Service Centre Software...

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Service Centre Software...

Postby und3rtak3r » Mon Jun 03, 2013 2:18 am

Being a small operation I have not bothered to purchase any specialised software..
Save I have hand full of Excel sheets to track various aspects of the business along with job booking .. along with MYOB (Australian competitor to Quickbooks)... Google Docs & Sync, and dropbox I was generally happy with this approach.. until.. this discussion: viewtopic.php?f=21&t=330
While I do not know, at this time, if the PCRT mentioned is the one that I googled, I am sure much of this software is fairly similar.. but it will be the little things that determine the buy or ignore in each of us...

So the question is ... Service job tracking (for the shop front people, and the non-shop front) software, what is out there, what is gloss, what is great and what is flush
( I didn't want to start a What are you using thread - but that is what it is looking like :) )
what is region specific... not easy to move to different tax markets
is it flexible to business model? ie if you do retail a little or a lot, how will that affect the friendliness of the software..
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Re: Service Centre Software...

Postby Marshall » Mon Jun 03, 2013 9:27 am

Hello und3rtak3r.

You should take a look at available Customer Relationship Management (CRM) tools online.

To list a few...

Salesforce
Autotask
Netsuite
Zoho CRM
Repairshopr

There are many Free CRM + Ticket Management systems available online. If you're still doing business the old fashioned way by manually generating invoices via Word, Excel, etc. I would have to recommend spending 4-8 hour's familiarizing yourself with one or two picks, and moving your operations over into the one you like.

There are many benefits to using a CRM or ticket management system.

Your tickets are in the cloud, and you can access them virtually anywhere, even from your cell.
You can setup User accounts for employees, with different levels of access.
You can setup a Customer Login Portal, so your customers can track the history of their account, progress of a work request, etc.
If done properly you can accurately track the time spent on each work request.
Retain all of your customer contact information, personal notes, in one spot.
Configure marketing campaigns, Lead reports, etc.
Send custom email Invoices with "Pay Now" buttons.
The list goes on...

You can overkill of course. If you're a one man/woman shop, you may want to get something that's streamlined only for ticket management, and skip the rest of the bloat. Also the more Pro apps cost a pretty penny just to gain a single license, and can be a nightmare setting up.

I hope this helps. Good Luck!
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Re: Service Centre Software...

Postby EagleTech » Mon Jun 03, 2013 6:34 pm

We use PCRT. It's not perfect, but it is under constant development & is geared towards our line of work. I have found other systems to be a trade off.

Please forgive some copy & paste. :oops: (Thanks HMWMCT!)

Your tickets can be in the cloud, and you can access them virtually anywhere, even from your cell.
You can setup User accounts for employees, with different levels of access.
You can setup a Customer Portal, so your customers can see what stage their repair is at.
Retain all of your customer contact information, personal notes, in one spot.
Send custom email Invoices with "Pay Now" buttons.
The list goes on...

I would say email Luke & request demo access. I agree that you should check out a couple CRMs also. Find what best suits your needs. ;)
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Re: Service Centre Software...

Postby pcbutler » Wed Jun 12, 2013 7:28 am

We use System5.
It quite literally does EVERYTHING.

Accounting, inventory control, hours tracking (per technician), customer unit tracking, sales history, can be set up to email customers at intervals (if desired), email road techs appointments, Purchase Orders.. the list goes on.

Our accountant was blown away with how powerful it is.


We have used MerchantOS in the past which had serious DB issues, which was unfortunate because it was otherwise a great system.

We used TSMan, there were issues with it, and they kept delaying the update that resolved it, can't run a business on it with the bugs it had so we left it.

System5 is a tad expensive, but it will be the last SW you buy for this purpose. It has a steep learning curve, but once you have it, it is pretty easy.
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Re: Service Centre Software...

Postby und3rtak3r » Wed Jun 12, 2013 9:59 pm

pcbutler wrote:We use System5.
It quite literally does EVERYTHING.

Accounting, inventory control, hours tracking (per technician), customer unit tracking, sales history, can be set up to email customers at intervals (if desired), email road techs appointments, Purchase Orders.. the list goes on.

.................

System5 is a tad expensive, but it will be the last SW you buy for this purpose. It has a steep learning curve, but once you have it, it is pretty easy.

this one? http://wws5.com/
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Re: Service Centre Software...

Postby Nick » Thu Jul 11, 2013 2:10 pm

Don't forget PCRT! www.pcrepairtracker.com
Author of d7x and other PC technician's tools. http://www.d7xTech.com

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Re: Service Centre Software...

Postby vmhs » Fri Jul 11, 2014 4:09 am

the question I have is this, Is pcrepairtracker being actively maintained?

Or is Repairshopr the way to go today (Jul 2014)?
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Re: Service Centre Software...

Postby EagleTech » Fri Jul 11, 2014 9:33 am

vmhs wrote:the question I have is this, Is pcrepairtracker being actively maintained?

Or is Repairshopr the way to go today (Jul 2014)?


Yes, PCRT is actively maintained & updated. In fact we will probably start seeing new update activity in the next couple of months.
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