Everest Service

I want to include the cost of time spent by my technician in servicing a piece of equipment.

Everest allows a service item to be set up as a non-inventoried item, and computes the cost of time your technician spends on services for a customer. For instance, you can create a service item called "Technician's time", enabling you to capture and invoice the cost you had incurred on the technician or contractor assigned to the job. Everest will take this into account while computing the total amount due from the customer. Or, if the charges for a service job are a mark-up on how much you pay the contractor assigned to the job, you can opt to change the item type to service on the invoice and select cost as a percent of the selling price.

I would like to assign tasks to my technicians and set deadlines for their completion as soon I receive a service order.

When you receive a service order, you can create and assign tasks to your technicians as soon as you create an order in Everest. You can make notes pertaining to each task and set a deadline for its completion. Everest can also remind you and the technician on the completion dates and allows you to monitor status and progress of the tasks related to a particular order.

I would like to clearly segregate the types of service orders I receive.

Everest offers the facility of grouping the service orders you receive for easy reference using various document aliases. For instance, you can distinguish a service order from a sales order by creating an alias called Service Order, and if you want to further distinguish between the various service orders you receive, you can easily do so by creating more aliases - for instance, Repair Orders, Maintenance Orders, etc. This way, all service orders can be more easily tracked and retrieved. For instance, your accountant might want to track sales invoices generated by your training department. He/she can easily do so by creating an alias called "Training Invoice" and grouping all relevant invoices under this heading. This facility is of great help to business owners for monitoring the performance of various departments, including service.

I would like to keep better track of items received for service or repairs.

Everest enables easy creation of service orders for products received for servicing. When the work is completed, you can bill the customer by quickly converting the service order into an invoice. Everest also automates the creation of various documents involved in the processing of service orders -- from the time the item has been received to the creation of an invoice. If the item has a serial number, extensive tracking information is available to view status and history information.

I would like to track time spent by my technical support staff on calls to customers.

Everest is designed to handle technical support calls with ease. When a customer representative receives a call, he/she records the customer's problem and then assigns it to a technician through Everest's Contact Manager capability. The notes attached to the service order enable the technician to readily grasp the issue and when he/she speaks to the customer, notes of the conversation can be entered and the sales order timer used to record the time spent on the incident and charge the customer accordingly.