Service Management System

The VSERP Service Management Module is designed to process and maintain information regarding a company’s time and material service billings and contract service billings, and to print service invoices.

For Mechanical Construction and Service Contractors

The VSERP Service Management Module keeps detailed information pertaining to a customer’s equipment, the equipment’s components and the service history for each customer by piece of equipment. This allows the service contractor to almost completely replace manual records with the computer. Although a contractor using VSERP Service Management will most likely keep a file of past work orders, contracts, invoices and other pertinent information, it will seldom be necessary to refer to these, as the computerized database provides virtually all the information needed to manage the service business and track service profitability at the contract and customer level.

Maintain Call and Problem Histories

With VSERP Service Management, each service call can be associated with a customer and site. Historical information regarding a customer’s calls is kept chronologically and by problem code. Calls can be “linked” to track recurring or chronic problems.

Call Entry and Dispatching Made Easy

VSERP Service Management includes comprehensive call entry, scheduling, and dispatching features in the Call Management System. The Daily and Weekly Scheduling Boards let dispatchers quickly assign and reassign service calls using drag and drop. The views and data sort may be customized and saved for each user.

Automatic Scheduling for Periodic Maintenance

Periodic or planned maintenance (PM) scheduling is also maintained by the computer, permitting the system to automatically generate call slips for regular service calls. These calls can also appear on the dispatcher’s screen so that they will not be overlooked. A PM inspection file details the service tasks for types of equipment associated with certain types of contracts and levels of service. The file describes the PM work to be done, providing a checklist for the Call Slip. Work order detail lines for a PM call slip can be created at the time of dispatch.

Quick and Easy Handling of Time Card Information

Information from the service technicians’ time cards may be entered whenever convenient. Parts and other costs incurred during a service call may be entered whenever desired. If parts are used from inventory, the cost and price information in the Inventory Module will be automatically retrieved and the inventory will be adjusted accordingly. Any information on a current work order can be edited at any time before the invoices are printed. Billings and costs for each customer are automatically updated at the time invoices are produced.

Work Order Entry and Contract Billings Made Easier

Work Order entry allows the user to charge work orders to Job Status jobs and to easily track equipment billing. Work Order entry is fast, and billing methods are extremely flexible. Contract Billings are done automatically by a flexible contract billings schedule. All recurring contract billings for a user-definable period can be auto-generated by computer. Time and materials invoices draw on Call Slip information to reduce data entry and invoice entry time.

Fully Integrated with Other VSERP Modules

VSERP Service Management is fully integrated with other VSERP System Modules, using information from Purchase Order/Inventory and Accounts Payable, and automatically posting to Accounts Receivable. If desired, the Payroll Module can also automatically retrieve payroll data from the employee time entered in the Service Management Module to avoid data entry. Total integration combined with flexibility and easy menu operation separate VSERP Service Management from the rest of the pack.

A Variety of Reports

VSERP Service Management provides you with a wide range of reports and inquiries. Information can be accessed instantly or at a designated time through the use of VSERP’s unique Report Packaging routine. Reports and inquiries include:

Inquiries:

  • Call History
  • Call Inquiry
  • Contract Status Inquiry
  • Customer Work Order History
  • Invoice Inquiry
  • Open Call Status Inquiry
  • Service Site Inquiry
  • Technician History
  • Technician Status Inquiry
  • Work Order Inquiry

Reports:

  • Booking Report
  • Booking Report – Summary
  • Call History Report
  • Contract Compliance Report
  • Contract Renewal Report
  • Contract Status Report
  • Contract Variance Report
  • Employee Job/Service Gross Margin Report
  • Invoice Summary Gross Margin
  • Open Calls Report
  • PM Inspection Scheduled Hours
  • PM Inspection Tasked Material
  • Quoted Rate W/O Gross Margin
  • Prepaid Work Order Payment Report
  • Refrigerant Management Report
  • Refrigerant Stock Report
  • Service Cost History
  • Service Invoice History
  • Summary Service Ledger
  • Work Order Status Report