Physical service manager

The service module is designed for the physical service industry where you have clients that have regular service requirements like the security industry, plant maintenance, hygiene services, parts delivery. Basically if you have staff who service clients at their business premises. Go back to module list.

The following functionality is supported:

  • Setup multiple business divisions.
  • Setup unlimited service rounds which your staff are allocated to.
  • Each division has it's own service items and pricing
  • Setup unlimited clients, each of which can have multiple contacts and locations(business premises).
  • Create Single contracts with clients for once off jobs at a single price.
  • Create Repeating contracts with clients where a regular/periodic service is performed with an initial price and per service price thereafter.
  • All contracts are linked to a division, client location, client contact, and finally service round.
  • Upload and manage multiple documents and images linked to contracts.
  • Schedule visits to clients based on these contracts and manage these visits in a detailed calendar with client contact details easily accessible to confirm visits with client.
  • Each service round(or staff team) has it's own calendar with 15minute inervals for managing visits.
  • After a visit you can capture additional consumable items linked to visit.
  • Invoice clients based on contracts and each visits, including contract base cost, contract items and visit items. You can invoice client at any point before or after a visit, or even independently of visit.
  • Export invoices to csv format for import into your accounting package using client accounting code as reference.