Service Maestro product, developed by IIG, integrates seamlessly with Sage 100 ERP Products. This powerful enhancement can handle all your service needs from entry of service calls, management of field technician schedules, invoicing for material and labor to costing of contracts.

1. Welcome to
Service Maestro Presentation
for Sage 100 ERP
Developing Solutions for Sage 100 ERP
(formerly known as Sage MAS90 ERP, Sage 200 ERP
Since 1991
www.iigservices.com
(877) 475-4092

2. Introduction to IIG
 Founded in 1991
 Leading Sage 100 / 500 ERP
 40+ Employees, 80% Technical
 Specialize in providing fully integrated ERP & CRM solutions
 Master Developer of industry solutions for:
 Warehouse Automation & Advanced Distribution Features for Sage100
 Material Planning & Production, WO & MRP modules in Sage100SQL
 Field Services Automation
 Rental Inventory Management
 Apparel – Product Life Cycle Management
 Supporting over 1000 customers nationwide
 Supporting over 100 resellers

3. Service Processing for Sage 100 ERP
 Processing of Tasks / Service Work Orders generated for:
 Service calls - manually using Dispatch Board
 Installations – auto generated from Sales Order Entry
 Preventive Maintenance Contracts – auto generated by Service Maestro
 Dispatching of Tasks – using email, printed forms or access via mobile devices
 Creation of multiple Dispatch Board views - ability to:
 Set filters – territory
 Fields displayed for each service work order
 Billing Process Management
 Creation of Preventive Maintenance Tasks
 Processing of Contract to track:
 Profitability to annual contracts
 Warranty information
 Installation job costing
 Installations Management
 Loading of items into sales order for packages - CCTV, Garage Door
 Creation of Installation Tasks
 Installation Management Dashboard

4. Service Maestro Integrations
 IIG Mobile Solution
 Ability to enter labor and material using any mobile device
 Ability to change the status of task / service work order
 IIG Rental Maestro
 Ability to schedule crew to operate equipment on rent
 Ability to charge rentals for operation of equipment
 Ability to schedule preventive maintenance tasks based on rental
equipment usage
 MapQuest / MapPoint Integration
 Payroll Integration

5. Dispatch Board – Setup Options

6. Task Data Entry
 Quick task entry by right clicking on the board
 Lookup by Customer Number, Ship-to Address & Equipment / Serial Number
 Prompt technicians for data based on entered Nature of Task
 Validate Skill / Tech Cert Mgmt
 Access to Repair History
 Drill down to past activity
 View tech comments / parts used
 Access to warranty coverage info

7. Material and Labor Entry
 Dispatch tasks - one to many technicians / days
 Enter labor and material by dispatch
 Discuss truck inventory / committing inventory entered on dispatches
 Pricing using special rates by contract, or warranty coverage information

8. Invoicing – Each Dispatch
 Invoice completed tasks from Dispatch Board or Task Data Entry programs
 Manage billing process by creating status / board views for job completed / ready to invoice
 Auto create invoices for all dispatches based on dispatch status
 Auto create invoices based on Billing Frequency code – weekly / daily / monthly set by
customer or contract
 Support for credit card processing
 Ability to create new invoice or load information to existing sales order or invoice

9. Email Generation from Dispatch Board
 Generate emails for each task from the board
 Batch Generate emails based on date / task status, technician

10. Auto PO Generation
 Ability to Create Purchase Orders for tasks
 Dispatch status is changed when Purchase Order is received in Sage100 Receipts
of Goods Entry program

11. Creating BOM & Routing for Installations
 Create list of steps to be performed using Routings
 Enter instructions for each step
 Link Routings to items or Bill of Material Options

12. Creation of Sales Orders based on Template
 Ability to create packages containing material and misc. charges
 Garage Door Package / CCTV Package
 Ability to define, price, vendor and vendor cost for each item entered in the package
 Auto load items into sales orders

13. Installation Task Generation from Sales Orders
 Create tasks from the order header for the entire sales order by entry of routing or Bill
of Material item (to use options defined)
 Create tasks based on routings linked to each item processed on the sales order’s
line tab

14. Installation Management
 Security events allow for management of the installation process
 Production and installation tasks can be dispatched only if required checkboxes are set
 Change Order checkbox is set if items are added/deleted or price is changed after order review
flag is set
 All changes to flags are tracked in a sales order memo

15. Installation Management Dashboard
 Manage workflow based on status of each step of the installation process
 Drill down to sales orders from dashboard

16. Contacts – Setting up PM
 Create Preventive Maintenance visit schedule by contract or specific to each item
 Enter pricing for each item and labor by duration of time (or flag contract as all labor
and material are covered)
 Enter response time or coverage by contract

17. Setting Up PM By Item
 Ability to define the renewal rate and code by item
 For purchased items, ability to define the vendor, vendor item number and the cost
 Ability to load components to use and services to provide for each task generated
 Ability to review inventory requirements for created tasks

18. Contract Renewals
 Ability to maintain different schedules for:
 Invoicing the customer - Monthly / Quarterly
 Frequency of visit – creation of preventive tasks
 Renewals
 Frequency of renewal, auto extension of contract ending date
 Document to generate – Quote, Sales Order or an Invoice

19. Access to Contract Transactions
 Access to all transactions processed for a given contract
 Service Task (work orders)
 Sales Orders
 Invoices
 Purchase Orders
 RMA

20. Warranty Contracts
 Create a template contract containing duration and rates for material and labor used as part of
warranty work
 Track expenses for warranty services – labor and material
 Link warranty contract to items, auto generate warranty contracts as item is sold to customers
 Track history of repair and RMA transactions for each contract
 Generate transactions to sell extended warranty

21. Material Planning for PM & Installations
 Ability to view demand on items based components loaded into preventive maintenance tasks
 Ability to view demand on components for assembly tasks created for installation orders
 Ability to generate purchase orders for created demand

22. Job Costing
 Roll up costing to contacts for processed transactions
 Assigned cost codes to items or labor codes
 Post to contracts from AP for processed invoice

23. Payroll Integration
 Assign employee codes to technicians
 Assign payroll earning codes to labor codes
 Load enter labor hours into Payroll Data Entry
 Calculate overtime based on 40 / week or 8 / day

24. MapPoint and MapQuest Integration
 Ability to view tasks on the map of the area and assign task to technician
 Ability to get directions from one location to the next

25. Mobility - Field Data Collection
 Developed using Sage SData
 Support for iPad, iPhone, Android and PC browsers
 Auto re-size based on the device

26. Mobility - Field Data Collection
 Integration with Google Map and Calendar

27. Mobility - Field Data Collection
 Ability to enter labor and material used in the field
 Ability to change the status of service work order / task
 Ability to generate invoices