Developing Solutions for Sage 100 ERP (formerly known as Sage MAS90 ERP, Sage 200 ERP

Since 1991

www.iigservices.com(877) 475-4092

Welcome to

Service Maestro Presentationfor Sage 100 ERP

Introduction to IIGIntroduction to IIG Founded in 1991 Leading Sage 100 / 500 ERP 40+ Employees, 80% Technical Specialize in providing fully integrated ERP & CRM solutions Master Developer of industry solutions for:

Warehouse Automation & Advanced Distribution Features for Sage100 Material Planning & Production, WO & MRP modules in Sage100SQL Field Services Automation Rental Inventory Management Apparel – Product Life Cycle Management

Supporting over 1000 customers nationwide Supporting over 100 resellers

Service Processing for Sage 100 ERPService Processing for Sage 100 ERP

Processing of Tasks / Service Work Orders generated for: Service calls - manually using Dispatch Board Installations – auto generated from Sales Order Entry Preventive Maintenance Contracts – auto generated by Service Maestro

Dispatching of Tasks – using email, printed forms or access via mobile devices Creation of multiple Dispatch Board views - ability to:

Set filters – territory Fields displayed for each service work order

Billing Process Management Creation of Preventive Maintenance Tasks Processing of Contract to track:

Profitability to annual contracts Warranty information Installation job costing

Installations Management Loading of items into sales order for packages - CCTV, Garage Door Creation of Installation Tasks Installation Management Dashboard

Service Maestro IntegrationsService Maestro Integrations IIG Mobile Solution

Ability to enter labor and material using any mobile device Ability to change the status of task / service work order

IIG Rental Maestro Ability to schedule crew to operate equipment on rent Ability to charge rentals for operation of equipment Ability to schedule preventive maintenance tasks based on rental

equipment usage

MapQuest / MapPoint Integration Payroll Integration

Dispatch Board – Setup Options

Task Data Entry

Quick task entry by right clicking on the board Lookup by Customer Number, Ship-to Address & Equipment / Serial Number Prompt technicians for data based on entered Nature of Task Validate Skill / Tech Cert Mgmt Access to Repair History

Drill down to past activity View tech comments / parts used Access to warranty coverage info

Material and Labor Entry

Dispatch tasks - one to many technicians / days Enter labor and material by dispatch Discuss truck inventory / committing inventory entered on dispatches Pricing using special rates by contract, or warranty coverage information

Invoicing – Each Dispatch

Invoice completed tasks from Dispatch Board or Task Data Entry programs Manage billing process by creating status / board views for job completed / ready to invoice Auto create invoices for all dispatches based on dispatch status Auto create invoices based on Billing Frequency code – weekly / daily / monthly set by

customer or contract Support for credit card processing Ability to create new invoice or load information to existing sales order or invoice

Email Generation from Dispatch Board

Generate emails for each task from the board Batch Generate emails based on date / task status, technician

Auto PO Generation

Ability to Create Purchase Orders for tasks Dispatch status is changed when Purchase Order is received in Sage100 Receipts

of Goods Entry program

Creating BOM & Routing for Installations

Create list of steps to be performed using Routings Enter instructions for each step

Link Routings to items or Bill of Material Options

Creation of Sales Orders based on Template

Ability to create packages containing material and misc. charges Garage Door Package / CCTV Package

Ability to define, price, vendor and vendor cost for each item entered in the package Auto load items into sales orders

Installation Task Generation from Sales Orders

Create tasks from the order header for the entire sales order by entry of routing or Bill of Material item (to use options defined)

Create tasks based on routings linked to each item processed on the sales order’s line tab

Installation Management Security events allow for management of the installation process Production and installation tasks can be dispatched only if required checkboxes are set Change Order checkbox is set if items are added/deleted or price is changed after order review

flag is set All changes to flags are tracked in a sales order memo

Installation Management Dashboard Manage workflow based on status of each step of the installation process Drill down to sales orders from dashboard

Contacts – Setting up PM

Create Preventive Maintenance visit schedule by contract or specific to each item Enter pricing for each item and labor by duration of time (or flag contract as all labor

and material are covered) Enter response time or coverage by contract

Setting Up PM By Item Ability to define the renewal rate and code by item

For purchased items, ability to define the vendor, vendor item number and the cost

Ability to load components to use and services to provide for each task generated

Ability to review inventory requirements for created tasks

Contract Renewals

Ability to maintain different schedules for: Invoicing the customer - Monthly / Quarterly Frequency of visit – creation of preventive tasks Renewals

Frequency of renewal, auto extension of contract ending date

Document to generate – Quote, Sales Order or an Invoice

Access to Contract Transactions

Access to all transactions processed for a given contract Service Task (work orders)

Sales Orders

Invoices

Purchase Orders

RMA

Warranty Contracts

Create a template contract containing duration and rates for material and labor used as part of warranty work

Track expenses for warranty services – labor and material

Link warranty contract to items, auto generate warranty contracts as item is sold to customers

Track history of repair and RMA transactions for each contract

Generate transactions to sell extended warranty

Material Planning for PM & InstallationsMaterial Planning for PM & Installations

Ability to view demand on items based components loaded into preventive maintenance tasks

Ability to view demand on components for assembly tasks created for installation orders

Ability to generate purchase orders for created demand

Job Costing

Roll up costing to contacts for processed transactions Assigned cost codes to items or labor codes Post to contracts from AP for processed invoice

Payroll Integration

Assign employee codes to technicians Assign payroll earning codes to labor codes Load enter labor hours into Payroll Data Entry Calculate overtime based on 40 / week or 8 / day

MapPoint and MapQuest Integration

Ability to view tasks on the map of the area and assign task to technician Ability to get directions from one location to the next

Mobility - Field Data Collection

Developed using Sage SData Support for iPad, iPhone, Android and PC browsers Auto re-size based on the device

Mobility - Field Data Collection

Integration with Google Map and Calendar

Mobility - Field Data Collection

Ability to enter labor and material used in the field Ability to change the status of service work order / task Ability to generate invoices