Custom Solutions
- Introduction
- Advanced Reporting
- Auto-Email
- Bundle Management
- Contact Manager integration
- Courier integration
- Customer-specific Pricing
- Document Digital Signing
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- Exchange Rate Lookup
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- QuoteWerks TechData (C2000)
- QuoteWerks PO Tracking
- Repair Management
- Resource Management
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- SalesForce & Pegasus Opera
- Servicing Management
- SugarCRM & Roster Manager
Product Servicing Management solution
For use with: Stand-alone
About the User: This project was commissioned by a client who sells,
installs and maintains fire equipment (alarms and extinguishers) business-to-business.
Due to the nature of the equipment, much certification is required and servicing
completed needs to be current.
Project Brief: To update their existing solution which had been
built by a now retired developer to resolve several issues and so supported on new
and 64-bit operating systems. The system itself helps to manage the
lists of various products that a customer has bought and replace the previous
very paper-based system.
Features:
- Customer and Product management.
- Recording service schedules and certification expiry dates.
- Printing certification and service schedules for engineers.
Benefits:
- Efficient and accurate central management of all customer details.
- Replacement of the previous very manual, paper-based system improving office-based staff efficiency and productivity.
