Service Management

Service Management is a tool that allows you to streamline small job work order processing, increase field technician productivity, and improve service quality and cash flow.

Work Order Management (the first module in a multi-year release of Service Management), provides streamlined work order processing, quick customer response with inbound call taking, flexible and accurate service pricing, customer site management with work order and equipment history tracking, and integration with accounting.

For more information, click on any of the following topics:

Getting Started

Module Integration

Material Rate Overrides


Service Management Invoices

Billing SM Job Work Orders

The Dispatch Board

Updates to GL

SM Work Centers

The Implementation Checklist for Service Management is available in the Workflow module. To view the checklist, use the WF Checklist Template form. For information on processing the checklist, see Work Flow.

If you do not have the Workflow module, use the WF Templates report (VA Reports menu) to view or print the checklist.