ERP for Field Services | DigiLeap Technologies

Why TSM

Scheduling Management

Asset Maintenance

Adhoc Jobs

Supplier Management

Inventory Management

Project Management

Time Management

Do you have Time-bound projects or maintenance work that needs quick completion
Is resource utilization of your Skilled Technicians suffering due to Admin holdups
Are you challenged to execute On-Demand Jobs faster and cheaper
Are there onsite delays due to lack of parts, product pricing or technical knowhow
Are there problems scheduling maintenance of components having different asset life-cycles
Is there a need to manage your Project Budget better
Is your company still using a patchwork of spreadsheets, paper or old systems

Scheduling Management

Flexible Scheduling for all Jobs
Automated Visual Scheduler reassigns jobs on the fly
No need to juggle spreadsheets and whiteboards
Drag & Drop jobs into the calendar
Technicians will instantly see changes in their Mobile
Schedule multiple people to jobs using drag and drop
Schedule multiple people over multiple days

Visual Scheduler

Jobs Centre

Asset Maintenance

Tracks preventative maintenance of serialized assets
Create comprehensive maintenance schedules
Create multi-site Maintenance Agreements
Create multi-asset jobs
Track lifetime cost of an asset & view its job history
Import customer / internal assets from other applications
Auto-assign them to pre-planned maintenance plans based upon equipment type
Fine tune schedules with expiry dates, green time zones, estimated costs & spares availability
Add compliance & pre-requirement checklists to assets and pre-planned scheduled work
Create quotes, invoices & purchase orders using one of our many schedule wizards
Move assets from site to site with all movement audited and history retained

Adhoc Jobs

Easily create on-demand jobs
Update and email quotes from within TSM
Both field and back office have the option to estimate & quote for jobs
Upon customer acceptance, convert quote into a new job
Easily view the status of all open quotes in the Job Centre and follow up on emails

Job Card

Inventory Management

TSM has a very comprehensive inventory management module
It offers enhanced warehouse management on every aspect of your inventory
Advanced features include barcode support, serialized inventory management & stock-take batches.
Every stock adjustment is tracked in real time
Set re-order levels below which an order is placed automatically with your suppliers
TSM allows setting of multiple sale price levels with customer negotiated discounts
Product and supplier lists can be imported from other systems or readable files
Inventory levels at multi-location Warehouses and Vans can be tracked.
TSM supports Bill of Materials, grouped items, assemblies and kits.

Parts & Products Issuance

Spare Part In-Stock

Managing Parts & Assemblies

Parts & Product Configuration

Supplier Management

TSM has a comprehensive Purchase Order Management system
Handles partial receipts and back orders
Technicians can pick-up parts across the supplier’s counter if PO is issued
Ordered materials can be directed to ware-house or optionally sent directly to a
job
TSM allows easy reconciliation between supplier invoices & field purchases.
TSM also provides a configurable approvals process for parts requisition
Technicians can then order parts that are out-of-stock, with or without approvals

Project Management

Easily manage larger projects, actuals-vs-estimates, progress claims and actual costs
Create multi-staged projects with variations, purchase materials and schedule work to your field engineers and technicians.
TSM tracks actual costs and future costs to complete vs your expected costs
TSM also monitors cash flow and identify overruns as they occur.
Multi-stage projects can be estimated stage-wise as fixed price or parts & material
Progress claims can easily be raised against the project to improve cashflow
The project summary page provides a snapshot of key metrics of project’s progress

Time Management

Detailed time sheet capture in real time allows detailed breakdown of time spent by staff
Logs time against jobs, projects and in-house administrative tasks
Allows for flexibility in trade and labour type and labour rates
Tracks employee costs for overtime, employee hourly costs & overheads and travel expenses
Set hourly rates, minimum hours, differentiate actual vs billable hours
TSM captures time in real time on Mobile
All time is continuously GPS-tracked for the location once the technician logs in
TSM makes it easy to view & validate your time information before exporting it to your accounting system for payroll.

Business Reports

Comprehensive reporting suite, scheduled reports, and report customisation
Financial, operational and diagnostic reports are all catered for
Comprehensive report filtering capabilities allows you to see exactly the information you want when you need it
Tailor your jobs, quotes, and invoices exactly the way you want with logos, fonts, and pictures
Schedule reports to print or email at the time and frequency you choose
Bulk email reports and invoices to your customers, technicians and staff
Export reports to Excel, Word, PDF, and many other formats.
TSM includes an extensive reporting engine allowing all reports to be customised to your exact requirements

Out-of-the-box Reports

TSM Mobile Solution

TSM Mobile is a fully featured solution
Clock GPS-tracked time, view equipment history, capture test results, before & after-job photos
Service multiple equipment items under one job
Features can be turned off if not required
Add new equipment found on site directly into the customer’s maintenance asset list
Build compliance checklists in line with customers’ requirements / industry regulations.
Access safety and compliance audits with Occupational Safety and Health (OH&S) Checklists.
The TSM Mobile allows generating quotes by adding parts to a jobs, if markup of cost is known
Create or update invoices, enter payments

TSM Mobile Screens

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