About the Service Industry version
SoEasy’s Service Industry versions are easy to use and fast at processing
customer requirements.
Service Industry provides an easy method of:
- booking in a customer's job
- taking a deposit or full payment
- producing a job card and an invoice
- booking the job into a specific project management period
- informing the customer of when they can pick up the completed work
- keep track of technician time sheets and report on productivity
- real-time tracking of labour based on job/staff/day
SoEasy Service Industry is a full front and back office solution with integrated features such as Cash Book, GST Returns, Profit and Loss
Reporting, Cash Flow Reporting, Budget Manager, Bank Internet Import facility,
CRM Database, Products Register, Ordering System, Creditors Management, Stock
Control, and basic marketing.
Benefits
- Complete front and back office solution so only one software product is
required to manage your entire business.
- Processing techniques that help you manage your work flow
more efficiently.
- Fully integrated so you save time cashing up, managing stock levels and
other administration duties.
- Easy to use so everyday people can operate the system and learn quickly.
- Comprehensive security system enabling you to keep a tight control of
cash and stock.
- Fast update of your Cash Book saving you time.
- Import your transactions from your bank's web page saving you hours of
input and also update your creditors' and debtors' accounts.
- Built-in Artificial Intelligence helping you to avoid mistakes.
- Automatic budget manager helping you to manage and report on your cash flow.
- Paperless Office Technology enabling you to reduce paper usage, email
documents and save time.
- CRM database providing you easy access to your customers, suppliers
and trading history.
- Produce Quotations in seconds.
- Invoicing features enable you to make sure you are always making a
profit.
- Specialist debtors management tools help you receive money faster and
stop credit of slow payers.
- Easily import and update your products register from spreadsheets.
- Easy stocktake functions that process your stocktake faster.
- Manage your creditors and plan your bill payments.
- Buy-in re-billing feature; if you purchase items from a supplier to
fulfil a customer's requirements, you can automatically bill the customer
for the item, update stock and update your creditors all in the one action.
- Special marketing features enabling you to sell more and increase
profitability.
- Project management features to help you keep on top of the work flow.
- Advanced marketing features help you sell more. Features such as selling
prompts like 'do you want fries with that?'
- Produce your own barcode/price labels for quick scanning of products
and avoid incorrect item billing.
- Keep track of staff time usage and report on productivity of individuals
and the team.
How to choose the right Service Industry system
Choosing the right Service Industry system is a simple process of
identifying which base product you require.
The base systems available are:
- Single User Service Industry
- Multi User Service Industry
and you can upgrade to any base version at any time plus add additional
users/stations.
| Single User Service Industry Enterprise |
Front and back office operated on one PC with
the additional functionality of the Enterprise Version. |
| Multi User Service Industry Enterprise |
A three user network version (add additional
stations at any time) where the back office is installed on the
administration PC for handling cash book, accounts, stock, and other general
duties. Two additional stations can be set up to handle POS operations. All
stations have access to the Enterprise Version functions. |
SoEasy Enterprise versions include:
- Advanced marketing techniques to help build sales
- Advanced job fulfilment and delivery processes to cope with growth
- Advanced CRM database functions to help you manage and sell more
- Special email automation to deliver quotes and invoices faster
- Advanced sales reporting specialised dashboards that show key
performance indicators to staff so they can monitor their performance
If you want to build your business faster, SoEasy Enterprise is the place
to start.
General Repair Shop Features
| Cash Book - Part of Small
Business |
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| Built-in security |
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| Cash Book |
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| GST Reporting |
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| Artificial Intelligence |
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| Chart of Accounts |
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| Dissection of transactions |
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| Memorised transactions |
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| Budget creator and manager |
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| Import transactions from Bank's web page |
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| Cash flow predictor |
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| Reports |
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| Export transactions and most reports to spreadsheet |
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| Trial Balance |
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| Statement of Financial Position |
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| Monthly analysis |
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| Email reports |
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| Platform - Part of Small Business |
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| CRM Database |
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| Newsletters |
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| Products register and stock control |
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| Print barcode labels |
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| Order system |
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| Quotations |
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| Deposit requests |
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| Invoicing |
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| Statements |
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| Debtors Management |
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| Creditors Management |
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| Basic marketing tools |
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| Email invoices/statements |
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| Email functions |
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| Diary |
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| Enterprise Special Functions |
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| Advanced marketing functions |
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| Sentinel |
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| Bulk email function |
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| Repeat (automatic and manual) billing for warranty or
subscription based billing |
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| Progress payments |
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| Advanced job costing |
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| Advanced Project management |
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| Linking of documents to customers, quotes and invoices |
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| Advanced commission functions |
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| Multiple identities |
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| Points system |
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| Special import functions |
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| Call Centre |
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Multi Branch
If you have multiple branches and want to link them all together, SoEasy
has been specifically designed to facilitate this model of operation. SoEasy
can be set up in a web based, terminal services environment where a
centralised server delivers the data efficiently to each store irrespective of
the branch location. This saves on administration time and enables you to
manage your branches all from the comfort of one central location. To find out
more please contact one of our Certified Distributors.
Upgrades
Upgrade to any other version of SoEasy at any time plus add additional
workstations.
Support
A support contract is available and includes
- Reasonable amount of general support.
- Remote Assistance where we can connect to your PC over the Internet.
- Access to our online resources including video tutorials.
- Access to our user forum.
- All updates including yearly upgrades.
- Frequent newsletters.
- FREE 2 GB off site back-up service.
For detailed information on support contract terms and conditions, please
go to
http://www.soeasy.co.nz/supportcontract/
Training & Set up service
Training is available as well as assistance to set up your SoEasy system.
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