Service Management

Effective service management software is the primary means to planning, controlling and organizing the products and services a business offers. Service Manager links the different aspects of the Service process including:
- icon Quotations, Jobs, Invoices, Credits
- icon Document Templates
- icon Job Planner
- icon Labour Scheduling and Dispatch
- icon Standard and Recurring Maintenance Jobs
- icon Agreement Contracts
- icon Warranty, Manufacturer Returns (RMA's)
- icon Serialised Tracking of Equipment and Inventory
- icon Metering
- icon Model & Equipment History, Rentals
- icon Purchase Requisitions
- icon Sub Contracting
- icon Work In Progress, Profit Analysis, Budgeting
- icon Financial Distribution Statistics by Market
- icon Notations, Instructions

Advanced Maintenance

Maintenance can be setup at Site and/or Equipment level and can also be setup at model level and then published to all equipment of that model type making deployment and updating of maintenance very easy to manage. There are three basic types of advanced maintenance: Frequency or Schedule based maintenance; Conditional Maintenance triggered by certain criteria such as dates, meter reads; and Interval Maintenance which is based on certain pre defined intervals. Conditional and Interval Maintenance include predictive calculations as well.

Service Centres

It is now possible to create multiple Service Centres in Service Manager to cater for branch or division requirements. Branches can for example have their own document numbering systems for jobs, quotes, invoices and accounting journals to be directed accordingly. It is also possible to limit employees to certain branches, view only that branches jobs in the job system or scheduling programs and more... There is full Accpac security on these functions.

Service Manager Mobile PDA Solutions

Service Manager mobile PDA solutions are now available. These solutions include the ability to update jobs live from the field. It is possible to update labour charges, items from inventory, notations, job status or priority, complete jobs, check urgent jobs, re assign jobs, invoice and much more....

Purchase Orders Integration

To integrate to Accpac Purchase Orders requires the Service Manager PO Add-On product. PO integration allows you to create, edit, and monitor status of Requisitions or Purchase orders from within a job or many jobs in Service Manager. The process flows right through to Receipting and alert functions advise when jobs can be updated because stock or services have been receipted. The PO receipted cost can be maintained on services or items where special pricing has been obtained.

Serialized Inventory Integration

The Service Manager Serialized Inventory Add-On allows users to select a serial numbers that were entered in at point of purchase order receipt, from a table of serial numbers when selling items. Options allow for the serialized inventory cost to be maintained as opposed to using the accounting costing method.

Event Manager

This Program helps to seamlessly leverage email and internet capability within Service Manager to build and enhance customer relationships. This program allows you to broadcast e-mail to customers to advise of agreement or warranty expiry, send newsletters, issue model recalls, advise when next service is due and more...

Response Tracking

Response tracking is now provided at various levels. Special response times can be set at customer level, by service level agreement, by severity of fault or based on the equipment being serviced or a combination of these.


The Monitor program can function in the background to automatically advise users in the system in advance of any upcoming mile stones such as follow-ups or alarms. Events such as sending e-mail reminders to customers when parts are on back order, or a job is overdue starting, can be pro actively generated.


Set-up projects that include jobs, agreements, quotes, and preventative maintenance, and view the project totals or individual totals for each document type right down to phase level.

Warranty and RMA's

Create Return Authorisations for customers or vendors/manufacturers that include material requests, shipping information, vendor information, fault information, equipment details, advance rotation, notations and more... Set-up Warranty agreements for manufacturer's, and process warranty claims to those manufacturer's. Multi currency capable.


Jobs can inherit budgets from quotes on creation, or budgets can be set-up individually at various levels within a job. Original and moving estimates are stored.

Help Desk

Fault Analyser which is basically a help desk and registry consists of three components, Symptom, Fault and Solution. The Fault Analyser can be accessed from the Desktop, within Jobs, or from Job Manager. i.e. anywhere in the system. Full Import/Export facilities are available allowing the import of Manufacturer Codes etc. Attach references such as URL links, files, E-mails and use the powerful search engines to immediately identify a problem and its associated solution's.