Sage Timberline Office Service Management

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Sage Timberline OfficeService Management

• Workflow
• David Sexton

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Agenda

• Monthly Reports
• Daily Processes
• Service Agreements
• Questions

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Monthly Reports

• Manage Open Work Orders
• Work Orders by Status
• Time limit for Work Orders
• Filters on Work Order List
• Work Orders in Progress (WIP)
• Accrued Purchases
• Tie to PO Accrual Account

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Daily Processes

• Roll E-cards
• Managing the Dispatch Board
• Close or suspend all calls
• Preventative Maintenance

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Agreement Setup

• Function of Agreement
• Periodic vs Time of Service
• Periodic
• Use when you cant use time of Service
• Use for billing monthly
• Time of Service
• Try to use the majority
• Control revenue match to cost

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Setup Preventative Maint.

• Setup Equipment
• Equipment Profitability
• PM Work Orders
• How to get multiple pieces of Equipment on one
  Work Order

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Questions?