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Service
Input customer work order quickly - the complaint, the time,
the type of service needed, which appliance (furnace, water
heater, etc.). Create work orders for installations, contract
service, burner cleaning - then schedule your servicemen in an
efficient and cost effective manner. Collect valuable call-back
information.
Service calls are easily posted. Posting the service call
allows for proper pricing and tracking of inventory. Service
invoices speed collections.
Work Order Tracking
The Fuels Service Management System provides for easy entry
and maintenance of work orders. The work order entry process
maintains key information:
- Program generated work order number
- Product, (if applicable)
- Contact name and phone number (if different from file
numbers)
- Assigned service person and scheduled service time and
date
- Appliance name
- Appliance under contract
- Unlimited user-configured call types (call types are
used for tracking and reporting)
- Work Order status (new work order, dispatched work order
or completed work order)
- Work Order entry time, date and operator name (name of
the person entering the work order)
- Priority codes (immediately, next day, when possible)
- Complaint text
Work orders may be kept open and partially invoiced. Quick
inquiry function shows all work orders for a customer along with
the current status of the work order. A full range of work order
reports is provided.
Work Orders
Provides the servicemen or service dispatcher with either
plain paper or form-printed output. Each physical work order
contains a full recap of the service history for the customer
appliance as well as the full detail of the work to be performed
and the directions to the location.
Service Call Posting
The service call posting procedure allows the operator to
bill parts and labor from a completed work order or bill charges
unrelated to work orders. Upon customer number entry, a list of
open work orders is shown to assist the operator in finding the
appropriate work order for billing. In addition to the service
call type, the operator can further define the work performed
both textually and through the use of configurable Major and
Minor repair codes.
A display of all the applicable service contracts aids the
operator in selecting whether the service work is covered by a
rnaintenance contract or is billable. Full labor and parts
detail is then entered. Labor rates and inventory pricing can be
automated by using a pre-established customer price level.
Contracted subs or work in progress can also be billed. Posting
concludes with optional entry of customer appliance efficiency
and equipment information.
Serviceman Dispatching (optional)
Serviceman dispatching allows tracking of time and location
of service technicians. Open access to centralized dispatch
gives customer service representatives the ability to check the
status of a customer work order and to see the position of the
serviceman's job queue.
The dispatcher is free from answering customer questions and
allowed to concentrate on new assignments and emergency calls.
Interfaces with Apollo’s Visual Dispatcher.
Customer Inventory
Customer appliance information tracks components of your
customer equipment, including high mortality parts, saving
valuable time and mistakes.
Warranty information includes expiration dates for appliances
and major components.
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