Maintenance Solution

Key Features

• Perfect Maintenance Solution keeps track of day to day calls, maintenance dues, service dues, maintenance contracts & quotations
• Best suited for hardware people, machine manufacturers or service centers
• SMS (with Bulk SMS package) & e-mail integration
• Prominent customer for this solution: Integrated Perfect Systems (I) Pvt Ltd
• Maintenance due & service due shown on startup of the software
• Quotation generation for customers
• Booking of support calls, with area wise call allocation to engineers
• Client visit entries
• Maintenance due tracking & annual maintenance contract preparation
• Challan entries for incoming materials & outgoing stock
• Reminder feeding for tasks & payment collections
• Bulk SMS & e-mail sending options

Master Modules

• User master with user wise login & rights assignment for each menu
• Company master with name, address, contact & GST details, plus signature image used in mailed communications
• Party master with maintenance rate, maintenance start month, and contact & GST details
• Item master with configuration, sale/purchase/minimum price, margin %, margin in Rs, and walk-in customer pricing
• Item master pricing — password protected bulk pricing update module
• Parameter master to manage issue category, machine configuration, engineers, party category, item category etc.
• Terms and conditions master, printed on reports/AMCs
• Party master detail bulk edit, and multiple addresses per party

Input / Activity Modules

• Machine details entry, including configuration, warranty date & maintenance status
• Call sheet for day to day entries of calls received
• Maintenance module for annual maintenance contracts, auto-pulling party rate/machine count/contract period from master, with pro-rata charging for items still under warranty
• Acceptance module to record whether a party has accepted the maintenance contract
• Petty cash module for engineers’ day to day expenses
• Service due entry with actual closed date & remarks
• Item quotation generation
• Challan entries for materials in/out to/from service centers or customers
• Call allocation to engineers, including area-wise allocation
• Reminder module for payment & task reminders, popped up on login at a specified date/time

Reports

• Machine details report (detail/summary) showing party wise list of machines, configurations & contract coverage