If you’re not using a service and maintenance application, you may have reached the point where manual systems no longer support the pace of business. Where to start? You should know the five important questions to ask before implementing. The ten essential features to look for. How to prepare for product demonstrations. And the five most common mistakes people make.
allocations to user defined areas
calculate burden and overhead allocations? Information Gathering Do you need any specific information tracked in the system using custom fields? Do you need to keep notes and stamp them with the time they were written? Do you require a function that triggers you to follow up with a customer or job? Do your customers have multiple sites? Do you need your software to track documents, drawings, URLs, manuals, or e-mails? Do you require user-defined numbering of documents, contracts, projects, and jobs?