System Five has a powerful service module (an optional purchase) for equipment sales and service companies. In some industries this is known as Whole Goods Management. We can track an entire piece of working equipment instead of just the parts. When you purchase a new unit (such as a car, motorbike, tractor or truck) it will go into inventory as being owned by you, and you can capitalize the cost. If you add value to the item before selling it to the customer, you can remove the parts from inventory and add value to the product.

The Units Module allows you to schedule work, create Work Orders and assign priorities to that work. For example, a job can be flagged as: urgent, important, service shop, waiting for parts, or completed. You can create up to 16 priorities based on your business and needs. As a work order (service ticket) progresses, you can change the status from one type to another. The service coordinator can then keep careful track of all open work orders and schedule the technicians based upon priority, etc.

System Five can also schedule work, such as monthly or annual service work with pop-up reminders. The system also tracks copy counts, mileage or hours used for each piece of equipment so that you know when service work was done and when more maintenance should be scheduled.
Unit Details Screen
Unit Details

Unit Histories
When you sell the unit, the ownership will change to the new owner and all information will travel with the unit. If a unit has several owners over the years, you will still be able to view the full service history.

Unit Comments
You can customize the unit database system to allow you to track important information to your customers. For example you can create a place to store and retrieve information such as filters, or common repair parts. When a customer calls to order replacements, you can be assured that your staff will have the information available to supply the right goods, thereby improving your customer service and cutting costs from embarrassing mistakes.

Technician Tracking
When service work is performed, you can enter in the technician, record the time taken and also record the billable time. In some cases, your technician may spend much more time than expected, and which can actually can be billed for. This system will allow you to track this and view technician productivity over periods of time.
Capitalization Screen
Capitalising a unit

Service Scheduling
Service work can be scheduled well in advance for each unit, ensuring that you give top quality customer service. These calls can be scheduled hours ahead of time, or months and years ahead for such things as annual cleanings.

Equipment Rentals
System Five can support automatic monthly billings and can support extra charges, such as vehicle insurance-all depending on how you charge.

Specialized Accounting Options
Whole goods are often tracked separately in an accounting system instead of being tracked with repair parts and consumables. In addition, capitalization, service, and repair tickets can be billed to different ledger numbers to give you accurate reporting.

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