Service & Extended Warranty
Continue with great customer service after the job is completed
Service Tickets
Create Service tickets with detailed information for your service technician.
e-manage|ONE has all your service and extended warranty needs built right-in so you can provide your customers with the best customer service to ensure their loyalty.
The service module is perfect for a service department as it has service tickets, quotes, service purchase orders, and its own schedule/service calendar.
You can also track warranty items and create Extended Warranty proposals for products that require ongoing service and preventative maintenance
Service Calendar
The Service department has its own calendar to schedule service technicians.
Serviceable Items
Create a Serviceable Item from products sold that need ongoing servicing.
Service Agreements
e-manage|ONE includes a detailed Service Agreement Module to manage products requiring ongoing preventative maintenance and help you generate untapped revenue in your business.
Document Management
e-manage|ONE’s document management is a powerful feature that stores all documents (emails, CAD files, MS Documents, PDFs, pricing files, etc.) within the program. Documents are associated with projects, companies, contacts, service tickets, and more. While documents cannot be deleted, they can be marked as current or not current, maintaining data integrity and history. The document previewer allows quick previews without opening files, and versions of edited documents are automatically saved for easy retrieval. The built-in file server enables access to company documents from anywhere with internet access. Users have Temporary documents for sharing files, which can later be attached to specific records.
Time & Materials
The Time and Materials Budget Tracking is for companies that bill customers for the time spent and the materials used and bills the customer at regular intervals for work performed. Create budgets that are tracked and add time sheets. Parts needed are and if necessary, purchase order can be created.
Quick Quotes
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 is available so you can import pricing files, use auto parts, associated parts, and inventory items.
Estimating
The estimating module is a robust estimator that gives you many options to process and estimate quicker and more accurately. The e-manage|ONE estimating module has a built-in parts catalog, parts can have pictures associated with them, you can set parts to have associated parts that automatically pop up when adding them to an estimate and you can have parts automatically add and calculate on other parts so your team does not forget to include an item and a price for the item.
You can create multiple options for estimates and custom descriptions with pictures.
