Work Order Management

Integrated Work Order Management for more efficient processing of service and small job work

Today more than ever, it is vital to manage small job work orders with a tool that integrates with your entire operation for maximum efficiency. Viewpoint Work Order Management enables you to increase field technician productivity and streamline small job work order processing, leading to improved quality and cash flow. Integrated with Viewpoint V6 Software®, Work Order Management is fast, efficient and scalable to grow with your business, while enhancing overall profitability (our Work Order Management white paper shows you how our software system can solve the challenges you face when managing small jobs).

Fully Integrated with V6 – Work Order Management is designed to integrate with the Viewpoint V6 Software module suite. Information is captured at the initial work order and then becomes automatically available for processing throughout the back office.

Quick Customer Response with Inbound Call Taking - Facilitate fast response to customer calls and quickly locate customers and or service sites while fielding inbound service requests. Reference key information about the customer or site to administer the appropriate work and initiate key workflows as needed. Alerts, messages and controls ensure the dispatcher has all the information needed to respond to the customer quickly and accurately.

Flexible and Accurate Service Pricing – Establish pricing levels for automated and accurate pricing to ensure profitability and option to bill based on anticipated costs or as work orders are completed. Details of the work performed are captured and can be reviewed for immediate billing.

Streamlined Work Order Processing – Designed for speed, ease and flexibility, quickly and easily set-up, schedule and bill completed service work.

Productivity and Profitability Reporting – Visibility into areas key to managing service quality and profitability such as:

Productivity analysis by technician, service division, call type.
Profitability analysis by customer, site, contract.

BENEFITS:

Work Order Creation – Easily and quickly enter work orders in the system and create or change work orders as needed.
Work Order Scheduling – Flexible scheduling for one or more technicians for a work order; easily re-schedule as needed, track trip progress and completion.
Easily Capture Costs – Once work is completed and approved, review for accuracy and bill in a timely fashion.
Flexible, Multiple Work Order Billing – Experience flexibility in partial billing and the ability to bill a work order more than once or bill more than one work order at a time. Easily identify work orders for review and bill all at once if needed.
Productivity and Profitability – Improve visibility to managing service quality and profitability.

FEATURES:

Work Centers - Information at a Glance Call Centers

Easily locate customers and sites
Reference work order history
Initiate work orders on-the-fly
Access equipment details and repair or maintenance history
Verify warranty coverage
Add customers and sites on-the-fly

Scheduling

View all new work orders in need of scheduling
Ability to schedule work orders as needed
Schedule one or more technicians on-site
View and manage all scheduled work
Manage backlog of open or unfinished work
View overdue work orders

Work Order Processing

Manage and process work orders ready for review
View work orders ready for billing
Bill work orders on-demand, one at a time
Bill multiple work orders at once
Manage aging work orders

Work Order Management

Enter work orders with a few key strokes
Ability to designate multiple scopes of work to a single work order
Schedule one or more technicians against a single work order
Daily capture of time, materials, equipment and any other charges pertaining to a work order
Entry of labor can be done from the work order or from payroll
Fully integrated with Payroll, Purchasing, Inventory, Equipment Management, Accounts Payable and General Ledger

Work Order Billing

Initiate bill from work order
Bill multiple work orders at one time using work order billing
Partially bill a work order
Able to bill a single work order multiple times
Mere seconds to adjust work order invoices as needed, without having to void the transaction
Custom invoice formats by customer or site
Support for alternate bill-to customers
Consolidate multiple work orders on a single invoice per customer request

Reporting and Analysis