EBMS Software
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EBMS Software
Tasks & Work Orders

The Tasks and Work Orders module within EBMS is useful in managing a variety of work orders, phone calls, contacts, and other tasks. These tasks are conveniently connected to customers, sales orders, serialized whole goods, timecard detail, and/or jobs.

 

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Main Features
  • Organizing, scheduling, and printing work orders: the task module can be used to schedule work orders for almost any service business. The task work order system is a power tool for electricians, vehicle repair centers, small engine repair, HVAC companies, computer repair, and almost any other service or repair business.

    The task module is a powerful tool to track the time and materials for T&M jobs or track the actual time spent on projects with an estimated time.

    The multiple views can be configured by the user to group and query tasks in a wide variety of combinations.

  • Evaluating the billable time for a service company: Managing a service company or division requires affective tools to measure the efficiency of labor and employees. Comparing billable time to the actual time is a powerful way to evaluate the profitability of individual employees or an entire service department. The task module allows the user to manage labor more effectively by quantifying the billable time using different work codes within payroll. The management reports within EBMS allow the personnel manager to base employee pay on his/her efficiency and performance.
  • Sales person’s contact manager: The task module is a useful tool for a sales person to track customer information, sales contacts, and other customer relation information.
  • Logging customer support contacts: The task module includes a number of features to log, organize, and evaluate phone calls, service calls, and follow up contacts.
  • Recording events contained within a specific job: The powerful combination of the optional EBMS task and job costing modules are great to track labor, material, and billing processes within a construction, manufacturing, or other type of job or project.
  • Tracking details for service contracts: The task module can be used to track labor that is related to a service agreement or annual contract.
  • Maintaining history regarding individual pieces of equipment or whole goods: Logging contacts, service history, and other task detail is very valuable in managing labor in a service business.
 
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