Powerful Service Billing and Job Management system that assists you in achieving maximum efficiencies in your

business. EZeService is a sophisticated system designed for any business involved in service billing and jobs
management. There is no need to change your accounting system as EZeService links directly with many popular
accounting packages. Choose either the Premier, Professional or Standard versions to suit your specific needs.

Customer Control Centre Favourites Menu

The emphasis in the design of EZeService
from the ground up has been ease of use
yet delivering powerful functionality. It
comes complete with user manual, on-line
help, how do I and a KnowledgeBase.
Takes you from Quote to Job Card
through to completed Invoice
You can either start from a quote or a job
card. From one convenient job view you
can select parts (both stock and non-stock
and catalogue items) and labour, set
scheduling and much more. When ready,
simply click on the update button and
produce your invoice
Manage your Quotes
When you convert a quote to a job the
system automatically flags the quote as
successful. Set different quote flags so you
can report or track on lost and won
business
View the system form a customer point of
view. All details of: equipment attached to
this customer will be listed, complete job /
service history and financial transaction
history is right at your fingertips
Diary Booking Schedule
Allocate a technician and or a service
vehicles to a job through the calendar.
Increase your productivity: by creating a
new job on the fly, modify a job easily, click
and drag a booking to a new time or even
another technician, ability to receipt a
payment against a job – all from the diary
booking calendar. See your bookings as
either a single day view for all technicians
or a multi-day view for one technician
As one customer said
“….let me put it this way,
without EZeService I
wouldn’t be in business!”
To Do List
Each user has their own Daily To Do list
allowing them to enter reminders which
can be attached to a job and set a priority
status
This menu contains the most commonly
used features in one convenient location
Service History
At the click of a button know instantly the
complete history and profitability of an
equipment master
Your Invoice – Tells the story!
Enter details of the work requested and
service comments. Ability to show/hide
selected details. Record preferences by job
Progressive Invoicing
Allows for fixed price and percentage
based progressive invoicing. You have the
ability to create a job and selectively 3 only
those lines to be invoiced as required
Bulk Invoice Updating
Ability to update many jobs in a single
process
Invoice Payment Schedule
Automatically create invoices or payments
due as per a pre-defined invoice/payment
schedule
Purchase Orders & Supplier Invoicing
Ability to raise purchase orders on the fly.
When you are entering a job you can raise
a purchase order on parts, non-stock items

View a Job
We have three powerful views of the
system. View a job either through the
Customer Control Centre, the Job Control
Centre or the Diary Booking Schedule.
Depending on your role in the company
you can view the system which most suits
your specific needs. Each user can have
multiple views opened at the same time

Job Control Centre

The job grid is a powerful tool providing an
instant snap-shot of the status of jobs in
your system. Quickly identify the job status:
Booked-in, in-progress, awaiting parts,
awaiting outside repairer, completed etc

You can tailor the job grid to suit each

user, ie re-sort data and rearrange column
positions. User filters and preferences are
remembered
and sub-contracted labour. You can order
additional, for stock at the same time. Then
receipt through Supplier Invoicing updating
job costs upon entry
Technicians charge-out cost rates
Set unlimited charge-out and cost rates for
each technician, this can be your true cost
Security – Your information is safe!
Set security by user to: view costs, change
costs, view gross profit and modify system
parameter settings to name a few
Gross-Profit Controls
While building a job you can view the GP
to ensure you are achieving maximum
profitability (if user has security access)
External Parts Catalogue & Price Lists
Import catalogues from external suppliers
or enter your own categories. Create a
non-stock category and track these within
EZeService. Can even import your own
price list from spreadsheet programs
Terminology Database & User-Defined
fields
If our terminology doesn’t suit, create your
own! EZeService allows you to change the
terminology of certain fields for your own
requirements, even a different language
Warranty Processing
Warns when a warranty job is being done
on equipment if the warranty has expired
Industry Page
Currently operates in more than 60
different industries. Pre-set Industry Pages
are included. When the industry is reset it
will automatically change icons and field
meanings. If your industry is not there it will
include it free of charge subject to content
Serial Number tracking
Quickly locate who owns the equipment
simply by the serial number. Also track the
service history for that serial number
Service Agreements
The system automatically generates jobs
for rolling contracts allowing you to invoice
eg monthly but specifying an annual
renewal contract. Additionally you can set
scheduled jobs within the contract period
automatically
Multiple Equipment attached to Jobs
Ability to service multiple equipment on the
one job and billed together or separately
Receipting
Receipt against one or more job. Produces
the bank deposit listing and merchant
summary. You’ll immediately know all jobs
that are outstanding which is especially
important for service contracts
Bulk Time-sheet Input
Enter time cards daily or weekly in a visual
time-sheet without opening each job. There
is no need to enter labour times against an
individual job. Will assists with balancing
employee times
Multi-currency Enabled P weerrffuull FFeeaattuurreess
Poow
Handles foreign currency payments. The Integrated with CRM packages
system will automatically detect when a Record information against contact record.
customer is set as foreign currency and Two-way link therefore allowing selective
displays the relevant symbol. Will allow you updating of one database with full contact
to enter the exchange rate relevant to this details, quotes, invoices and/or balances.
job, and bill in that currency. Add customer to/from CRM and selectively
add to accounts
Reeppoorrttiinngg
FFlleexxiibbllee R
All reports provide for selection criteria and Accounting packages
Direct link integration with several popular
filters which are remembered by user.
accounting systems. Just check with us
Email reports. Modify your own reports
using Crystal Reports, or use a third party
reporting tools to create your own. ODBC Integrated with PDA (optional module)
Send your technicians out in the field and
is included
have job information transmitted back to
the office and billed to the customer before
GP Controls at your fingertips
the technician returns. Help streamline
Produce reports confirming your gross
profit margins. Also view budgeted GP your administration procedures and cut
costs. Currently in development
Job Cost/Status Report
SMS & Internet Enabled
This is a powerful report allowing you to
Increase your efficiency and reduce
produce from one convenient location:
communication costs by sending SMS
Work in-progress, jobs completed, jobs
messages* or email. Communicate to your
received, technician productivity report and
much more. Optionally, supports multi- technician or customer directly from
EZeService. Includes the ability to utilise
company and multi-location as an optional
stored phrases. You can email job card,
extra. Supports Kits and Service Packs.
service reports, purchase orders and
Notes can be retained against each job
Invoices
*(SMS is through supported providers only)
Customised Options
If we don’t have it we’ll write it for you…
and ensure your specific changes will Different versions available
We have three versions available with
continue to be supported in all updates.
different features to suit your specific
needs.
E&OE
Supports most email, word processing Dealer Contact :
& spreadsheet programs that provide
standard integration with emailing
Platypus Software Pty Ltd Tel: +61 7 37 200 700 Fax: +61 7 37 200 866
Email: sales@platypusau.com Internet: www.ezeservice.info
© Copyright 1998-2007 Platypus Software. All rights reserved