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Service Order Billing
Davisware Service Order Billing is the heart of your service business to making your service-to-cash cycle the quickest and most efficient it can be. This module takes all of the data that has been entered, whether from the field on PDA’s, on GPS devices on trucks, from timesheets posted and allows you to turn it into money. Our sophisticated pricing structure allows you to set up pricing how you price it, not the other way around. You are able to set up pricing structures based on customer or customer type, based on service type or employee and many other ways and combinations. Because GlobalEdge Service Order Billing is fully integrated with purchasing and inventory, the parts are where they need to be, when they need to be there. Pricing and costing is correct, without chasing the information down after the fact. Data up-front and right the first time helps you to reduce your costs and improve your customer satisfaction by getting the paperwork right the first time.
  • Completely modular & menu driven.
  • On-line help system.
  • Divisionalized accounting.
  • Ability to print Service Invoices for technicians prior to Service Call.
  • Optional on-line billing either by dispatcher at the time of completing the call or by the technician via portable computer.
  • Complete integration with Customer Master, Inventory Management, Service Agreements, Accounts Receivable, Payroll, and Service Dispatch.
  • History records are created as a part of the invoicing function.
  • Optional printing of history within invoicing function.
  • On-line credit verification of customer's credit limit and credit terms.
  • Complete audit trails of all accounting transactions.
  • By generating the invoice, the accounts receivable is updated, any inventory is transferred, cost is applied to the history file, the history file is created, the timesheet is created with the option to interface to payroll, and the service agreement is updated (if applicable), all in one step.
  • Plain paper invoice form available.
  • On-line display of inventory levels for current warehouse and all warehouses.
  • 10 user defined data fields within the history file.
  • Ability to print only service invoices that are new in bulk based on Print/Reprint flag.
  • 4 additional charge fields per service call type.
  • Flat rate pricing of labor & materials.
  • Compatible with Callahan & Roach flat rate pricing.
  • Ability to charge sales tax on additional charges.
  • Ability to place charges on account, check, cash, Visa, Master, Discover during entry of service ticket.
  • Unlimited lines of item memo or ticket memo.
  • Ability to sell merchandise from multiple warehouses within the same invoice.
  • Automatic calculation of labor rates, including trip charges, based on employee activity.
  • Service Call Type determines labor rate, making non-billable calls as such automatically.
  • Accounting determined by the Service Call type.
  • Unlimited different Call Types.
  • Service type defined additional charge fields.
  • Minimum percentage sale pricing for non-stock merchandise sales based on service type.
  • Ability to change price level on items sold based on call type or customer master.
  • Automatic billing of varied labor rates for regular, overtime and double time calls.
  • User defined memos on service invoices.
  • Taxation calculation based either on customer tax code or warehouse tax code.
  • Ability to change charge rate based on activity.
  • Mandatory entry of Service Agreement number on Service Agreement call types.
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Davisware.
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West Dundee, IL 60118
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