View PDF | View Demo

SERVICE DIRECTOR

Streamlined, intuitive work order and service management

TRAVERSE Service Director is a comprehensive work order and service management system equally well suited for your on-site, depot or internal company needs. Developed in Microsoft Access, Service Director is designed for a wide range of businesses including installation, repair, maintenance service, manufacturing, and construction companies. Developed as a tiered system utilizing 100% Microsoft technology, Service Director allows you to select the product level appropriate for your business needs and budget.

TRAVERSE Service Director’s powerful dispatching capability offers your company unparalleled system flexibility. Quick work order entry and scheduling gives your customers fast, efficient call handling. With Service Director’s work order command center concept, daily functions are quickly and easily accomplished. Flexible customer invoicing for time and materials is available for a single dispatch or a series of dispatches. As with all TRAVERSE applications, source code is available for company specific customization.

Additional Service Director Features:

  • call entry, scheduling, dispatching, parts/labor entry, and billing
  • intuitive, streamlined screens that provide the true ability to enter or update work orders as a call comes in without awkward delays in conversations with your customers
  • work order templates for faster entry of similar content work orders
  • support of multiple work dispatches (on-site service calls) and/or multiple pieces of equipment per work order provides flexible and independent detail tracking of individual dispatches, including various date/times stamps and parts/labor used
  • billing utilizes TRAVERSE invoicing formats and includes journal and posting functions very similar to TRAVERSE Accounts Receivable. Work order invoices are separate from standard Accounts Receivable invoices on journals or postings
  • a single work dispatch can be billed individually, or multiple dispatches can be combined onto a single billing
  • three modes of easy-to-use scheduling and the flexibility to choose the appropriate method on a dispatch by dispatch basis: “Direct”, “Suggest”, or “Scheduling Assistant”
  • view scheduled work orders in a calendar format, with drilldown to details
  • web-based mapping integration for instant single-button access to street maps of customer sites
  • integration to TRAVERSE Inventory module
  • predefined codes for quick standardized entry of labor
  • detailed customer equipment tracking with automatic warranty flagging on work orders
  • cost tracking allows for automatic totaling of parts and labor costs against a work order
  • customer contract tracking with the ability to assign work orders to a contract
  • reprint work orders and invoices from history
  • full integration to TRAVERSE Accounts Receivable, General Ledger and Inventory

Service Director Reports:

Work Order Report
Work Order History Report
Scheduled Dispatch Report
Unscheduled Dispatch Report
Profitability Report
Productivity Report

Click here to see a list of all available TRAVERSE® applications