Key Contact Information on Clients.
All Key Data cross linked to other related Modules.
First Area for Data Input.
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This module includes general information
on each of your clients, including contacts,
billing and accounts details.
Sites and Contacts are two key sectors
within this module.
Standard Charge Rates can be set and
assigned to individual clients.
Access to Site History and storage of
Past Clients is also within this module.
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All Site and Job related Data.
Key Module used extensively.
Includes dedicated Dashboard.
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This module is the keystone to opsmanager.
All job data is entered and recorded here from every
level of your business. From Accounts to Site Technicians
and Customer Service, they all refer to the data within here.
As such there is a dedicated Dashboard for this module
that highlights: Jobs to date, Job Type Breakdown,
Quoted and Invoiced Amounts as well as
Average Service Call Times. At a glance you can see
how all jobs are tracking. Key Data is also extracted
easily for sending to print, email or SMS.
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Records Labour Rates for Staff and Contractors,
Parts and Equipment Costs and Charges.
Personalise Charges for each Client.
Includes dedicated Dashboard
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Another key module within opsmanager.
All quote details, labour estimates and extensive parts
and equipment lists are recorded here.
The data is easily extracted into formatted quotes for
client and internal uses. You can customise the quote
template with your corporate image and to suit
your preferences. Key data here is linked to the Jobs
module for invoicing.
There is a dedicated Dashboard for this module
that highlights: Quotes total to date, Quote Conversion ratios,
Quote Component Breakdowns as well as Average Quote
to Invoice Accuracy. At a glance you can see
well your estimating is linked to actual final jobs.
Key Data is also extracted easily for sending to print or email
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Specific Data relative to each Contract.
One-stop Record of Terms and Conditions.
Includes dedicated Dashboard.
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More detailed information on each of your contracts
is stored and accessed in this module from opsmanager.
Client details, Contacts, Frequency of work, Equipment used,
Maintenance Schedules, are all here.
A dedicated Dashboard for this module highlights:
(various information that you’ll have to supply) as well as
(a key dashboard item).
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Records Sales, Rates and History.
Interlinked heavily with Jobs and Quotes.
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A ready reckoner for all your suppliers. Record your sales,
rates, history, and issues with equipment, parts and service
that is outsourced. Supplier rates are interlinked with data in
Jobs and Quotes modules too.
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Handy Reference Point for all Information.
View Standard Reports.
Create your own Customised Reports.
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Accessible from the main menu Reports is a handy reference
point for all standard operating business information.
You can view Purchase and Stock Control, Time Sheets,
Client Payments - Financials, Maintenance Scheduling,
To Do List and create your own customised reports.
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Vary Access across Staff.
Unique Login and Password structure.
Sensitive Data Protection.
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opsmanager is highly flexible with access controls.
You can create various levels of access for different staff
to view or edit information. Each staff is given their own
login and password that the software recognises.
Only data accessible by that level is shown. This means
some dashboard items or module information isn’t visible
when logged in at that level. Sensitive data is kept protected.
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