You have the option to track the GPS locations of mobile service techs.You must have activated the “Store GPS Tracking Data” option in the Tech Tracking configuration in order to use this feature.
You may access the tracking info for a tech via the GPS Tracking Tab of the Technician Manager portal. The GPS Tracking Tab shows a map of all GPS positions recorded for a technician during a day.
When you access the tab the map will show positions for the current date. The route is sequenced by the time stamp for each GPS position record. You may view history for other dates by changing the date field and pressing the Update button. You may also enter select a Starting Time to include only positions from that time forward. You may click on any icon point on the route to see the time and address for that point.
This system allows your service technicians to record time events throughout the work day to account for time spent on service work, travel, meals, etc. The Time Tracking feature also provides:
- The ability to specify that multiple techs are working on the same service order so that time is recorded for all the related techs from a single portal.
- The option to automatically generate service order line items to account for technician labor cost on each service order (see related feature description).
- The ability for management to review current and past time tracking data for each tech.
TWIC (TaskWise Internal Conversations) is an extensive technology add-on for SouthWare TaskWise™ that allows you to easily and securely communicate with other SouthWare users in your company without relying on external texting, messaging, or e-mail services. TWIC also allows you to have ongoing online discussions with different teams or the entire company.
With the File Access Search Table (FAST) feature you may create new index keys to enable faster ReportMate reports. A FAST index key gives you similar capabilities to the standard alternate key fields for a SouthWare file. When you create a ReportMate report and use an index key as the first range the report will process much faster because the report reads only the records that match the index key. This is typically needed only on files with a large number of records, and tests indicate this can result in reports that run 5 times faster than the same report without an index.
SouthWare has released platform 16 and we are scheduling client upgrades starting in August. If you are interested in upgrading your system, please contact us as soon as possible to get on the schedule.
The Service Order Close Portal creates a central point to see open service orders, review status, edit and close service order for billing.
This is a great tool to stay on top of billable services and minimize time to cash for service billings.
The Cash Flow Bank Deposits feature enables you to accurately record the date when cash or checks received from customers are deposited into a bank account. This is helpful in bank reconciliation because you can control when a payment is considered “deposited” regardless of the date you received the payment. For example, if you receive payments on Friday that do not get deposited until Monday, you can specify the cash/check deposit to be a Monday deposit.
The PO Planner Portal allows you to make PO buying decisions with integrated access to all the related info available in the system. You may review inventory items that need to be purchased and interactively edit the suggested quantities in the PO work file. As you work you see the estimated total cost amount for items purchased and you may zoom to the details of past purchases, sales trends, and other info to help you make good buying decisions.
The PO Approval Portal allows you to easily review and change the approval status of purchase orders.
This portal shows pending POs and allows approval/rejection. It also shows rejected POs that have not been canceled and allows you to return them to pending status for further review.
Easily upload files to your SouthWare server as Note Attachments!
With this feature you may take any file accessible from your local computer and make it available as an attachment that will be available to other SouthWare users. Image snapshots, PDF files, spreadsheets, documents, etc., on your computer can now be instantly attached to related SouthWare records.