CBS
CBS - Manage IT
Extend the CBS Commonsense core product software to the next level with 'CBS Manage-IT' from Purpose Software. Unparalleled in the ease by which critical service and revenue information is delivered to your desktop, CBS Manage-IT is a top down tool intended for Directors and senior staff within your organisation.
The colourful, graphical interface of CBS Manage-IT, displayed in your web browser, gives an instant visual reference to the key aspects of your company:
A dynamic and eye-catching product, CBS Manage-IT combines powerful reporting with ease of use. CBS Manage-IT currently has three separate views of critical business data:
Service Statistics
- Outstanding calls summary
- Outstanding calls by call category
- Outstanding calls by engineer
- Call statistics with drill down functionality
This section would be particularly useful for Directors, Service Managers and Call Controllers and incorporates the Outstanding calls summary, Calls by category, Call statistics and Outstanding calls by engineer pods.
Each of the four ‘pods’ within the Service Statistics section has the ability to drill down to reveal individual call details including call number, call category, date and time call logged, date and time engineer is due on site to meet agreed service response times, machine serial number, allocated status, engineer allocated, sales ledger account number, area, customer name, machine location address, model and any notes entered when logging the call.
With each of these options, it is possible to sort by Call number, Category, Call date, Customer and Model in ascending or descending order.
The Outstanding calls summary pod provides an overall summary of outstanding service calls and breaks these into Outstanding, Unallocated, Allocated and Despatched calls.
In the Calls by category pod, calls are sub-divided into the call categories used when initially logging the call or system assigned through the automatic call escalation routine. These categories include calls over their target response time, calls awaiting paperwork,credit queries, calls where an engineer has been despatched, calls where a part is on order and non-targeted calls such as installs, preventative maintenance, workshop, toner drop, return to fit calls where parts are not yet available and courtesy calls.
Analysis within the Call statistics pod looks at total calls this week and month and has the ability to view several weeks of current and historical call information.
Statistics shown are Total calls logged, Recalls logged, Install Requests logged and completed, Return to Fit calls logged, Average response time, No. and percentage of calls in response.
The Outstanding calls by engineer pod gives a clear idea of how many outstanding calls are currently allocated to each engineer, as well as the number of calls that have not yet been allocated.
Service Activity
- Shows directors and managers how engineers are being deployed
- Highlights areas for productivity improvement
- Shows anomalies on travel, absences etc
- Daily activity by engineer
- Individual engineer activity
- Highlights calls completed, travel, absences and free time
This section would be of greatest interest to Directors, Service Managers and Call Controllers. Contained within this section are the Daily activity by engineers and Individual engineer activity pods.
The Daily activity by engineer pod shows what activity all of the engineers are engaged in. This includes the time they are travelling to or between calls, free time, company holidays, personal absences and time spent on calls.
It is possible to drill-down to each call through this option and view the call number, call category, target response time, actual response time, customer name, postcode, action taken, work time, travel time and parts cost.
In contrast, the Individual engineer activity pod focuses on one engineer, selected from a drop-down list.
The activities for one engineer over a month are displayed, with the option of drilling down to view the call number, call category, target response time, actual response time, customer name, postcode, action taken, work time, travel time and parts cost.
Service Revenue
- Revenue by type, linked, unlinked, T&M and credit notes
- Revenue by nominal code, month / year to date
- Top ten customers by revenue
It is likely that Directors, the Office Manager and Accounts staff would be most interested in this section as detailed information regarding service revenue is shown.
The three pods within the service revenue view are Revenue by nominal code, Revenue by type and Top ten customers by revenue.
The Revenue by nominal code pod shows the value of service revenue in the current month and year to date, broken down by the nominal codes used when billing against the revenue.
This pod provides a clear identification of where your service revenue has come from. Within the Revenue by type section, it is possible to view the data in either bar chart or pie chart form, whichever you find most instructive.
Revenue is broken into the source of the revenue, using categories of linked machines, unlinked machines, chargeable services and credit notes.
Each of these categories of revenue may be further explored to reveal the individual billing codes used for linked and unlinked machine service revenue, the breakdown on chargeable calls in terms of labour, callout and parts and the date, value and number of any credit notes raised.
The Top 10 customers by revenue pod reveals which of your customers generate the greatest amount of revenue.
Drill-down options exist that allow you to view the invoice date, number and value.
Key benefits
- Fully Windows compliant
- Runs within a Windows browser
- Print capability
- Visually stunning
- Does not require a CBS user licence
- Instant refresh options
- User friendly
- Free Version updates and support
To learn more or arrange a demo please email us at: enquiries@purposesoftware.co.uk or call us on: 01494 523111
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