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ServiceLink Direct From Walker Martyn Software Ltd.

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Presentation on theme: "ServiceLink Direct From Walker Martyn Software Ltd."— Presentation transcript:

1 ServiceLink Direct From Walker Martyn Software Ltd

2 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

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

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

5 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

6 Overview of the ServiceLink Direct job cycle 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 Managed Job completed

7 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

8 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

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

10 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

11 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

12 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

13 Additional options Optional modules – Handhelds – SMS – E-mail – Attachments.

14 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

15 The main control screen Shows all jobs not finished / not yet invoiced

16 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

17 Call details all held together all information quickly available via “point & click” Then to the job details screen -

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

19 Purchase order details easily available

20 Labour recorded against each job for costing and charging purposes Different contracts can have different labour rates

21 Materials recorded against each job for costing and charging purposes Different contracts can have different charging rules

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

23 Each job quickly and easily assessed for margin before invoicing

24 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

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

26 Details quickly available for <-- site history

27 Details quickly available for site history

28 Details quickly available for <-- complete call audit

29 Automatic audit trail – who, what & when

30 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

31 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 )

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

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

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

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

36 Batch Timesheet / materials input

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

38 Planned maintenance jobs generated automatically

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

40 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 7999 Or sales@walkermartyn.co.uk

41 ServiceLink Direct from Walker Martyn Software Ltd Contact us on 0141 332 7999 Or sales@walkermartyn.co.uk ServiceLink Direct from Walker Martyn Software Ltd Contact us on 0141 332 7999 Or sales@walkermartyn.co.uk


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