Software Solutions:
Service Management
The COINS Ti Service Management Module is designed to process and maintain
information regarding a company's time and material service billings
and contract service billings, and to print service invoices. Click
on one of the topics below to learn more about the Service Management
Module:
For Mechanical Construction
and Service Contractors
The COINS Ti Service Management Module keeps detailed information pertaining
to a customer's equipment, the equipment's components and the service
history for each customer by piece of equipment. This allows the service
contractor to almost completely replace manual records with the computer.
Although a contractor using COINS Ti Service Management will most likely
keep a file of past work orders, contracts, invoices and other pertinent
information, it will seldom be necessary to refer to these, as the computerized
database provides virtually all the information needed to manage the
service business and track service profitability at the contract and
customer level.
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Maintain Call and Problem
Histories
With COINS Ti Service Management, each service call can be associated
with a customer and site. Historical information regarding a customer's
calls is kept chronologically and by problem code. Calls can be "linked"
to track recurring or chronic problems.
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Call Entry and Dispatching
Made Easy
COINS Ti Service Management includes comprehensive call entry, scheduling,
and dispatching features in the Call Management
System. The Daily and Weekly Scheduling Boards let dispatchers quickly
assign and reassign service calls using drag and drop. The views and
data sort may be customized and saved for each user.
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Automatic Scheduling for
Periodic Maintenance
Periodic or planned maintenance (PM) scheduling is also maintained
by the computer, permitting the system to automatically generate call
slips for regular service calls. These calls can also appear on the
dispatcher's screen so that they will not be overlooked. A PM inspection
file details the service tasks for types of equipment associated with
certain types of contracts and levels of service. The file describes
the PM work to be done, providing a checklist for the Call Slip. Work
order detail lines for a PM call slip can be created at the time of
dispatch.
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Quick and Easy Handling of
Time Card Information
Information from the service technicians' time cards may be entered
whenever convenient. Parts and other costs incurred during a service
call may be entered whenever desired. If parts are used from inventory,
the cost and price information in the Inventory Module will be automatically
retrieved and the inventory will be adjusted accordingly. Any information
on a current work order can be edited at any time before the invoices
are printed. Billings and costs for each customer are automatically
updated at the time invoices are produced.
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Work Order Entry and Contract
Billings Made Easier
Work Order entry allows the user to charge work orders to Job Status
jobs and to easily track equipment billing. Work Order entry is fast,
and billing methods are extremely flexible. Contract Billings are done
automatically by a flexible contract billings schedule. All contract
billings for a user-definable period can be auto-generated by computer.
Time and materials invoices draw on Call Slip information to reduce
data entry and invoice entry time.
Click the image to see sample work order screens!
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Fully Integrated with Other
COINS Ti Modules
COINS Ti Service Management is fully integrated with other COINS Ti
Modules, using information from Purchase Order/Inventory
and Accounts Payable, and automatically
posting to Accounts Receivable. If desired,
the Payroll Module can also automatically
retrieve payroll data from the employee time entered in the Service
Management Module to avoid data entry. Total integration combined with
flexibility and easy menu operation separate COINS Ti Service Management
from the rest of the pack.
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A Variety of Reports
COINS Ti Service Management provides you with a wide range of reports
and inquiries. Information can be accessed instantly or at a designated
time through the use of COINS Ti's unique Report Packaging routine.
Reports and inquiries include:
| Reports |
Inquiries |
| Booking Report |
Booking Report - Summary |
Call History |
| Call History Report |
Contract Compliance Report |
Call Inquiry |
| Contract Renewal Report |
Contract Status Report |
Contract Status Inquiry |
| Contract Variance Report |
Employee Job/Service Gross Margin Report |
Customer Work Order History |
| Invoice Summary Gross Margin |
Open Calls Report |
Invoice Inquiry |
| PM Inspection Scheduled Hours |
PM Inspection Tasked Material |
Open Call Status Inquiry |
| Prepaid Work Order Payment Report |
Quoted Rate W/O Gross Margin |
Service Site Inquiry |
| Refrigerant Management Report |
Refrigerant Stock Report |
Technician History |
| Sales Rep's Commission Report |
Service Cost History |
Technician Status Inquiry |
| Service Invoice History |
Summary Service Ledger |
Work Order Inquiry |
| Work Order Status Report |
User-defined Reports |
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The COINS Ti database can also be used with report
writing software, so you can develop additional reports to meet
the unique information needs of your company.
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Continuing Support
COINS USA provides Help Desk support for the Service Management Module
and all COINS Ti products. In addition, training, consulting, and related
services are available from COINS USA.
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View Other Products
For a complete list of COINS USA software, see the Alphabetical List of COINS USA Software Products.
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Request More Information
Contact COINS USA Sales using the Information Request Form.
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