General Features
Customers and Vendors
• Complete management of customers, purchase vendors, and subcontract repair vendors with differentiation between regular and miscellaneous (e.g. off-the-street or one-time) customers and vendors, and unlimited contacts for each account
• Quick lookup, filtering, and sorting in a customizable spreadsheet view by 21 different criteria for customers and 17 for vendors; 5 specialized filters; and the ability to view and edit multiple records simultaneously
• Quick entry by name, account number, or alphanumeric code
• Instant lookup of current account balances, credit status, and statistics for the past 3 years
• Print, e-mail, or fax customer statements
• Numerous analysis reports provide instant access to customer and vendor financial data, statistics, and patterns
Repair Orders, Estimates, and Invoices
• Efficiently track repairs through each step of the repair process with up to 26 customizable statuses (e.g. receipt, order, estimate, approval/refusal, parts order, subcontract, repair, return, invoice, payment)
• Quick lookup, filtering, and sorting in a customizable spreadsheet view by 35 different criteria; 20 specialized filters; and the ability to view and edit multiple records simultaneously
• Easily identify warranty repairs, repeat repairs, stolen items, and rush orders
• Easily subcontract repairs to a third-party repair business and track those repairs
• Flexible billing terms including third-party billing (e.g. warranty, head office) and split billing (e.g. part under warranty and part not under warranty)
• Service codes allow for systematic identification of work processes for later analysis, including the ability to add custom fields with optional custom dropdown selections
• Research a knowledge base of previous repairs for difficult repeat problems
• Process records individually or by batch
• Print, e-mail, or fax repair orders, estimates, technician repair assignments, subcontracts, invoices, and packing slips
• Numerous analysis reports provide instant access to repair financial data, statistics, and patterns
Sales Invoices and Credit Notes
• Sell parts or other items over the counter and create credit notes for returns and refunds
• Quick lookup, filtering, and sorting in a spreadsheet view by 16 different criteria; 5 specialized filters; and the ability to view and edit multiple records simultaneously
• Flexible billing terms including third-party billing (e.g. warranty, head office)
• Service codes allow for systematic identification of work processes for later analysis, including the ability to add custom fields with optional custom dropdown selections
• Print, e-mail, or fax sales invoices, credit notes, and packing slips
• Numerous analysis reports provide instant access to sales and credit financial data, statistics, and patterns
Inventory and Purchase Orders
• Efficiently track inventory parts and orders, with support for multiple inventory stores
• Quick lookup, filtering, and sorting in a spreadsheet view by 19 different criteria for inventory and 12 for purchase orders; 7 specialized filters for inventory and 9 for purchase orders; automatic filtering of parts by the make and model being serviced or repaired; and the ability to view and edit multiple records simultaneously
• Quick inventory picking and parts ordering, with real time updating of inventory quantities and pricing
• Instant lookup of current orders and statistics for past 3 years, as well as a purchase history
• Easily identify minimum-stock and low-stock items, items on order or backorder, and items on order for specific repair orders
• Print, e-mail, or fax purchase orders, purchase returns, and packing slips
• Numerous analysis reports provide instant access to inventory and purchasing financial data, statistics, and patterns
Forms and Reports
• 16 specialized forms, including 15 in French and Spanish
• 37 repair analysis reports, including 1 in French and Spanish
• 9 inventory and purchase analysis reports
• 45 financial and accounting analysis reports, including 2 in French and Spanish
• 33 listing reports
• 2 user security reports
• 3 specialized labels
• Customize forms, reports, and labels yourself using Crystal Reports
Efficient Data Input
• The intuitive user interface follows many Microsoft Office standards for a quick learning curve for those already familiar with Microsoft Office
• Accelerated and standardized entry of customers, vendors, makes, models, categories, parts, and service codes
• Quick entry of geographic information for Australia, Canada, the United Kingdom, and the United States
• Dozens of configurable defaults automatically fill in data based on specific conditions; and dropdown lists automatically match choices based on the first few keystrokes
• Package codes allow for automatic entry of multiple parts or service codes; standard notes allow for automatic entry of paragraphs of text; and simple keystroke macros allow for automation of standard processes
• Spell check in American-English, British-English, French, and Spanish, with support for a custom dictionary
• Supports standard bar code readers, digital cameras, and Topaz electronic signature pads
• Attach digital photographs, ESIGN-compliant electronic signatures, files, and Internet hyperlinks as attachments to most records
• Import data from comma-delimited or tab-delimited data files, or QuickBooks company files
• Window bar allows for quickly switching between multiple windows in maximized mode
Flexible Data Output
• View forms and reports on-screen, print, send by e-mail or fax, or export to any of 16 industry-standard file formats
• Plain paper system allows direct printing of business logos, digital photographs, and electronic signatures so that they are included on e-mails and faxes, and it eliminates costly pre-printed forms
• Supports multi-bin printers to work with letterhead or different colored paper for each form copy; printer duplexing to reduce paper consumption; and bar-code label printers
• Export data to comma-delimited or tab-delimited data files, or QuickBooks company files
• Links to Microsoft Word for quick creation of letters, envelopes, and labels
• Many window views are customizable to meet individual users’ needs
Effective Communication Tools
• Stay connected with your customers and vendors via printouts, e-mail, fax, text messaging, and automatically generated web pages
• Web-based repair status tracking
• Automated sending of some forms, reports, and status updates via e-mail, fax server, or SMS text messaging
• Automatic shipment tracking for ANC, Canada Post, Canpar, DHL, FedEx, Purolator, TNT, UPS, and United States Postal Service
• Automatic mapping and driving directions via Google Maps and MapQuest
Database Connectivity and User Security
• Choose between Microsoft Access, MySQL, or Microsoft SQL Server back-end database
• Automatically supports multiple users on a local area network; or easily share the database across multiple physical locations using Citrix XenApp, Windows Remote Desktop Services, or other standard connectivity software
• Automatic background backups of Microsoft Access databases; or manually save a zipped database backup
• Archive old data from Microsoft Access databases to a secondary database
• Password login for each user
• Program administrator can assign read/write/print access to each module and report
• Program administrator can log and analyze the view/edit activity history of a particular user or record
What's
New?