SAGE Service Manager

A comprehensive solution for all your job, workshop and maintenance service environments. 

SAGE Service Manager

A comprehensive solution for all your job, workshop and maintenance service environments.

Fully integrated into the Sage 300 Cloud system, so all transactions in General Ledger, Payables, Receivables and Stock are automatically updated when posting transactions in Service Manager.

Service Manager is a comprehensive solution for all your job, workshop and maintenance service environments.

It is fully integrated into the Sage 300 Cloud system so all transactions in General Ledger, Payables, Receivables and Stock are automatically updated when posting transactions in Service Manager.

Service Manager links the different aspects of the Service process including:

  • Quotations, Jobs, Projects, Invoices, Credits, Templates
  • Job Planner, Labor Scheduling and Dispatch
  • Response Tracking, Escalation Management
  • Labor / Time Billing (Time Entry) 
  • Scheduled, Conditional and Interval Based Preventative Maintenance, including Tasks & Activities, Budgeting, Loadings for Labor & Parts Requirements calculated in advance
  • Service Level Agreements / Contracts
  • Warranty, Manufacturer/Vendor & Customer Returns (RAs)
  • Serialized Tracking of Equipment
  • Symptom, Fault, Solution Knowledge Base
  • Metering (including conditional maintenance)
  • Site and Equipment History
  • Rentals
  • Requisitions and Purchase Orders
  • Subcontracting
  • Work In Progress, Profit Analysis, Budgeting (4 levels), Job Summaries 
  • Financial Distribution Statistics by Site, Employee, Model, Industry, and more
  • Notations, Instructions, including File Attachments and Follow-ups
  • Fully securitized Employee and Customer Web Portals
  • Smartphone/ iPad/Tablet/Notebook Mobile Field Solutions (online/offline)
  • Integration to Sage 300 GL/AR/IC/AP/PO/SN/LT/CRM
  • Service Centers / Branches / Departments / Divisions, and more.

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