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

Overview of the ServiceLink Direct job cycle A customer has a problem – and tells you Job logged Job Managed Job completed

Overview of the ServiceLink Direct job cycle A customer has a problem – and tells you OR computer to computer Job logged Job Managed Job completed

Overview of the ServiceLink Direct job cycle Job sent to Operative Phoned / via handheld Or Job faxed / ed / Sent by SMS Can be done as soon as a job is entered or later Job logged Job Managed Job completed

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

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

Overview of the ServiceLink Direct job cycle Invoice printed Then transferred to accounts system Job logged Job Managed Job completed

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 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 INPUTSOUTPUTS 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 – – 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 customer kit installed

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

Details quickly available for <-- site history

Details quickly available for site history

Details quickly available for <-- complete call audit

Automatic audit trail – who, what & when

INVOICES Can be printed as required run off in batches faxed / ed 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 Or

ServiceLink Direct from Walker Martyn Software Ltd Contact us on Or ServiceLink Direct from Walker Martyn Software Ltd Contact us on Or