost and revenue estimates for each category within a project/phase
  • 29. Sage 300 ERP – Project and Job Costing β€’ Contract /Job Management β€’ Manage contracts or jobs at three levels: contract(job), project(phase) and category β€’ Maintain multiple projects within a contract and track multiple categories β€’ Multiple contracts or jobs per customer β€’ Specify begin and end dates for each project to allow for timelines β€’ Assign up to seven progress statuses to each contract and project β€’ Maintain records for subcontractors, equipment, staff, miscellaneous items, overhead expenses and charges β€’ Allocate overhead and labour burden to each category
  • 31. Sage 300 ERP – Project and Job Costing β€’ Comprehensive Transaction Processing β€’ Specify whether each transaction is billable, non-billable or at no charge β€’ Automatically create an invoice based on the transactions that are due to be billed β€’ Bill a customer for different contracts, projects and categories on the same Accounts Receivable invoice β€’ Record cost and billing rate for the Equipment used within a project β€’ Use of multiple accounting methods: completed project, billings and cost, accrual basis β€’ Employee timecards entered easily by employees using the internet browser β€’ Update revenue and costs estimates at any time with a full audit of all changes β€’ Choose when to recognize revenue based on GAAP requirements and your business needs
  • 33. Sage 300 ERP – Project and Job Costing β€’ Extensive Inquiry Capabilities β€’ Review the current state of each project β€’ Review project status, profitability and estimate-to-actual comparisons β€’ Track original estimates, current estimates and actual amounts for each project β€’ Drill down to originating cost and billing transactions β€’ 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

Editor's Notes

  1. Sage 300 Project and Job Costing provides an effective solution for project managers in construction, job service, and other professional industries who require a time-and-material system. It delivers the tools necessary to manage very simple to very complex contracts or jobs. It makes the estimating, tracking, costing, and billing of projects easy and manageable and can simplify cost control and planning.