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Purpose
| • | To comprehensively understand the functionality of the Service Call Manager module and the important role it plays within the ICE Business System. |
| • | Ensure the Service Work Management module accurately interfaces with the Inventory, Accounts Receivable and General Ledger modules, for the purpose of recording the revenue and expenditure incurred as part of the maintenance and servicing of equipment. |
| • | Enable the monitoring of the profitability of each piece of Equipment to ensure the income generated from the maintenance contract for the equipment is covering the service work being provided for under the contract. |
The resources are:
| • | Accessing Service Call Manager |
| • | Options for Service Call Manager |
| • | Creating a new Service Job |
| • | Service Job Scheduling
(Booking of Service Jobs) |
| • | Using Scheduler from Service Call Manager |
| • | Using Scheduler from Service Job |
| • | Non-Invoiced Parts/Toner |
| • | Accessing Non-invoiced Parts/Toner |
| • | Creating a Delivery Docket |
| • | Accessing Non-Service Hours |
| • | Recording Non-Service Hours |
| • | Accessing Service Job Update Process |
| • | Service Job Update Process – Audit Trail |
| • | Non-Invoiced Parts – Update Process |
| • | Non-Invoiced Parts – Audit Trail |
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Slideshow
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| • | PowerPoint Slideshow Viewer.
Required to view PowerPoint Sideshows, if the PC doesn't have the Microsoft PowerPoint application.
Download the viewer and install on your PC |
Advanced User Information
| • | The Service Work Management Module provides facilities to manage service calls, log service calls, allocate calls to technicians, call off service calls and allocate labour and parts to each call. |
| • | The billing status and call type combine to determine whether the service call requires an invoice, if an invoice is required; it is generated from service and automatically sent to the Debtors module for updating. |
| • | The invoice can be previewed or printed from the Service Call Manager or printed as part of the end of day invoice updating process. |
| • | The Call Booking date is set to the Due Date of the first scheduled technician to arrive. |
| • | Deleting all schedules of the Allocated technician will change the Allocated technician to the first scheduled technician to arrive, if there is one, otherwise the call will be unallocated. |
| • | If the technician is changed on a schedule that matches the allocated technician and there are no other schedules for that allocated technician, then the allocated technician will be changed to the new technician. |
| • | Changing the allocated technician will change the technician on all schedules for the original technician. |
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