Service Director Overview

The Service Director application helps you manage equipment service calls by consolidating technician information, schedules, and work orders into one module. After you have set up the system, Service Director tracks your work orders from entry to completion by scheduling dispatches, recording service call work, and maintaining work order history.

Service Director associates regularly serviced equipment with your customers, then uses that information when you enter work orders. The work order is the heart of the system: it records a service request action with a dispatch, which in turn contains labor and parts lines to record what was done during that service call action. When the work order is complete, the system maintains the work history for both the work order and the serviced equipment so that you can view service details, identify recurring problems, or plan routine maintenance.

Service Director also allows you to manage your internal equipment through service orders. By working with the TRAVERSE Fixed Asset application, you can track the ongoing maintenance costs of your equipment during its service life. Like work orders, service orders record a service request with a dispatch for labor and parts, and allow you to record what was done during that service call action. You can plan routine maintenance, view service details, and identify recurring problems with your equipment while maintaining equipment history.

Service Director simplifies scheduling with scheduling tools. These tools allow you to create schedules, specify holidays and dates your company is closed, and enter any advance schedule changes for specific technicians to plan future availability and manage workflow. When you need to schedule a service order or work order dispatch, you can ask the system to suggest a time based on technician availability or view a specific technician's calendar to create a booking. Once you have booked dispatches, use the built-in calendars to view scheduled dispatches and plan activities.

Service Director works with the TRAVERSE Accounts Receivable application to record invoice and payment information for completed service calls. Posting completed work orders in Service Director creates open invoices in Accounts Receivable. After you post work orders, use Accounts Receivable to print or reprint invoices and record payment information.

Finally, use the reporting tools to view service order, work order, profitability, and productivity information to analyze your business, identify trends, or introduce new types of services.