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Overview of the ServiceLink Direct job cycle

ServiceLink Direct is designed for companies that have a lot of jobs to manage and control using mobile operatives First – An overview of the ServiceLink Direct job cycle Then – A detailed look at how it works. Overview of the ServiceLink Direct job cycle.

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Overview of the ServiceLink Direct job cycle

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  1. ServiceLink Direct is designed for companies that have a lot of jobs to manage and control using mobile operatives First – An overview of the ServiceLink Direct job cycle Then – A detailed look at how it works

  2. Overview of the ServiceLink Direct job cycle • A customer has a problem – and tells you

  3. Overview of the ServiceLink Direct job cycle • A customer has a problem – and tells you

  4. Overview of the ServiceLink Direct job cycle • A customer has a problem – and tells you OR computer to computer

  5. Overview of the ServiceLink Direct job cycle • Job sent to Operative • Phoned / via handheld • Or Job faxed / Emailed / Sent by SMS • Can be done as soon as a job is entered or later

  6. Overview of the ServiceLink Direct job cycle • Job management and control • e.g. “Why aren’t you on-site”

  7. Overview of the ServiceLink Direct job cycle Job completed ( details of work done , materials used , additional work required etc)

  8. Overview of the ServiceLink Direct job cycle • Invoice printed • Then transferred to accounts system

  9. Overview of the ServiceLink Direct job cycle • All data stored in archive for easy access later . • A complete job history of each site quickly available

  10. Overview - flow Invoicing Costing Direct entry Scheduling Control of all Work in Progress Planned maintenance Automatic priority escalation Direct from client computer Complete site history INPUTS OUTPUTS

  11. Standard basic system • Job entry • Reactive - Call entry • Planned maintenance - call generation • Job monitoring • sort , locate , filter • automatic escalation • Invoicing • Purchase orders • Costing • MS Office interface

  12. Additional options • Optional modules • Handhelds • SMS • E-mail • Attachments.

  13. Ever felt like - • There is a lack of control over what’s happening ? • You want to find out where the problems are before they are problems? • Get in control with ServiceLink Direct Now we look at how ServiceLink Direct provides control

  14. The main control screen • Shows all jobs not finished / not yet invoiced

  15. The main control screen • Shows all jobs – so no job is forgotten • You can find what you want to see quickly and easily from here

  16. Then to the job details screen - • Call details all held together • all information quickly available via “point & click”

  17. Job notepad for recording anything “out of the ordinary” about a job

  18. Purchase order details easily available

  19. Labour recorded against each job for costing and charging purposes • Different contracts can have different labour rates

  20. Materials recorded against each job for costing and charging purposes • Different contracts can have different charging rules

  21. Miscellaneous items recorded against each job for costing and charging purposes

  22. Each job quickly and easily assessed for margin before invoicing

  23. From the job details screen all the other details are quickly available for customer kit installed  Audit of “who did what” <- Site history • Any attachments

  24. Customer Details quickly available • Information about the site can “popup” whenever a call is placed

  25. Details quickly available for <-- site history

  26. Details quickly available for • site history

  27. Details quickly available for <-- complete call audit

  28. Automatic audit trail – who , what & when

  29. INVOICES • Can be printed as required • run off in batches • faxed / Emailed • ServiceLink Direct records invoice details of value , date , number etc • Various formats available

  30. How do we make ServiceLink Direct user friendly?Firstly - Users can adjust the main screen to their own requirements( which can be varied through the working day )

  31. - move columns to suit your needs • Simple drag and drop

  32. - change ordering of data by clicking on any column header

  33. Secondly – Users can find jobs easily • using “search for” • Just type in what you’re looking for eg address , order number , job number etc

  34. Use the “filter” button to display any number of jobs that match what you’re looking for

  35. Batch Timesheet / materials input

  36. Many standard reports • + you can add your own • + Spreadsheet transfer

  37. Planned maintenance jobs generated automatically

  38. Easy to swap to different views e.g. calls , purchase ordering , invoicing

  39. ServiceLink Direct is designed for companies that have a lot of jobs to manage and control , using mobile operatives We can’t put everything that the software can do into one presentation, so if you’d like to find out more Contact us on 0141 332 7999 Or sales@walkermartyn.co.uk

  40. ServiceLink Direct from Walker Martyn Software Ltd Contact us on 0141 332 7999 Or sales@walkermartyn.co.uk

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