About CONCERT Service Management System™

Product Overview

CONCERT Service Management Software ™ , is designed to organize, track, and report on the processing of orders within your organization. An order can be representative of a sale, process or lifecycle in the delivery of a service within a business.

Key Features
Customer Management (Contacts, Classifications, Rates, Terms, Tax Status, Contracts, File Attachments, Activity Logs)

Vendor Management (Contacts, Items, Outlet IDs/Classifications)

Employee Management (Vacation/Holiday scheduling w/ requests/approvals, sick days, Sceduled Activities, Authorizations and certifications, Sales Commissions, Territories, Probation/Bonding status, Photos)

Service Orders (Personnel assignment & Activity scheduling, Warranty repair classification, Service type classification, Status & Tracking, Dat Log, File Attachments, Activity Logs, Modification audit via timestamps, Work description with corrective action (Knowledgebase), Internal ONLY notes, Inventory Pick List, Auto notification of New assignments)

Invoicing (Custom logos and text, Custom credit card acceptance logos and text, Recurring Invoice generation)

Purchase Orders (Shipping, Receiving)

Inventory Management (With Restock reporting)

Accounting (Accounts Receivable, Accounts Payable, General Ledger, Account Management, Site specific defaults, Checks, Cash Receipts & Deposits, Withdrawls, Reconciliation, Journal Entries (incl. Recurring Billing), Period Management, Reporting [Balance Sheet/Income Statement/Ledger/Journals, etc])

Site Management (Create one or more sites within an organization, Establish site specific preferences for [Data Archival/System Alerts/Messaging])

User Management



Key Benefits

1. Internet Accessible
2. Hosted Edition gives you the Enterprise Edition (Multiple companies)
3. Keeps you on track with every stage of processing your daily activities.

System Requirements
Windows PC with Internet connectivity (Hosted Edition)

Related CONCERT Add-Ons

SMTP Gateway : Add the ability to interface CONCERT's internal messaging facilities with your Internet based email systems. Available with hosted or customer premise configurations.

Scheduling Agent: Use this add-on module to schedule appointments for service, personal items, holidays, etc.

Scanning/RemoteScan Agent: Add the ability to scan documents from your local scanner into your CONCERT company. Simply select either a target order (Sales Order/ Service order) or Customer. This software will work locally or from any location with Internet connectivity.