Product Updates

Version 3.0 – March 2017

Elevator Specific:

    • Site Service Mobile Solutions

      • Mobile Solutions for all departments
      • Bread crumb tracking can be used to maximize efficiency on routes
      • Uses disconnected mode to ensure data integrity
      • Collect signatures on tickets
      • Mechanics can take pictures that are then attached to the dispatch and account
      • Tracks Expenses
      • Tracks Parts
      • Teams on one ticket
      • User can create Follow Ups or Shut Downs
      • Mobile Dashboard used on the office tracks
        • Maps the location of all active mechanics –
        • Tracks each service ticket:
          • Created
          • Sent to phone
          • Viewed on phone
          • Start on phone
          • Completed on phone
          • Returned to office dispatch board
        • Provides text messaging boards per mechanic/employee that keeps all text streams
      • MD has 5 Ticket Types. All ticket types mimic the Site Service back end process.
        • Maintenance
          • has device specific task check lists for the mechanics to follow
          • Maintenance allows for current and prior month tickets
        • Service (hourly) tickets – dispatched from your office.
          • Mechanics is texted that they have a new ticket
          • Mechanic retrieves tickets as they work
        • Repair and Modernization – 
          • jobs are setup and scheduled in Site Service and sent to the phones on a daily basis
          • Jobs can have phases and phase items for detailed tracking
        • Ticket on the Fly – field tickets that are entered and defined by the mechanic.  Great for night and weekend work.
      • Meals feature allows mechanics to log out for lunch and then log back in
      • All field tickets are safely stored and legal document of record
      • Tickets easily retrieved  from secure web storage
      • Tickets can be spruced up for customer statements

 

    • Maintenance Department

      • New – Automated e-mailing of Maintenance Invoices
      • Auto-Documents creates Maintenance Contract documents and tracks them
      • Upon approval, contracts created using wizard
      • Multiple contracts per building
      • Coverage at the device level
      • Contract Holds allow for giving customers x months of free maintenance
      • New – Master Contracts allows the combination of many contracts into one master contract for billing.
      • Automated Mark-ups feature – automatically marks up contracts due for markup.
      • MC module has been added to our document tracking system FILER
      • Routes can be broken into Territories and Zones
      • Route Mapper allows easy viewing of Maintenance routes on a map
      • Route Summary – displays a summary of the maintenance visits by route

 

  • Service Department

    • New – E-Mailing of Service Invoices
    • Complete incident tracking – call center and mobile
    • Call center records all calls, even those not answered
    • Task based tickets – multiple tasks can be assigned per ticket
    • Team based tickets – up to 50 mechanics and helpers can be assigned per ticket
    • Call center and mobile give dispatchers and mobile mechanics 1 full year of dispatch history to review, by building and by device
  • Repair Department

    • Complete integration to Violations and Inspections
    • Proposal Wizard produces quick and accurate proposals
    • Proposal tracking by
      • Proposal Class
      • Sales Person
      • Supervisor
    • Document tracking with revisions
    • Complete Job Costing by Job
    • Tracks balance-to-bill and balance-to-pay ensuring complete billing and payment
    • Complete FILER integration allows documents of all types to be attached by job
  • Inspections and Violations Department

    • Completely overhauled NYC DOB inspections tracking
      • automatic emailing at all major contact points in the inspection process
      • All DOB forms are available
      • Tracks all vital dates with email warnings to managers
      • Process server allows for automatic notifications
    • Test pricing at many levels:
      • Device
      • Device Type
      • Building
      • Customer
      • Management Company
      • Test Default
    • Multiple Notification Letter configurations
    • Tracks NYC DOB and other jurisdictions
    • Violations – includes
      • ECB violations with all years of deficiencies
      • PVT violations with all years of deficiencies
      • All DOB forms included
      • Process step tracking
  • Modernization/Construction Department

    • Multiple methods allowed for Bid Creation
    • Track jobs by separate phases and items
    • Tracks job percent complete daily using mobile – know when you are falling behind before it gets out of hand!
    • Complete job costing with 3 views – standard, accrual, cash
    • Two Change Order methods
      • Simple dollar adjustment
      • Sophisticated Change Order Phases
    • Create month end Earned Revenue report with one click
    • Complete WIP accounting
  • Call Center 

    • Tracks all labor costs and incidental materials.
    • Employee Explorer
    • Full integration to Payroll
    • Multiple advanced features
      • Follow-up to repair proposal to dispatch board
      • Mechanic recommendations tracking
      • Excessive call tracking with Manager notifications
      • Automated night reports
    • Survey tracking
    • Account Features
      • Put accounts on hold
      • Warning to dispatchers regarding overdue bills
      • Notification to dispatchers regarding other open items
  • Account Analysis
    • Analysis by Building, Customer, Management Owner
    • Analysis by month, quarter, year
    • Process server allows automatic report generation and distribution

Add-Ons & Other Features – Only Site Service Software provides even more; more features, add-ons, and expansions to custom-tailor the suite to fit your unique needs.

  • Scheduler
  • Filer
  • Email Tracker
  • Route Mapper
  • Mobile Dashboard

Technical Concerns – We’ve got you covered. Our professional  IT Personal are highly experienced is the latest Microsoft IT suite of products.

  • Network architecture
    • Webhosting
    • Client/server
    • Subscription based

Additional Areas

  • Accounting and Banking
    • World class accounting system with multiple features
    • Multiple Financial Reporting options
    • Banking
      • Safe Pay
      • Electronic reconcile
  • Purchasing and Inventory
    • Powerful purchasing option with Document Attach
    • Powerful Inventory tracking
  • Human Resources and Payroll
    • Complete HR module
    • Complete Payroll Module
  • Fix Asset Management