Job Management

Job Management

Installation jobs provide seamless billing and configuration for new or upgraded monitored systems. Inventory items can be maintained in standard packages and automatically create a system and zones as the job progresses. Default contracts can be tied to the package so that the contract is automatically created, and recurring billing can start immediately after the equipment is installed and billed. Service plans that will be used to define billing parameters for future service jobs can be assigned to the installation jobs. You can choose the level of detail desired when creating the system in order to maintain an installed equipment record with important information such as location, zone, or serial numbers.

For larger commercial projects, job costing features and progress billing to bill customers before the job is finished are offered. Reporting features provide work-in-process (WIP) detail for these large-scale jobs.

For larger residential or small business projects, the job installment feature delivers the ability to set up flexible financing. Equipment can be installed, billed, and revenue recognized while deferring the payments to a monthly payment plan.

The Job Management module of the MASterMind™ Business application extends to automating your post sales service management processes. Service jobs can be categorized by type with options for ensuring consistency in both financial and operational reporting. Use service plans to outline pricing for both warranty and non-warranty replacement parts. Update system installed equipment when items are added or replaced. Predefine and require entry of job problems, diagnoses, and resolutions. Reporting aids in troubleshooting recurring problems and identifying patterns to reduce unnecessary future service calls.

Fully integrated with the MASterMind Monitoring application, monitoring incidents can be defined to automatically create a service job – no need for a monitoring dispatcher to create a service job or contact a service dispatcher in response to a low battery signal.

Multiple scheduling methods accommodate your unique needs for tracking availability of technicians. Equipment types, site location, and service job types can all be used to determine the most logical job assignments. Optional service maps provide a real-time visual aid to assign the closest available employee.

Service jobs assignments can be e-mailed to minimize office visits. Using the optional Service Map feature, daily routes with detailed directions to each service job can be provided to optimize driving times and provide reliable technician ETAs. Optional remote applications, such as VRT ensure real-time data access and remote system testing for your field technicians.

Routine site visits for periodic fire or preventive maintenance inspections can be generated automatically based on the site’s contracted inspection schedule. Inspection routes group sites into geographical areas, and a technician is pre-assigned to the route. When the inspection is due, the technician is assigned.

If a service job is created for a site with an upcoming inspection, an alert notifies you and the inspection can be accelerated and scheduled at the same time as the service call.

Managing guard and patrol issues is easily achieved with access to the necessary information on a single page to ensure timely dispatch and response. The Patrol Queue offers flexible ways to view patrol issues based on specified status such as employee welfare checks, or all open or completed patrol jobs for a specific site.

Each site is assigned a patrol service area defaulted from the associated zip code. Patrol guards are available based on their schedule, proximity to the location, and their ability to handle each type of patrol job. An simple schedule page allows for viewing of available guards for timely dispatch.

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