Repair Services

Repair Services

CDI's Solution Highlights

Work Order Entry

	Look-up by dealer reference number for ease of status checking for dealer units
	Look-up by customer name, phone number, serial number or dealer phone number, invoice
	Look up any previous repair by serial number for accurate warranty authorizations
	Enter warranty information, purchase date, dealer and city
	Unlimited character category code for all your product types
	Handles cod, warranty, parts warranty, contract, pay labor and any combination of these
	Tracks received, assigned, parts hold, completed and picked up dates
	Handles estimates
	Looks up required deposits or prepayments
	Special billing information and delivery instructions can be entered
	Parts on order status and information shows automatically
	Fully integrated with billing operations and parts ordering
	Shows pre-payments, total invoice amount and balance due
	Handles cash, checks credit cards and charge accounts
	Prints customer claim check showing all unit information and pre-payment made
	Prints a self-sticking unit tag for affixing to product
	Prints cash drawer reconciliation at end of day
	Reports for outstanding units, completed or waiting to be repaired
	Prints any previous repair invoices for documenting re-repairs

Inventory Control

	19-digit alphanumeric part number
	Substitute number
	Vendor and vendor order numbers
	Manufacturers model number
	Handles repairable parts out for exchange or re-build, eliminating costly over ordering
	Tracks and compares on-hand quantities to minimums and produces low stock report
	Manual stock adjustments and crediting to work orders
	Open or closed parts room
	Purchase orders printed and checked for delivery
	Physical inventory report sorted by bin location for easy counting

Billing

	Print invoice and or warranty form
	Service performed descriptions are labor coded for quick and easy text lookup and display
	Automatically looks up category of product to recall proper labor rate
	Use hourly or flat rates
	Different labor rates for dealers, shopped, carry-in and on-site
	Automatic claim number sequencing and printing on forms
	Technician billed labor crediting
	Automatic parts relief of inventory
	Written estimate printing
	Displays parts removed from closed parts room for invoicing

Technician Productivity

	Automatic updating
	Tracks billed labor , warranty, contracts
	Total weekly and monthly/yearly
	Performs commission calculations with built-in incentive formula
	Productivity report can be run daily
	Assignment report keeps track of all units for each technician

Management Reports

	Work order status reports
	Technician productivity reports
	Category, brands, service codes file maintenance programs
	Program configuration for optimum performance for your business
	Password assignments for data security and flexibility
	Multiple printer assignments

Accounting

	Daily sales reports
	Warranty transmittal report
	A/R outstanding invoices
	Tracks warranty claims
	Accounting system interface

See accounting modules detailed for complete system integration