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SVCONTHEGO is a completely integrated field service management software. It optimized your accounting, back office, and mobile systems so your servicer enterprise can work more efficiently and achieve greater profitability.

To learn how to get the most out of your SVCONTHEGO system, continue reading this user manual.

Contents

  1. Setting Up SVCONTHEGO
  2. VIP Dashboard
  3. Search and Manage
  4. Dispatch
  5. Invoice
  6. Equipment
  7. Agreements
  8. Reports
  9. Mobile

Setting Up SVCONTHEGO


After you have pulled data into your SVCONTHEGO software from your ERP system, you will be taken through the Setup Wizard. The Setup Wizard will walk you through the initial setup of the Financial, Equipment Tracking, Transactional items, and Operational Items that will be needed to allow you to begin utilizing your SVCONTHEGO system.

VIP Dashboard


Service optimization is key when you need to be able to schedule and complete multiple service calls in multiple locations in the same day. It allows for more jobs to be done in a day while lowering costs and increasing profitability. Productivity increases when less time is spend digging for customer date, having to make additional stops for parts, and invoicing completed jobs is automated. Customers as well as technicians love well-planned, fast services.

Search and Manage


The search feature is used to filter records. 

Customers - Search and edit customer records.

Site Management - Search and edit site records.  

Jobs - Search and edit job records

Equipment - Search and edit equipment records

Company Reps - Search and edit company representatives, such as Salesperson, Account Managers, etc.

Contacts - Search and edit Customer and Site contacts.

Dispatch


Unlimited customizable Call and Dispatch boards provide the ability to manage jobs. Customizations include Grid Format, Record Filters and Color Display, Filter by Chain, Customer, Priority, Salesperson, Servicer, Service Type, Status Code and Job Type. 

Call Central - Provides a list of jobs in a customizable grid format. 

Dispatch Boards - Provides a list of jobs by Month, Week or Day.

Unlimited Work Orders

Unlimted Dispatch Cards

Invoice


Invoice jobs, agreements, planned billing and post deferred revenue transactions.  Post invoices to ERP solutions.

Batches/Search - Manage invoices with SOTG's Batch Management system.

Schedule Planned Billing - Easily create Planned Schedules invoices. 

Deferred Revenue - The Deferred Revenue Register creates a general ledger register to post deferred revenues to an ERP system.

Invoice Print - Print and email Invoices.

Invoice Posting - Post invoices to an ERP system.

Equipment


Never lose track of equipment data or locations.  Use the Equipment option to manage equipment data.  

Equipment - Search and edit equipment records

Agreements


The Agreements features are used to manage, bill and renew contractual arrangements with customers. Each agreement links to a single customer's accounts receivable record. Multiple sites can be covered by one agreement. Agreements can include Planned Maintenance Schedules for each site that can be used to create recurring jobs. 

Agreement Management -

Agreement Schedule Planned Billing -

Renewal Processing -

Deferred Revenue Processing

Planned Maintenance


The Planned Maintenance feature ...

PM Schedules

PM Processing

Reports


An unlimited number of service management reports can be generated from the SOTG reporting system. SOTG includes many predefined reports, which can be filtered by specifying the sort order and selection criteria. 

Service Job Transaction Detail - Provides a report of job transactions.

Service Job Profitability - Provides a report on profitability by job. 

Service Job Work Order Profitability - Provides a report on profitability by job work order. 

Service Equipment Profitability - Provides a report on profitability by equipment. 

Service Tech Profitability - Provides a report on profitability by servicers. 

Agreement Profitability - Provides a report on profitability by agreement. 

Planned Maintenance Projections - 

Dispatch Card Print - Prints a copy of a Dispatch Card

Field Service Ticket

Equipment Used Where? - Provides an Equipment report by Job and Location.

Mobile


The mobile module is used by technicians to view, edit and create job records in the field. 

Mobile Call Board

Mobile Job Interface

Work Order View

Transaction Entry - Labor

Transaction Entry - Materials

Transaction Entry - Other

Job Notes

Map

Upload

Equipment

Timer

Job Close

Job Review

Job Post

Job Add

Global Change

Summary Report

Audit Report