Continue with great customer service after the job is completed
Service Extended Warranty
Create Service tickets with detailed information for your service technician.
Create a Serviceable Item from products sold that need ongoing servicing.
Document management is a major part of e-manage|ONE and a extremely powerful feature of the program. All documents (emails, CAD files, MS Documents, PFD’s, Pricing files, etc…) are save to a record in e-manage|ONE. There are documents for projects, Companies, Contacts, Service tickets and more.
Documents cannot be delete but can be set as current at not current so your integrity of your history is maintained. The document previewer allows you to preview the document without the need to open it. Versions of edited documents are automatically saved so you can revert to the previous versions if necessary.
e-manage|ONE also has a fill server built into it so you can access company documents from anywhere you have internet access inside of e-manage|ONE. Every user has Temporary documents which is a place documents can be loaded that are not part of a record and can be shared with other users and attached to a record at a later date.
If you have projects that require a quick turnaround you could use the Quick Quote function in e-manage|ONE. It allows you to start a project and create a price quote in one window at once. You can also book it and process an order at the same time.
All the functionality in the estimating module are available so you can import pricing files, use auto parts, associated parts and inventory items.