Sage 300 Service Manager

Software for Service & Maintenance

Service Manager for Sage 300

Powerful software that cuts through paperwork, reduces man hours, and improves efficiency in critical areas of your service and maintenance business.

Service Management Done Right!

If your company is in the business of providing service, repair, or maintenance, you already know that managing schedules and technicians, maintaining equipment, and keeping your customers happy are all critical to your success.

Using Service Manager for Sage 300 as the technology backbone, Acumen Information Systems can streamline your service operations, give you better insight and control over your business, and improve communication between customers and your organization’s dispatchers, technicians, and accounting staff.

Key Functions

Customer Service

For most of the companies we’ve worked with, customer service is their #1 priority. Service Manager helps you get the right technician to the right job at the right time with these features:

Service Tracking – log calls in one single system so you know everything you need about the customer’s history, their equipment, warranty status, and much more.

Technician Profiles – track skills and certifications so you can match the right field service tech with the right job.

Advanced Scheduling – a visual drag-and-drop electronic dispatch board eliminates messy spreadsheets, hand-written whiteboards, or schedules you’re keeping “in your head.”

Invoicing and Collections

With full-featured work order management functionality, Service Manager provides a complete audit trail of work order tickets that have been signed off by your customer.  It’s quick and easy to provide evidence of job details and hours so you get paid faster – even if your technicians provide service at multiple customer locations.

And when you equip your field technicians with the Field Connect mobile functionality of Service Manager, they can process calls from diagnosis and approval to digital sign off, right on the spot.

Warranty Management

Whether you offer a warranty on your own product or service, or you provide warranty services on behalf of a manufacturer, Service Manager has you covered.

  • Full tracking of warranty terms and expiration dates
  • Track parts and labor rates
  • Manage various manufacturer billing methods and claim documents

Don’t leave revenue on the table due to missed active warranty dates or incomplete claim documentation.

Equipment Maintenance

Your equipment isn’t making money for you if it’s out of service or being repaired during your peak season. To minimize downtime and optimize utilization, Service Manager can:

  • Track equipment age, use, and other details
  • Optimize maintenance scheduling
  • Stagger equipment maintenance to optimize utilization
  • Minimize equipment repair costs
Full Integration with Sage 300
Service Manager is an add-on software suite that works hand-in-hand with the core accounting functionality in Sage 300. Developed by Technisoft (a Sage Endorsed Development Partner), Service Manager has been recognized with 8 prestigious awards including “Product of the Year” both internationally and in North America.

What Service Manager Customers Say

“Service Manager has enabled our company to grow by more than 100% over the past 5 years. As compared to our previous solutions, Sage 300 and Service Manager allows us to be more productive with less involvement. As a single system, it is very easy to see everything at once from billing, to technician work orders, to GL impact in a single application. This is simply something we could never do before!”

Adam Desfosses

President, WildcoPES

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