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SoEasy Service Industry

The SoEasy Service Industry version (SIM) is designed to help manage a busy service and repair company. Specifically designed for repairers of electrical goods and whiteware, the SIM processes a job as follows:

1. Decide on the type of job

  • manufacturer's guarantee

  • agent

  • field job

  • shop job

  • no charge

  • service contract

  • re-service

2. Choose the client from a pick-list or add a new client

3. Enter job details such as order number, dates due, and requirements

4. Enter the

  • Brand

  • Model

  • Serial Number

  • Product type

  • Date purchased

  • Retailer

  • Fault

  • Accessories

  • Defects

  • Price limit

5. Add special notes

6. Take a deposit - optional

7. Print a job card

The workflow is designed to log the job in so that technicians can now report, order parts, review help notes, and bill items against the job.

Many features help you co-ordinate the job with the manufacturer, agent, or retailer.

The Service Industry Module also comes with a Time Sheet Tracker which allows for the rapid update of time spent on jobs, and reports on staff daily billing performance.

The SIM can handle small to large organisations and can be set up to link nationwide repair centers together.

It also utilises the standard features of our easy to use Small Business version, which includes a cash book, GST returns, debtors and creditors management, and our powerful yet easy to use database. Makes SoEasy Service Industry Module a powerful companion to any trades business.

A special 'Multiple Entity' feature allows you to have multiple company identities. For example, you may have a consumer company called XYZ Ltd which deals with the general public, and another company, with the same GST number, called ABC Ltd which deals with retailers and agents. The Multiple Entity feature customises invoice and statement headings so that the entities stay separate. You can also report on each entity separately through to the General Ledger.

It can even be combined with a PDA or laptop for onsite project billing.

Buy now for only

$699 + gst  
Features Reports  
Cash Book Features
  • Cash based General Ledger
  • Automatic GST reporting on Invoice and Payments basis
  • Handles 3 bank accounts: Cheque 1, Cheque 2, Investment
  • Handles 1 cash on hand account
  • Other bank accounts can be managed
  • Memorise transactions for easy recall
  • Instant display of bank account balances so you always know your bank balance
  • Instant display of GST balance
  • Import transactions from your bank's web page
  • Pre-built chart of accounts which can be modified
  • Establish Divisions and create a separate chart of accounts for each division
  • Define a budget and report on budget versus actual
  • Easy GST reporting
Cash Book Reports
  • Bank statements
  • Monthly bank reconciliation
  • Year bank reconciliation
  • GST allocation check
  • Non-GST transactions
  • GST Returns
  • GST 101 summary
  • Receipts and payments
  • Monthly transactional analysis
  • Divisional analysis
  • Divisional performance
  • Cheques issued
  • Cash flow predictions
  • Posting analysis
  • End of year help guide
  • Accountant's information
  • Chart of accounts
  • Trial balance
  • Extended trial balance
  • Asset purchases
  • Liabilities
  • General ledger
Videos  

Cash Book

Platform
   
   
Platform Features
  • Fully integrates with Cash Book

  • CRM Database

  • Products Register

  • Quotations

  • Invoices

  • Job Cards

  • Credit Notes

  • Statements

  • Creditors

  • Job Costing

  • Marketing

Platform Reports

Many reports are available. This is a selection.

Database

  • Database analyses
  • Client Performance

Debtors

  • Individual client trading
  • Individual account
  • Debtors Trial Balance
  • Detailed Aging Report
  • Historical Statement Summary
  • Debtors for selectable period

Creditors

  • Individual creditors history
  • Individual creditors current account
  • All current creditors
  • Historical transactions

Products

  • Customer price list
  • Customer price list by supplier
  • Customer price list by category
  • Export to spreadsheet/csv
  • Reps price list
  • All values
  • Stock Setting List
  • Stock Value
  • Heading - Category - Product

Sales

  • User definable and for any period
  • By Invoice, Division, Rep, Client, Product, Category, Heading
  • Export monthly analysis by product

Commissions

  • Sales Rep
   
   
   
Minimum System Requirements
 
  • IBM Compatible PC running Windows 95 - 98 - ME - 2000 - 2000 server - NT - XP - Server 2003 - Vista
  • 1024 x 768 pixels resolution monitor
  • 32 MB Ram 200 MB Hard drive space
  • Select for more information
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Enhance your system
You can add any of the following modules at any time:

SEADM Despatch Management $299
SEACC Call Centre $399
SEAAPM Advanced Project Management $499
SEASM Sales Manager $599
SEAAM Advanced Marketing $699
SEATST Time Sheet Logger included
SEAPOS Point of Sale (if you have not chosen a POS version above you can add a POS module) $299
SEAQI Quick Invoicing Module (already included in Club Treasurer) $399

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Additional Network Licences
You can add additional users to the system with a Network Licence
SEANL   Network Licences   $299

If you would like assistance please select Services  (this is a free service)

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