Sage Evolution Service Manager Module

Sage Evolution Service Manager is a fully integrated Service Management solution for Sage Evolution Accounting and ERP.
Businesses that need to schedule and manage the servicing of assets are ideally suited to make use of the Service Manager
module. The Service Manager module caters for the rental and servicing of assets for customers. Service Manager also caters for
the in-house servicing, repair and maintenance of assets in capital-intensive industries such as agriculture and mining.

Key Features and Benefits
• Effectively manage and customise customer service contracts with escalations and Service Level Agreements (SLAs).
• Schedule services or bill customers based on counter or period configurations.
• View asset history with regards to tasks scheduled, stock issued and technician timesheets.
• Track service asset warranties and service histories.
• Track the profit and loss on each task by integrating with Sage Evolution Projects.
• Manage technician schedules with the module’s calendar style scheduler.
• Reduce paperwork by automating and managing service requests and service tasks.
• Process consolidated invoices.
• Report on and control all of the costs associated with servicing your assets.
• For each service asset model there is a Knowledge Base that can be populated with error codes specific to the model.

Administer Service Contracts
With Evolution Service Manager you can effectively manage customer Service Contracts and Service Level Agreements (SLA’s).
Contract Templates can be setup with special pricing for spares and technician rates as well as specifi c periodic billing rates
for various SLA’s. The Contract Matrix allows for a Start and End date which prevents users from processing against expired
Contracts. Contracts also have a Review Date which can be reported on to prevent Contracts from lapsing.
Automate and Manage Service Requests and Service Tasks
The Evolution Service Manager gives you full control over managing Service Requests and their associated Service Tasks
automatically generating Service Requests from Service Schedules. Track the progress of various Service Tasks via different
Statuses, Resolution Codes and Priorities. If there are multiple Service Tasks for a particular Service Request, these can be
invoiced collectively via the Consolidated Invoice. This reduces paperwork and allows for the generation of a single invoice.