Service Manager Professional service,

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• Service ManagerProfessional service,
• Preventative maintenance,
• Equipment management,
• Contract/agreement admin,
• and Job Cost solutions

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About Technisoft

• Technisoft founded 1987 over 25 years ago
• Highly focused and qualified RD team
• Best development practices applied
• Worldwide distribution support structure
• Endorsed Supplier to Sage globally
• Sage 300 ERP Endorsed Development Partner

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Markets and Customers

• Consumer electronics, IT T, PABX, networking
  h/w.
• White goods, including AV equipment, commercial
  capital items.
• Mining, plant infrastructure.
• Jobbing (e.g. Engineering).
• Heating and cooling, commercial HVAC, industrial
  security.
• Pumps, motors, generators and other heavy
  equipment.
• Facilities management, commercial services.
• Service and maintenance contracts.
• Over 3,800 US Standard Industry Codes and
  vertical solutions supported by Service Manager.

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Some Customers
russellfood.ca
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Integration to Sage 300 ERP
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Integration to Sage 300 ERP
Customer Portal
Employee Portal iPad/Android tab
PO Add-On Pacific PO Workflow
Field Connect VMmobile/Meters
Avalara Tax
Advanced Scheduling
Sage Alerts Workflow
Sage Inventory Advisor
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Major functions include
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Jobs/Work Orders

• Document types includeJobs Sales
  OrdersQuotesTemplatesRecurring jobsHistoric
  jobs
• Priority levels
• Multi-level document structure Projects/Jobs/Phas
  es/Sub Phases/Task Activities
• Provides complete financial informationEstimate,
  actual and varianceWork in progress

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Jobs/Work Orders

• WIP Recognition Methods Completion or Billings
  and CostsMatch revenue and expenses

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Jobs/Work Orders

• Totals, budgets, profitability

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Jobs/Work Orders

• Service CentresGeographic or Internal
  DivisionsUnlimitedRenumber documentsGL segment
  overrideDefault inventory locationLock
  employees to a Service CentreService Centre
  default work location - On site/At Service Centre
  (Tax Group aligned)

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Jobs/Work Orders

• Accounts Payable IntegrationAdd expenses
  directly to a job

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Jobs/Work Orders

• Unlimited Statuses
• Workflow
• User Control Security
• Define actionsInvoiceCost OnlyCredit
  NoteAllow Copy

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Jobs/Work Orders

• Track AuditsLogs track from - to, when, and
  which user made the change.

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Job Features

• Powerful notation functionUnlimited textGeneral
  critical warningsCustom fieldsFollow-ups
  Attach Files and ObjectsEmailInclude on
  Posting

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Create Jobs Easily

• Jobs can be easily created fromQuotationsTemplat
  esOther jobs
• Transactions includeLabor allocationParts/Invent
  ory issuesPurchase requisitions/ordersPurchase
  order workflow and approvalSub-contractorsStanda
  rd chargesBurden and overhead allocation

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Reports

• Print various forms and reportsOver 80 standard
  reportsJob cards/Work orders Picking
  slipsInvoices and credit notesQuotations and
  customer confirmationsJob detail reportsLabour
  utilizationSchedulingCustom user defined
  reports
• Use Crystal Reports, Sage Intelligence, Other

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Time Entry

• Enter time fromSmart phonesiPad/TabletsBrowser
  Desktop
• Check totals
• Approval process
• Payroll import
• Time Recorder
• Time Manager

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Employees

• Track employees related informationCost and
  billing ratesSkills recordedLinked to work
  group(s)Commissions trackedWork history
  retainedBillable and non billable timeLabour
  utilization/performancereportingLoading GL
  Segment override

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Equipment

• Models
• Meters
• Preventative Maintenance
• Faults
• Agreements
• Jobs
• Rentals / loan equipment
• Returns (RA/MRA)
• Refurbishments
• Management information

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Equipment

• ModelsManufacturerInventory mappingCustom
  fieldsMaintenance trackingMeter
  trackingComponentsAccessoriesDocument
  storageFault historyModel parts list

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Equipment

• EquipmentInherits model basicsSerial numberLot
  numberInstall dateLast/next service dateLogged
  dateWarrantyMetersMaintenance Custom
  fieldsComponentsLife cycle history GL segment
  overrideDocument storage

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Advanced Maintenance

• Maintenance ScheduleUp to 15 levelsCross level
  dependencyOne off processingMandatory or
  optionalCreate job or invoiceAutomated
  activationUse templatesInstructions on jobsPre
  allocate resourcesChange options to set next or
  previous run date
• 3 steps Create a PlanSpecify Condition/sSpecify
  Task/s to perform.

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Advance Maintenance

• Maintenance TypesSite/Equipment
  maintenanceModel maintenance (Publish to
  equipment)
• Conditions/TriggersFrequency or schedule
  based(daily/wkly/mthly/yrly)Meter or date
  basedInterval basedSite/Equipment
  conditionalPredictive maintenance
• Task ActivitiesCheck proceduresNumeric
  measurementsText inputQuestionsMulti choice
  list

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Advanced Maintenance

• Determine Inventory Requirement lists by period
  or date range.
• Order parts in advance so they are available for
  scheduled jobs.
• Obtain volume pricing discounts.

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Advanced Maintenance

• Advanced Maintenance ProcessSetupEnter meter
  readings if requiredPost Calendar to
  WorksheetsPost worksheets to jobsComplete
  tasks and activities in jobsView statisticsView
  profit , totals for period or year
• Maintenance Cycling allows a repeat ofa cycle at
  a particular point.
• Maintenance conditions can be based on task
  completion date

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Advanced Maintenance

• Graph Task Duration per period.
• Compare estimated hours to actual.

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Equipment

• MetersMultiple meters per equipmentUser defined
  quantity typeLast and current readingsUsage
  readingLinked to planned maintenanceReading
  schedules automatedFull history of metersApply
  take on valuesPropagate Master Readings to
  Components

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Equipment

• Equipment FolioList all equipment at a site
  byModelSite locationEquipment IDAgreement
• Transfer Equipment
• Add new equipment
• Search
• History
• Life cycle costs/revenue
• Replacement / Refurbishment

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Agreements

• Agreement types includeMeter agreementsWarranty
  agreementsSite agreements
• Multiple agreements per customer
• Multiple sites per agreement
• Multiple equipment per site
• Covers labor, parts, contractors and other
• Integrated to Scheduler, Employee Web Portal,
  Field users

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Agreements

• Common agreement functionsAgreement
  statusPeriod of coverReview dateCover
  (labor, items, )Warnings ( of revenue)Usage
  contracts (hrs/points)NotationsUser defined
  fields

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Agreements

• Common agreement functionsRevenue to dateCosts
  to dateAgreement profitabilityFull
  historyDetailed transactionsJobs allocated
  automaticallyUser defined reports
• PlansPrice listsHours of coverSpecify
  parts/services to coverEscalation

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Agreements

• Agreement view by Bill To Customer

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Agreements

• Agreement setupUse the agreement wizard to
  easily create new agreements

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Agreements

• Meter agreementsEquipment basedPeriodic
  invoicesBased on meter readingsInvoice usage
  and parts/laborUser defined formulaeMultiple
  meters can be usedAutomated meter readings

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Agreements

• Warranty agreementsManufacturer/Vendor/Supplier
  basedChoose by model or equipmentAutomated
  claim managementClaims created from jobsClaim
  on cover or cost valuesClaim all parts, labor
  and other

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Agreements

• Site agreementsCustomer basedInclude equipment
  by siteRecurring chargesAnniversary or
  scheduleMultiple billing linesRevenue
  amortizationAutomated invoicingConsolidated
  invoicingOne off charges

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Return Authorizations

• Manage return authorizationsCustomer RAsVendor
  MRAsUser defined statusMultiple equipment or
  parts per RAJob or non job basedPrint
  receipts/returnsCustom formsHistory tracked

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Return Authorizations

• Track the process From customerExpectedReceived
  ReturnedTo vendorReturnedExpectedReceived
• Multiple Shipping documents

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Faults

• Knowledge Base
• Quick access to information
• Linked to models
• Easy fault search
• Updated from jobs
• RecordsReported ProblemSymptomsFaultsSolutions
  
• Import/Export

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Faults

• Solutions linked toAttach documents, objects,
  URLsBilling templates for jobsSkills required
  for repairDegree of difficultyCustom
  fieldsNotations
• Full fault history
• User defined reporting

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Offline Mobile Solution

• Requires a central MS Windows Service to be
  installed
• Runs on Windows notebooks and surface tablets
  only

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Field Connect (Online)

• Device independent Supports all current smart
  phones or tablets, Apple/Android/Blackberry/Window
  s 7/8
• Developed with MS .NET MVC jQuery Mobile
  HTML5Consists of a Web Server connected to the
  Sage 300 ERP system
• Multi- Company support
• User authentication - security
• Supports dispatch notification

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Field Connect

• The framework can be applied to OE, IC, or any
  Sage 300 ERP module.
• Customisable -gt consulting opportunities
• Time entry centric
• Add labour travel and miscellaneous services
• Click address to load Map and get directions
• Click contact telephone to auto dial

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Field Connect

• Search by Date, Site, Serial Number,Design your
  own Searches
• Edit existing jobs from the field
• Update Status or Priority
• Select Phase, and Equipment working on
• Management view to see all jobs
• Fully integrated Service Manager
• Fully integrated to Advanced Scheduling

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Field Connect
Login Authentication Home Menu
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Field Connect
Daily Schedule Weekly Schedule
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Field Connect
Create/Edit Appointment Create/Edit
Actual

• Time entry
• Record time
• Labour, Travel
• Non-job related time
• Billable vs non billable

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Field Connect

• Items
• Sage 300 ERP Inventory
• Finders
• Locations
• Price override
• Cost Only
• Edit description
• Edit Category

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Field Connect
Job/Equipment History Insert Notations

• Upload photos or files
• Download files from server
• Include on invoice

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Field Connect
Step 1 - Sign Off Step
2 - Customer Signature
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Field Connect

• Create new job from Template
• Add equipment
• Assign yourself to a job
• Copy notes from Template

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Field Connect

• Use Knowledge Base to resolve problems
• Add symptoms, faults, solutions from database

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Field Connect

• Return to most recent jobs quickly

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Field Connect

• Add new tasks
• Complete existing tasks activities

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Field Connect

• Transfer equipment from the field from site to
  site or site to in-house.

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Field Connect - Advanced

• Job Tree View/Add/Modify/Delete Details

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Field Connect - Advanced

• Job Tree Details/Edit

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Field Connect - Advanced

• Job Tree Filters - Filter lines by Held,
  Complete, Assigned
• Full item edit of existing lines. i.e.
  add/modify/delete

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Field Connect

• Job Details
• Meter readings
• Equipment information
• Warranty details
• Agreement status

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Field Connect

• Coming soon
• Email/Print invoice PDF
• Change Bill to
• Offline (Being reviewed)
• Employee appointment receipt acknowledgments
• Consolidate Invoice (Being reviewed)

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Employee Portal

• Browser based
• Runs in Sage CRM or standalone
• Field engineers and general staff canView and
  edit jobsCreate new jobs or quotesAdd
  notations, upload files, download filesView
  custom fieldsView equipment or site
  historyCheck warrantyAdd parts/services

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Employee Portal

• Field engineers and general staff canAdd Time
  entriesEnter parts serial/lot numbersAdd POs
  / RequisitionsTake signaturesRead
  reportsComplete jobsRaise invoicesPrint
  quotes, job cards/work orders

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Employee Portal

• List jobs the employee is assigned to
• Employee dashboard or management view

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Employee Portal

• Manage documents
• Full access to Document Entry

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Employee Portal

• PrintInvoices and credit notesQuotationsWork
  orders/job cards

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Employee Portal

• Signature E.g. customer approval of work

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Employee Portal

• File upload/download E.g. photos from field

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iPad /Android/Win Surface Tablet supportAdd
Time Entries
Employee Portal
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Employee Portal

• Sage CRM integration includesOpportunities
  (promote a quote to a job)Cases (promote a case
  to a job)Workflow

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Customer Portal

• Customers canLog job requestsFollow status of
  job requests through to completionCheck their
  site and equipment historyCheck billing
  historyCheck agreement/contract
  informationCheck preventative maintenance
  schedules, tasks and activitiesPerform
  equipment, model and site searches

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Customer Portal

• Dashboard showsMy RequestsMy Equipment
• View requests create new request
• Equipment, model and site search

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Customer Portal

• View and edit job requests

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Customer Portal

• Equipment FolioEquipment, site, purchase,
  warranty, history and billing detailsDocument
  requestsMaintenance tasks and activities

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Customer Portal

• Equipment MaintenancePosted to job, awaiting
  posting to job, next maintenance due, future
  maintenance

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Customer Portal

• General site or specific equipment request

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Customer Portal

• Search optionsEquipment, model and site
  searchFilter and group as required

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Request Manager

• Manage, review and post customer portal requests
  to jobs
• Conduct live chats
• Email responses

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Request Manager

• Turn customer requests from the internet into
  jobsFull access to desktop job functions

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Advanced Scheduling

• Outlook style Calendar
• Job List view
• Supports 3 Resource Types Employees, Internal
  Equipment, Contractors
• Route and map functions using Google Maps
• Sync Outlook
• Print calendar, job list or schedule

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Advanced Scheduling

• Colour by, Job Type, Status, Priority, Zone,
  Service Centre, Customer, Agreement...
• Retrieve actuals
• Employee Jobs and hours displayed
• Sync Outlook Calendar
• Copy/Paste appointments
• Appt. deletion security

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Advanced Scheduling

• Dispatch Alerts, Notifications, Colour by

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Advanced Scheduling

• Powerful Summary screen to determine
  availability/utilization
• Block reschedule entire days

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Advanced Scheduling

• View actual time as well as complete estimate
• Job Managed By available as tooltip option
• Appointments with Zero time now display. E.g.
  assigned but no appt.

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Advanced Scheduling

• Supports Google MapsCreate and modify Job
  routes. Print Job Cards, Maps, Directions
  Customise column headers in Route view

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Advanced Scheduling

• Find, Reserve and Book Resources Time Line view

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Advance Scheduling

• Find, Reserve and Book Resources Calendar
  viewFind appointment by job, site or appt.
  number

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Advance Scheduling

• Print or email an Employees Work Orders for the
  day.
• Include Task Lists.
• Forms can be fully customized using Crystal
  Reports.

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Advance Scheduling

• Print Daily Appointment Listing.
• Add or remove additional details as required.
• Plot time line so employee can see when they are
  scheduled to be on site.

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Fling-It

• Outlook Add-in
• Connects using Sage 300 ERP Views and/or Direct
  SQL
• Uses Sage 300 ERP Finders
• Connects to any SQL database, X3

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Fling-It

• Customize Layouts and view packets to build your
  own solutions (Great revenue earner).
• Completely customized searches and content
• Interfaces to Report Manager

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Report Manager

• Report Managerreplaces SAPCrystal
  Reportinterfaces with powerful interfacesthat
  you can customize as wellas schedule your
  reportingrequirements
• Create unlimited report parameters
  Automatically extract existing SAPCrystal
  Report parameters,add Sage 300 ERP finders, text
  fields, dates, drop-down lists andcheck boxes.

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Report Manager

• Create unlimited report groupingsGroup your
  reports by what to run, like General Ledger,
  Accounts Receivable, Inventory Control etc. Or
  when to run, like end of day, week or month.
• Security OptionsControl who sees and printseach
  report.
• Report Manager has been written into the Sage 300
  Views and works with any Sage 300 Core and
  custom reports
• Reports are stored in tables on a per Sage 300
  ERP company basis with full import/export,
  dump/load abilities

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Report Manager

• Reports can maintain more than one schedule at a
  time, each with their own pre-set parameters.
• Email schedule reports.
• More than 1 user at a time can manage the
  reports in ADMIN mode so locking of reports
  during editing is managed at the report level
  rather than at a system wide level

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Sage Alerts Workflow

• Define a query / use Event Pack supplied
• Determine events that use that query
• Set frequency of check
• Email, SMS, program alert

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Sage Inventory Advisor

• Sage Inventory Advisor is an affordable cloud
  solution that helps companies reduce excess
  inventory and free up working capital while
  minimizing stock-outs and increasing revenue.
• Sage Inventory Advisor can now consider your
  Service Manager Inventory based sales history
  activity data.

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Avalara Tax Calculator

• State what the Tax Group is. If the customer
  (Job) uses that Tax Group it calls the Web
  Serviceto obtain the latest taxcalculation
  online. If not the normal Sage 300 ERP Tax
  calculation will apply.

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• Contact details
• Visit our website www.technisoft.com
• Email us at technisoft_at_technisoft.com.au
• Call us on 61 7 5554 5844Exceeding your
  Expectations