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

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