Products

Overview Streamlinx Service (SRV) was developed with input from multiple service organizations and designed to eliminate many of the non-value added activities in your service organization. Does your current system provide sales the labor and material items with the correct costs and prices? Does the job dispatcher have complete visibilty to all jobs, work orders and crew scheduling information? Are your customers able to place service requests to your system over the web? SRV addresses many of these issues and more....

Common Service/Contractor Issues Quoting Project and Service Jobs Getting Accurate Costing and Pricing Data Scheduling and Tracking Crews/Equipment Calculating Actual Job Cost Re-keying data into Accounting Systems

Benefits

• Grow your business, not headcount. It is not uncommon to increase sales and maintain (or reduce headcount) with Streamlinx Service. Eekeying data into mulitple systems and report/spreadsheet creation are typical activities that are no longer needed.
  
  
• Save time. With all relevant information in one place, users spend less time looking for information and more time acting on it. And fewer manual tasks mean your team can use their skills on value-added activities.
  
  
• Enable smarter decisions. Whether they're in the office or on the road or at home, everyone will have access to key data, available at any time.
  
  
• Increase visibility. Keeps everyone on the same page in one system. Gain critical insight into the status of jobs, work orders, purchasing requirements and billing details.
  
  
• Reduce data entry and errors. SRV automatically sends financial data to QuickBooks Pro to eliminate duplicate data entry and errors. If you are rekeying data, you are wasting time, effort and money.

Screen Shots

Features

Streamlinx Service

Streamlinx Platform

Customer Management - Track multiple bill-to and and ship-to customers locations and contacts. Prospect potential customers. Allow customers to place service requests via the web. Job Quoting - Create job quotes based on customer-specific pricing rules. Edit job details as jobs progress. Automatically schedule maintenance jobs. Vendor Management - Track vendors and vendor contact information. Link to vendor-supplied websites to view product details. Track vendor purchase history and insurance information. Purchasing - Review system-generated purchase requirements for labor and materials orders. Upon your approval, generate and email or fax purchases orders to vendors and outside contractors. Work Orders - Create work orders for materials and outside labor. Track work orders status and provide details to customers via web portals if needed. Job Billing Generate sales invoices against jobs that contain 1 or many labor and work orders. Enter vendor bills against work orders. Automatically send billing data into QuickBooks company.

User and Group Management Services - Streamlinx user and group management objects and methods store and manage user and group information. This data is used throughout the system to authenticate users, secure data, simplify system administration tasks, and personalize the user experience including portals, reporting, and menu navigation. Security Services - Streamlinx security objects and methods provide flexible functional and data-level security. Data security can be implemented at the company, organization hierarchy, group, and user levels. Additional security rules can be applied for each database table for a given security policy to handle almost any security requirement. Reporting Engine - Streamlinx utilizes an open source reporting tool (JasperReports) to provide basic level HTML, PDF, XLS, CSV reporting functionality. Streamlinx reporting objects and methods extend the tool to allow end users to create, update and maintain their own reports. When executed, each report returns data that is secured according to the user's security policy. The reporting engine can access external data sources to combine data from multiple sources into a single report. Portals - Streamlinx contains a number of objects and methods to create multiple portals for groups and users. Portal can contain a wide variety of items including reports, data views, charts, metrics and links to other web sites. Search Engine - Streamlinx search engine contains objects and methods allowing users to search all or subsets of data to find information contained in the system. When a search is performed, any security restrictions defined for the user are applied to ensure data security. Quickbooks Pro Integration - Streamlinx provides objects and methods to synchronize data from one computer to another via a combination of HTTP, SOAP and XML technologies. These services allow remote users to synchronize data from PCs and laptops to a central server, and received updates from the server back to the remote PC/laptop. Auditing Services - Streamlinx auditing objects and methods to track changes to data at the table and field level. If required, a web statistics can be activated to capture user activity and system response times. Logging Services - Streamlinx logging objects and methods record messages, emails, errors and other user activity to provide visibility of system operations to the system administrator. Messaging Services - Streamlinx messaging objects and methods send notifications, alerts and other types of emails to users and/or groups based on changes to system information.