Home | Contact us
Quick Find   
Business Software Receiving Software Shipping Software Web Design Software Development Services
Intelligent Business Systems, LLC Logo Intelligent Business Systems
     
 
 
 
     
 
Empower your service functionality

Everest offers a variety of service-related features that facilitate small businesses to manage their services function more efficiently. By automating your service management processes with Everest, you'll enable reduced costs and maximized services revenues by alleviating your staff from laborious, manually-intensive, non-billable administrative work.

How Everest addresses concerns of your service
department:

I want to include the cost of time spent by my technician in servicing a piece of equipment.
Everest allows a service item to be set up as a non-inventoried item, and computes the cost of time your technician spends on services for a customer. For instance, you can create a service item called "Technician's time", enabling you to capture and invoice the cost you had incurred on the technician or contractor assigned to the job. Everest will take this into account while computing the total amount due from the customer. Or, if the charges for a service job are a mark-up on how much you pay the contractor assigned to the job, you can opt to change the item type to service on the invoice and select cost as a percent of the selling price.

I would like to assign tasks to my technicians and set deadlines for their completion as soon I receive a service order.
When you receive a service order, you can create and assign tasks to your technicians as soon as you create an order in Everest. You can make notes pertaining to each task and set a deadline for its completion. Everest can also remind you and the technician on the completion dates and allows you to monitor status and progress of the tasks related to a particular order.

I would like to clearly segregate the types of service orders I receive.
Everest offers the facility of grouping the service orders you receive for easy reference using various document aliases. For instance, you can distinguish a service order from a sales order by creating an alias called Service Order, and if you want to further distinguish between the various service orders you receive, you can easily do so by creating more aliases - for instance, Repair Orders, Maintenance Orders, etc. This way, all service orders can be more easily tracked and retrieved. For instance, your accountant might want to track sales invoices generated by your training department. He/she can easily do so by creating an alias called "Training Invoice" and grouping all relevant invoices under this head. This facility is of great help to business owners for monitoring the performance of various departments, including service.

I would like to keep better track of items received for service or repairs.
Everest enables easy creating of service orders for products received for servicing. When the work is completed, you can bill the customer by quickly converting the service order into an invoice. Everest also eliminates creation of various documents involved in the processing of service orders -- from the time the item has been received to creation of an invoice. Besides, if the item has a serial number, the serial number history will tell you --in case the order has been completed -- that the item has been returned to the customer together with the service order. You can track items you have sent out for repair using the same method.

I would like to track time spent by my technical support staff on calls to customers.
Everest is designed to handle technical support calls with ease. When a customer representative takes a call, he/she records the customer's problem and then assigns it to a technician through Everest's Contact Manager capability. The notes attached to the service order enable the technician to readily grasp the issue and when he/she speaks to the customer, notes of the conversation can be entered and the timer turned on to record the time spent on the incident and charge the customer accordingly.

 
Awards
Five Star Rating
CPA Software News
Everest Advanced Edition
More Awards
Success Story
Furniture wholesaler-OFM Inc.- doubles volume with 50% increase in warehouse efficiency using Everest.

"QuickBooks is just not an acceptable accounting package for us at this stage in our company's growth - it's too easy for someone to use questionable practices in QuickBooks without any way to trace it. There were no checks-and-balances in the system". To overcome the operational issues, Abel Zalcberg chose Everest Software Inc.'s Everest.

Read more...


Learn how Everest handles accounting

Detailed Feature List

Facts
 

 

 
 

 

Everest – Fully-integrated for maximum efficiency:

Everest is a fully integrated solution that covers accounting, inventory control, sales, order entry, marketing, purchasing, e-commerce, point of sale, shipping & receiving, RMAs and more. The strength of the product lies in its non-modular design that enables you to enhance your business productivity significantly without ever having to add separate software. With Everest, you get a powerful yet affordable 'all-in-one' small business management software solution right-out-of-the-box!

 

 

Everest integrates your entire small business
view enlarge
 
 
All rights reserved by IBS Everest | Clippership | Endicia EPS | Vuetura Track | Services | Contact us
Copyrights 2006