Sage 100 Contractor Product Book Sage 100 Contractor Product Book | Page 21

Technician
As a service technician, David used to feel like he was working on an
island. When he got in his truck and headed out to a customer site, he
was isolated. Disconnected.
David would have to call Bob, the
company’s service manager, numerous
times throughout the day to check in,
saying he was headed to a job, he was
at a job, he was leaving to get a part, it
was taking longer than expected, the job
was complete, and so on. Even more
frustrating—when a work order changed,
he wanted to know how it would impact
the rest of his schedule. It was not easy
for David to get answers right when he
needed them.

Staying connected in the field.
Today, utilizing Sage 100 Contractor
Service Management through a mobile
service app* keeps David connected to
the right information and the right people.
Gone are the constant back-and-forth
phone calls to the office. Using his tablet,
David exchanges information with the
office about where he should be and what
needs to be done on this job and the next.
It’s critical for David to have a clear
understanding not only of today’s work
but also what was performed previously.
The last technician may have suspected

a different issue. Before he meets with
a customer, David can pull up the work
order with the customer’s account
history on his tablet and read a previous
technician’s notes. Now he is prepared to
address the issue at hand and can avoid
repeating the same work as before.
Streamlining purchase orders and
inventory.
In some cases, David may need a part that
wasn’t provided by the warehouse. Sage
100 Contractor enables him to promptly
acquire a purchase order number from the
bookkeeper—without a trip to the office.

Learn more at: www.Sage100Contractor.com

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