CASH 2010 Service Management Software

CASH 2010 is an integrated and expert system providing a complete solution to streamline service management organisations. With up to the minute information, CASH gives you the ability to provide outstanding service cost effectively, on time and in full – every time.

It is modular, flexible and scalable and with expert implementation consulting and comprehensive support your return on investment is rapid and measurable. The fully integrated design of CASH 2010 eases information flow so streamlining business processes and reducing communication costs. By automating many processes, CASH releases time in the business providing significant administration savings. It is easy to operate with a familiar Microsoft look and feel and customisable reports provide the clarity of information rather than confusing data. Performance, efficiency and profitability monitoring is at your finger tips as it’s an automatic by-product of the process.

CASH 2010 covers every aspects of a service organisation, from the initial enquiry, developing the sale using automated estimating tools and creating highly professional proposals, specifications and quotations, through installation with job profitability measurement, to preventative maintenance cycles and breakdown repairs. CASH builds a database of customers, sites, installed equipment and maintenance schedules.

Service engineers can use the OnCall module which uses PDAs, Smartphones or tablet computers to speed up the whole process and eliminate the delays of the paperchase. The first time fix rate is improved using the service history and parts used. The customer signature is captured and CASH can automatically create and email a copy of the signed job sheet to the customer.

Throughout the entire lifecycle, customer service is improved, SLAs measured and invoices automated resulting in better cash flow. Processes are streamlined, delays and paper eliminated and improved engineer efficiency means more billable work achieved - all of which adds up to a massive competitive advantage.

CASH 2010 integrates fully and seamlessly into SAGE and many other finance systems, meaning not only that you’re always up to date financially but the operational staff need only use CASH and finance systems become the realm solely of accountants.

In summary, CASH 2010 will:

· Transform operational capacity

· Increase profits by expanding your productivity

· Radically improve cash flow and reduce debtor days

· Cut costs by enhancing your efficiency

· Increase customer satisfaction by proving your performance to customers

· Provide a base for profitable business growth whilst containing administrative costs

CASH 2010 is completely scalable so if you’re a small company looking to get organised, you can begin with our Start product, growing businesses will use the Small Business Edition and then scale up to our Enterprise version. As all products share a common data architecture, you never need to worry about compatibility or conversions.

CASH 2010 Service Director : the ‘Core’ module
CASH 2010 Service Director is a complete business management system for service companies which does everything you need to run the business. It handles all Customer, Site and installed Equipment records, Planned Maintenance Schedules and Charges, Service Calls recording, prioritisation, resolution recording, pricing and invoicing. Inbuilt electronic filing cabinet for documents, plans, emails. Unlimited notes and integration to ‘To-Do List’ Reminder Diary.

Customer and Site records
One customer can have many sites, record the information once and it’s available everywhere

Contact records
Keep track of everybody you deal with at sites and head office. Track your conversations, emails, estimates and specifications.

System and Equipment records
Record what’s installed at sites, even down to serial number if required. Set SLAs for response at system level. Track warranty and replacement parts used on service calls.

Maintenance schedules
Allow the system to plan scheduled maintenance month by month. Reserve service engineers time and book appointments with sites if necessary. Generate automated invoices for maintenance and manage payments.

Service Calls
Take inbound service calls and log them, understand time limits to meet SLA, assign priorities and optionally allocate to an engineer. Progress calls through to completion, allocation of charges and invoicing.

Pricing and Invoicing
Create automatic pricing schedules for customers. Produce invoices with minimal intervention so increasing accuracy. Invoice same day as job is complete to improve cash flow. Reduce disputes by attaching copy of Job Sheet with customer’s signature.

Reporting and Query
Comprehensive set of standard reports enhanced by simple user interface into SQL database. All customer facing documents are driven by templates and are tailored by the user to the exact requirements of the business.

Electronic Filing Cabinet
Keep all the documents relating to a customer, site, system or job altogether in one place. Allows everybody in the business to share the most up to date information. Store word documents, spreadsheets, quotes, estimates, specifications created in CASH directly in the Cabinet. Scan external documents and store them safely - plans, diagrams, contracts; anything!

CASH OnCall Mobile Modules
CASH has excellent connectivity for the mobile work force. OnCall sends call information to field engineers, enabling them to record time spent, parts used and a customer signature on their PDAs. Our integrated vehicle tracking shows engineers' locations in relation to sites requiring service. Travelling Sales enables transmission to and synchronisation of sales enquiries on sales staffs' laptops or tablet PCs in the field.
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Invoicing and Accounts integration
CASH produces invoices from a number of sources - job-costing (installation and stage invoicing), manual invoices (and credit notes), automatic invoices for recurring charges such as maintenance, and automatic invoices for Call-outs. CASH links to a number of Accounting systems, but is particularly well integrated with the Sage Accounting products.
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Administration, Reminder Diary, telephony integration
The Administration modules are designed to make CASH users more efficient in their routine daily tasks - Cabinet for saving and retrieving your documents efficiently and easily, Telephony integration (dial-out and pop-up incoming), Multi-company, Quick-Address integration and Reminder Diary.
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Sales and Marketing
The presales modules cover the areas of logging and tracking sales enquiries, automating the production of specifications, estimates and letters; Database mailing and response measurement; Sales Pipeline management.
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Stock, Purchasing, Job Costing Bill of Materials
CASH has it own Stock module (multi-location for Vans, etc.)as well as Purchase Ordering, Job Costing and Bill of Materials modules, all fully integrated into the system.
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Alarms and Security
CASH has a number of features and modules designed especially for Alarm and Security Installers, including the ability to record URNs, calculate police response levels and produce False Alarm and response analyses for the NSI.
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Fire Industry Features
With an increasing number of fire system and equipment installers using CASH, a number of features have been added to meet their requirements. The "Serviced Items" feature of the core system allows you to hold a list of items (and their locations) to be serviced.
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Advanced Security features
CASH is delivered with simple log-in security controls which allow you to restrict who can access which areas of the system. The High Security module extends this allowing you to control who can access, view or update every button and group of fields within the system. The Audit Trail lets you see exactly who has changed what and when for all or selected fields. Finally, the secure Remote Access module lets you give your customers access to their own data only, say to log their own calls and view thier own sites and call history.
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