Contracts, Scheduling and Service Management Software

CSM Service Manager provides a system for maintaining support contracts for your clients, scheduling of engineers, and for logging all service calls.

CSM Service Manager can be run as a stand-alone application or integrate seamlessly with most commonly used back-office accounting systems, thus ensuring that customer and contract information is only entered once. Contract renewals can also be posted into the accounts system, allowing rapid review of expiring contracts and providing a means of automatically raising sales invoices for those contracts in the accounts software.

CSM Service Manager allows you to log all service calls with on-screen indicators to show the status of each call and provides an easy-to-use method for handling the scheduling of field engineers per project. Management reports are available and the active 'dashboard' view provides you with summary information at a touch of a button.

Features

• Contracts for support, servicing, warranties and repeat billing.

• Support for staged invoicing of contracts.

• Rapid creation of billing transactions directly into your accounts software reducing administration time.

• Helpdesk incident logging and monitoring.

• Service request logging, monitoring and scheduling.

• Scheduled service requests directly from contracts for preventative maintenance and health checks.

• Customer ratings and minimum response times to help achieve the Service Level Agreement in place with your customers.

• Customer contacts, with the ability to specify whether each contact should be used for incident and/or service logs. Customer contacts can be integrated with your accounting / CRM system, or may be maintained solely through CSM Service Manager itself.

• Attachment of documents to contracts, customers, incident and service logs allows 'one-click' access to reference material.

• Automated creation of Microsoft Word documents - document templates can be designed to cover many purposes (e.g. Job Sheets, Statements of Contract, Update Letters and general mail-shots, etc).

• Reporting through the many standard reports available within CSM Service Manager, or through any third-party ODBC enabled application (e.g. Microsoft Excel and Crystal Reports).

• Knowledge Base - allow your customers to help themselves.