Tekoa Service Activity Manager is a browser based software that gives today's enterprise the ability to stay organized with time and task tracking, project management, customer service, and service billing functions. With a broad range of applicable features, Tekoa Service Manager works for the Professional Service firm as a Time and Billing tool and for the Product Distribution or Manufacturing enterprise as a Customer Service manager.
Overview
Most organizations provide some measure of Customer Service whose purpose is to support and promote the use of a product or service, resolve problems, expedite orders, provide technical support, etc. For some businesses Service is a free benefit of product ownership, for others Service is a source of revenue. Regardless of the reason Service is needed, keeping track of Service events and supplying customers with helpful information is a key element of many organizations.
Tekoa's Service Activity Manager provides management tools for organizing business processes that involve service activities.
Features
Project Management- Track tasks, time and costs associated with a specific job or project.
Project Routing - Establish custom project processes that define steps needed to complete a project.
Real-Time Inquiry - View the status of projects and project phases in real-time. Instantly see activity related to an open project, evaluate costs, and assign tasks.
Time Data Entry - Tekoa Service is a Timekeeper application that records time and notes associated with providing a service. Designed for Professional Service Firms or Customer Service Departments, stay organized and retain history of work performed including time, rate, expenses, replacement parts, tools, etc.
eDocument Project Summary- Using Tekoa Web Engine, provide customers and clients the ability to view Project Status from your business web site.
In-house and Outside Projects - Manage both internal projects for the enterprise and outside service projects for clients with one solution.
Activity Tracking - Monitor time and tasks by Activity and use business insight tools to see what Activities are performed most, separate revenue or identify bottlenecks.
WIP Management - Work In Process tools for scheduled billing of time and expenses.
Service Billing - Customizable and easy to use service invoicing.
Service History- Maintain a history of services provided for analysis and review.
"My Turn" Notifications - Assign Users or Groups to specific Project steps and they will be notified when it is their turn to perform an Activity.
Service Knowledgebase - Maintain a searchable database of solutions to common questions or problems. Publish the Knowledgebase Article's online or keep them for internal use only. Avoid repetitious problem solving and provide a customer self service knowledgebase tool. Can even be incorporated through your Tekoa Customer Portal (or Tekoa Web Software) so your clients or customers can search for solutions to common problems which may arise, thus saving you important support costs in the process.
Customization
Tekoa Service Activity Manager can be customized to meet the unique needs of an enterprise. Software field names can be changed, for example if your organization prefers to refer to "Jobs", and tracks "Job Costs", then Tekoa's Project Manager can be modified to use the nomenclature familiar to the users of the enterprise. Project Routing is also very customizable allowing users to define the procedures included within project tasks. For example, the company regularly does product refurbishing jobs, setting up a custom "Refurbish Route" is easy and pre-defines the process a Job takes as it moves through the workshop. Or a CPA Internal Audit Job has the same or similar 5 steps involved every time it is done. Create custom Routes and preset the tasks necessary, people to be notified, and expected time for each new job or project.
Job Costing
Tekoa Service Activity Manager tracks the labor and materials used for each job. Tekoa takes a one-solution approach to business management software and enables the Job Costing enterprise to not only easily manage multiple jobs, but provide quick and easy real-time status inquiries. This will provide real-time updates and inquiries for outside Reps in the field, give clients the ability to log into your business web site and review job details you published for viewing, monitor and measure progress - and more.
Time and Billing Software
Tekoa's Service module gives CPAs and Consultants the ability to monitor client projects in real time and on a project by project basis. Record time and expenses and customize billing invoices. Show or hide project notes available to the client and maintain a searchable history of activity. Use Tekoa's Web Portal technology and give your remote staff the ability to easily log into the software and enter daily activity. No clumsy sync software to work around, Tekoa web technology streamlines and expands the firm's ability to organize work. Automatically notify software users when specific events occur and streamline communication between everyone involved. Maintain a service WIP and bill only the services you decide. Customize Activity Codes to organize what type of work is being done and have tools to give up management to the minute overviews of project status.
Timekeeper Software
Great for enterprises that need to record service events, Tekoa's timekeeper module, or Tekoa Time, has customizable rates and note keeping ability to record information about the work performed. With easy search functions, review time history and quickly find past activity. Use Tekoa People Contact Manager module and know the time history for each client. WIP time management and service billing is a snap with the Service Billing function that allows users to customize time billing. As a stand alone timekeeper or integrated enterprise wide tool, Tekoa Time is a user friendly sophisticated browser based time tracking application with easy remote access and client web portal capability.
More Information
Whether you are a service organization or a retailer, we all give service to our customers. Sometimes they are difficult to monitor since they are so diverse by customer or by employee assigned. Therefore, with this in mind, the Tekoa ERPService Activity Manager module was designed to give you real-time and accurate access to many different aspects of services you provide.
Imagine being able to manage all your Work In Process (WIP), Service Projects, Service Billing, in-house Knowledgebase and assigned service tasks all in one convenient place. Well now you can through implementation of this robust and complete Tekoa ERP Service Activity Manager software module. We interface seamlessly to other modules of our ERP to offer you quick access to customers, the service obligations to that customer, and the progress of each employee assigned a specific task under this module. Great management tools are available to monitor everything your employees are doing for your important customers - especially those key to your business success.
Be sure to contact us for a demo and additional explanation of services provided by this module. With it in place, you will be able to offer better and more timely service to your customers and cut the cost of managing those tasks. Call us today for a demo of these capabilities.
Tekoa Software, Inc. All Rights Reserved.
General: 509-340-3580 Support: 509-340-3733 Contact Us