Overview of the ServiceLink Direct job cycle

ServiceLink Direct

From

Walker Martyn Software Ltd

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

• A customer has a problem – and tells you

Job logged Job Managed Job

completed



Job logged Job Managed Job

completed



OR computer to computerJob logged Job Managed Job

completed


• 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

Job logged Job

ManagedJob

completed

• Job management and control• e.g. “Why aren’t you on-site”


Job logged

Job Managed

Job completed

Job completed ( details of work done , materials used , additional work required etc)


Job logged

Job Managed

Job completed


• Invoice printed• Then transferred to accounts system

Job logged

Job Managed

Job completed


• All data stored in archive for easy access later .

• A complete job history of each site quickly available

Job logged

Job Managed

Job completed

Planned maintenance

Direct entry

Direct from client

computer

Invoicing

Costing

Scheduling

Automatic priority

escalation

Complete site history

Overview - flow

INPUTS OUTPUTS

Control of all

Work in Progress

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

Additional options

• Optional modules– Handhelds– SMS– E-mail– Attachments.

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

The main control screen

• Shows all jobs not finished / not yet invoiced

• Shows all jobs – so no job is forgotten• You can find what you want to see

quickly and easily from here

The main control screen

• Call details all held together• all information quickly available via “point & click”

Then to the job details screen -

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

• Purchase order details easily available

• Labour recorded against each job for costing and charging purposes

• Different contracts can have different labour rates

• Materials recorded against each job for costing and charging purposes

• Different contracts can have different charging rules

• Miscellaneous items recorded against each job for costing and charging purposes

• Each job quickly and easily assessed for margin before invoicing

From the job details screen all the other details are quickly available for

Audit of “who did what”<- Site history

Any attachments

customerkit installed

Customer Details quickly available

• Information about the site can “popup” whenever a call is placed

Details quickly available for

<-- site history


• site history


<-- complete call audit

• Automatic audit trail – who , what & when

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

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 )

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

• - change ordering of data by clicking on any column header

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

number etc

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

• Batch Timesheet / materials input

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

• Planned maintenance jobs generated automatically

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

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 7999Or [email protected]

ServiceLink Direct from



ServiceLink Direct from



Documents

Overview of the ServiceLink Direct job cycle