Features Seratec Central is a feature packed service management system,
the main features/components that come with the system are:
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Job Management
Seratec Central’s job management component is heart of the system.
With in-built workflow management capabilities, escalations, and
high levels of automation it ensures that human labour is minimised
and productivity and reliability of processes is maximised.
Workflow capabilities Jobs in Seratec Central follow a customisable process flow that
ensures the correct procedures are followed and no job is lost or
forgotten. This workflow process can be customised to match the
process you follow.
Scheduling Seratec Central comes with an advanced scheduling tool. There
are two main views of the schedule:
1. Calendar view
- Comes with day & week view.
- Allow users to quickly open, reassign, reschedule or unassigned
a job.
- Supports drop & drag.
2. Google Maps view
- Allows users to see the area’s where a technician is for
a day.
Other features include:
- Efficient job invoicing and receipt of payment.
- Setup job templates with pre-set fields & billing.
- Job assignment based on technicians service area.
- Setup job escalations to ensure all jobs are acted upon
in a timely manner.
- Complete checklists/surveys in job.
- Customer & asset alerts.
- Automated customer notifications.
PDA Interface
(Top) Seratec Central PDA (personal digital assistance) interface will
enable your field staff to receive and complete their jobs in real-time,
eliminating paperwork and enabling faster billing cycles. It is
feature packed and extremely easy to use; it was designed especially
for non-technical users.
Receive jobs in the field
- View job details
- View past site job history
Complete jobs in the field
- Complete any checklists (e.g. safety checklist),
- Use timers to track travel time and time on site,
- Add work details (what work was done),
- Add billing (time & parts),
- Take photo’s and attach to job,
- Make drawing/sketches and attach to job,
- Get customer signature,
- Record any payment,
- Print job receipt,
- Close job.
Asset Management
(Top) Seratec Central’s asset management component allows you to track
both customer installed assets/equipment and also your business
assets/equipment. Track serial number, warranty expiry date, model,
supplier, manufacture, etc. of assets/equipment. Seratec Central
will also allow you to track:
- Ownership History – track change of ownership.
- Location History – track moving of asset form one office
location to another.
- Service History – track service history of asset.
- Tagging History – track tag & testing history of asset.
- Contracts – link asset to contracts to manage customers
who are on contracts.
- Link asset(s) to jobs to enable reporting of assets/equipment
requiring to most service
Inventory Management
(Top) Seratec Central comes with advanced inventory management capabilities.
Efficiently track all your stock, including stock levels down to
the vehicle. Seratec Central will enable you to better manage your
ordering process to prevent overstocking of parts. Features include:
- Items
- serialised or non-serialised
- stocked or non-stocked
- diminishing or non- diminishing
- Multi-Locations
- multi-warehouses
- track technician /vehicle stock
- Link items to multiple suppliers (with different part no
& purchase price)
- Setup and monitor minimum levels & reorder amounts
- Easily see locations that require restocking
- Transfer stock between your locations
- Perform stock takes
- Perform usage analysis based on past usage
Purchase Orders
(Top) Seratec Central’s purchase order component allows you to easily
manage all your purchase orders for jobs & purchase orders for general
stock replenishment. Features include:
- Linking of multiple Purchase Orders to a single job.
- Easily email or pint Purchase Orders.
- Acknowledge receipt of stock, including partial receipt.
- Tracking of supplier invoice details – invoice date, invoice
number.
- Follow a workflow process to manage purchase orders.
- Full integration with the job management & inventory management
components.
Seratec Central’s quote component allows you to efficiently manage
all customer quotes. With in-built workflow management capabilities
you can track the quote from inception to when the quote is won
and converted into a job. Features include:
- Easily build quote based on time & parts, including customer
mark-ups.
- Easily email or pint Quotes.
- Follow a customisable workflow process to manage the lifecycle
of a quote.
- Convert a quote into a job once it is approved by the customer.
- Full integration with the job management & inventory management
components.
Scheduled/Recurring Jobs
(Top) Seratec Central allows you to setup and manage scheduled/recurring
jobs such as Preventative maintenance jobs. You setup your schedules,
and then the system takes care of the rest by automatically generating
them at the scheduled date. Can be used to manage:
- Preventative maintenance jobs,
- Field/site inspections,
- Recurring customer billing/invoicing,
- Other recurring jobs (e.g. server backups, meetings, etc.).
Customer Web Portal – Jobs, Notice Board & Knowledge Bases
(Top) Impress your corporate customers by providing them access to
the customer web portal. Enabling instant job status lookup, lodge
new jobs themselves without having to call your service desk.
- Allow customers to see details about all of their jobs
- Free up time of your service desk staff from having
to respond to job status enquires from clients
- Provide customers with 24hr, 7 day a week access to
their job details.
- Allow customers lodge their own jobs
- Post notices to customers
- Easily inform customers about new services, new products,
special offers, etc.
- Post notices directly to individual customers or all
customers.
- Provide customers with self-help knowledge base
- Allow customer to search and find product manuals, how
to documents, links to useful web sites, etc.
MYOB Integration
(Top) Seratec Central comes with advanced MYOB integration which eliminates
having to double entry data into MYOB. Enter data (customers, suppliers,
inventory items, invoices, invoice payments & purchase orders) only
once into Seratec Central then easily export this data across to
MYOB. Features include:
- Sync Customers & Suppliers between Seratec Central and MYOB
- Sync Inventory Items between Seratec Central and MYOB
- Export Invoices from Seratec Central to MYOB
- Export Invoice payments from Seratec Central to MYOB
- Export Purchase Orders from Seratec Central to MYOB
Other Enterprise Features
(Top)
- Checklists
- Setup user definable checklists (e.g. OH&S checklists,
site inspections, etc.) that can be completed on both the
PDA interface (i.e. in the field) and on the desktop interface
(i.e. back in the office).
- SLA’s (service level agreements)
- Assign service levels to customers and jobs, enabling
tracking of how you are performing against your SLAs.
- Job Escalations
- Ensure jobs are acted upon in a timely manner and hence
increase customer satisfaction by implementing escalations.
- Email Listener
- Automatically convert all emails sent to a certain email
address (e.g. support@yourcompany.com.au) into jobs.
- Dashboard
- Enable managers to quickly get an overview of how your
business is performing.
- Timesheets
- Enable staff to enter non job related times (e.g. Leave,
Training, Meetings, Office Admin, etc.).
Call now for a free, no obligation demonstration Why not put Seratec to the test. You have absolutely nothing
to lose from taking the opportunity to have a free no obligation
discussion and demonstration. Call 1300 851 866, for more information
on our products and services Contact Seratec
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