ServiceScope MS

ServiceScope Management Solutions, LLC

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FAQs, and Answers

  • What is ServiceScope Management Solutions?

    ServiceScope Management Solutions is an Internet Application software designed for the service contracting industry. It is designed to flow with the daily activities of the service contracting business and interfaces with QuickBooks for Financial Reporting, Accounts Receivable Management and Accounts Payable Management.

  • What kind of features are included in ServiceScope Management Solutions to help me run my service contracting business?

    ServiceScope Management Solutions is a comprehensive, focused approach to managing a service/contracting business and includes the following modules/features: Employee Management, Customer Management, Equipment Management, Inventory Management, Assembly Management – Flat Rate Pricing, Purchase Order Management, Dispatch Management, Invoice Management, Service Agreement Management, and Data Export Management.

  • Can you further describe the Employee Management Module?

    The Employee Management module allows you to enter data for each employee which will interact with other modules in the system. Records on the employees include various contact information and wage rates including labor burden.

  • Can you further describe the Customer Managment module?

    The Customer Management module allows you to enter data for each customer which will interact with other modules in the system. Customer records include a wide range of contact information to better interact with the customer and for marketing purposes. A wide arrange of search features is available to locate specific customers that can be used for marketing or other purposes.

  • Can you further describe the Equipment Management feature?

    The Equipment Management feature is include in the Customer Management module. It allows you to create and manage all aspects of mechanical or other type systems associated with a specific customer. Equipment comprising each system can be grouped accordingly which will maintain detail and warranty information on each piece of equipment. A wide arrange of search features is available to locate specific customers by equipment type, age or other criteria that can be used for marketing or other purposes.

  • Can you further describe the Inventory Managent Module?

    The Inventory Management module allows you to create and maintain material inventory records and other items also such as labor or outside services. It allows you to create a mark-up table which calculates a price on each inventory item based on its cost and associated mark-up. You can then adjust any calculated price with a published price. You can create different invntory locations and use this module at various levels of detail depending on your needs and desires.

  • Can you further describe the Assembly Mnagement Module?

    The Assembly Management – Flat Rate Pricing module allows the you to create assemblies comprised of various inventory items. It is a great tool to create standard pricing for routine repairs or replacement work that will be quoted with a flat rate price. You simply select the applicable inventory items and the necessary quantity for each to build the assembly. The system then calculates the price of the assembly based on the individual pricing of each inventory item. Once again you can adjust this calculated price with a published price. Once an assembly code is established it will default all items associated with it to help in invoice costing and billing.

  • Can you further describe the Purchase Order Management module?

    The Purchase Order Management module allows you to create purchase orders for every purchase. You can select the amount of detail to include with each purchase by either selecting inventory items already created in the system, describing an item that is not in the inventory system, or simply describe a generic/lot purchase. You can also identify the purchase to a specific service visit to insure that the purchased item is accounted for when billing your customer. When the vendor invoices are received they can then be easily applied to the purchase orders which in turns creates the accounts payable transaction for QuickBooks.

  • Can you further describe the Dispatch Management module?

    The Dispatch Management module allows you to create and manage all aspects of dispatching personnel to customer locations. Service call data can be sent to field employees electronically. A virtual dispatch board gives you a complete overview including a map feature. This module also allows you to track all detail associated with any service call/visit; such as labor, inventory items and assemblies.

  • Can you further describe the Invoice Management Module?

    The Invoice Management module allows you to create a customer invoice easily on-line. Most, if not all, of the information will already be captured on the invoice during normal daily processing making the invoicing function simple. It also provides significant controls to make sure each billing has been fully accounted for all parts, labor and other costs.

  • Can you further describe the Service Agreement Mnagement Module?

    The Service Agreement Management module allows you to create and manage all aspects of service agreements that may be associated with a customer and their system(s). It will allow you to set up data tables to schedule service calls/visits, create customer invoices and amortize transactions as necessary.

  • Can you further describe the Export Management feature?

    The Export Management feature allows you to export data from vendor invoices applied to purchase orders and customer invoice billings to QuickBooks. QuickBooks can then be used to manage accounts payable, accounts receivable and financial reports.