The Total Service Solution (TSS) Feature List

• Scheduling
  • Gantt
    • Split Tasks
    • Drag/Drop
    • Drag to Move All
    • Create New Crews from Gantt
    • Drag/drop to split up crews
    • Color Code
    • Change Status
    • Track Progress, Actual vs. Estimated
    • Drag/drop and/or split part to pending
    • Filter divisions, Departments, tasks, customers, locations and job types
    • Quick Add Job
  • Recurring Service Calls
    • Assign multiple people at the same time to task
    • OR Let TSS find who is available and qualified
    • Schedule Multiple days of the week at the same time
    • Like if you need to go twice in a week
    • Schedule on any week of the month, no matter how many weeks in a month
    • Schedule out as long as contract lasts
  • Daily
    • See everyone’s schedules at once
    • Drag/drop to and from pending and people
    • Change Duration
    • Cut/copy(duplicate)/paste tasks
• Job Management
  • Create Jobs with Phases, unlimited tasks per phase, unlimited steps per task
  • Pre-define the skills required and default labor cost for each task
  • Attach any number of documents to be included in Job Package by default
  • Automatically generates a Job Package with all tasks and documents according to pre-defined defaults
  • Ability to require certain tasks be completed before other tasks can begin.
  • Automatically assigns to department, division, scheduler according to pre-defined defaults
  • Automatically calculates estimated times according to defaults
  • Automatically orders and stops tasks from scheduling if payment or other stop is required
  • Quick List of all jobs with status and who assigned to
  • Pre-define you own search criteria to bring up any type information you view/print on a regular basic
  • Unlimited amount of custom fields of any type, including look up lists
  • Unlimited Notes stamped with date, time and who entered and/or edited notes
  • Automatically lets you know and generates purchase orders when task require items and inventory levels are low
  • Job Cost and Task Cost summaries of Estimated vs. actuals automatically updated as job progresses
  • Including Materials, Labor, Overhead, Special Charges, Change Order Labor Costs, Change Order Material costs
  • Job Accounting and Billing History
  • Defined billable tasks and whether billed hourly or by contract
  • Define Recurring tasks
  • Material automatically created according to defined task type
  • 3 types of Change Orders, Change Orders w/Estimate, Simple Change Orders, and Task related change orders
  • Complete History of all changes to jobs, who, what and when things were changed
  • When a task is assigned to someone, an automatic message is sent to that person
  • When a task is assigned to someone it is automatically inserted into person's tasks to do list
• Lead Processing
  • Lead Qualifying Steps can be pre-defined in setup.
  • Automatically changes status according to pre-defined time periods to work lead
  • Unlimited Notes stamped with date, time and who entered and/or edited notes
  • Unlimited Quick Quotes
  • Click one button to turn lead into customer and job or just customer
• Time Cards
  • Enter by Crew, Employee and/or Job
  • Group update of times worked
  • Pre-define if approval required
  • Enter work type hours and task change orders to track how much time spent on work types within a task
  • Automatically calculates hours and provides comparison between work types and time card
  • Quick Add a Job to time cards
  • Create new task related change orders in time cards
  • Add/remove employees from time cards
• Estimating
  • Fully customizable estimating tool which provides unlimited estimates for each job
  • Estimate by task, work type, or change order
  • Pre-define labor rates and production rates to automatically calculate durations and cost
  • Integrated with inventory for material costs and quantities with waste factors
  • Add overhead and special charges from a customizable list with cost factors
  • Material lists and take off sheets automatically created from estimate
  • Automatically checks inventory and creates PO for shortage items, reserves inventory for accepted quotes
  • Customer quote automatically created from estimate
  • Management Approval steps can be inserted for quotes
  • Accepted quote totals automatically update estimated labor and material costs
  • Pre-define Quick Quotes for repetitive jobs
• Internal Messaging
  • When something assigned an message is automatically sent to assignees mail box
  • Create and Send Messages to Groups
• Billing
  • Automatically lists all jobs due to be billed
  • Generates invoices for jobs ready to be billed
  • Bill according to percentages, contract, hourly
  • Receive payments on invoices
  • Complete billing history on all customers and jobs
• Customers
  • Unlimited Customer Contacts
  • Unlimited Notes stamped with date, time and who entered and/or edited notes
  • Unlimited Custom Fields of any type including drop down lists
  • Complete Job History
  • Complete Billing History
  • Unlimited Attachments
  • Create Job from Customer Screen
• Companies/Vendors
  • Unlimited Custom fields of any type including drop down lists
  • Unlimited Contacts
  • Unlimited Notes stamped with date, time and who entered and/or edited notes
  • Complete History on Purchase Orders
  • Track and be notified of any licenses that may expire
• Employees
  • Complete employee details including photo
  • Track and be notified of any licenses that may expire
  • Add multiple employment records for employees that have left and then come back
  • Set Vacation and Sick days
  • Summary of all days absent and reasons
  • Unlimited Contacts
  • Unlimited Custom Fields of any type including drop down lists
  • Unlimited Notes stamped with date, time and who entered and/or edited notes
  • Track equipment assignments including condition
  • Payroll information including Benefits
  • Complete history of earnings
• Payroll
  • Employee payroll calculated from actual Time Card hours and employee pay rate
  • Payroll can be calculated for hourly, piece rate, or salary
  • Approval function required before final payroll processing, whether internal or by payroll company
  • Complete employee earnings history processed and paid
• Assets/Inventory
  • Unlimited custom asset fields of any type
  • Inventory with coverage, waste factor %, coverage waste, dimensions, package type, Qty per package
  • Create Inventory Kits to assign to job types that will automatically be created when a new job is created
  • Multi-level pricing
  • Supplier pricing levels and history
  • Warranty periods to schedule
  • Complete Maintenance History
  • Assignment to work groups and/or people with condition and inspection information
  • Unlimited Attachments
  • Complete Asset History time/date and stamped with user who made changes
  • Generate Purchase Orders
  • Receiving of Items Purchased with assignments
  • Update groups of inventory rates at one time
• Reports
  • Use Wizard to design any type of report you want.
  • Drag and drop to design any type of report you want
  • Multiple- Reports and all can be edited to display the way you want