assets |
pro |
enterprise |
parts attachments
(link parts from inventory + parts warranty tracking) |
 |
 |
document attachments
(all file types: manuals, invoices, etc.) |
 |
 |
| preventative maintenance scheduling |
|
|
asset photos
(unlimited photos available in Enterprise) |
|
|
configurable asset categories
(identify your company’s assets) |
|
|
| customizable asset lists |
|
|
asset details
(one screen view for full profile including sub assets) |
|
|
| quick review of work order history |
|
|
| tree level grouping |
|
|
configurable asset status
(e.g. inactive, active, sold, etc.) |
|
|
asset attachments
(sub components of an asset) |
|
|
unlimited meter types
(e.g. hours, cycles, miles, fuel, etc.) |
|
|
| unlimited user defined fields |
|
|
work orders |
pro |
enterprise |
| multiple work order completion |
|
|
work code lookup
(service items available in Enterprise) |
|
|
printable file attachments
(all file types: manuals, invoices, etc.) |
|
|
work order details
(one screen view: notes, parts, labor, etc.) |
|
|
| work order/preventative maintenance forecasting |
|
|
configurable work flow
(create status types: parts pending, work on hold, etc.) |
|
|
| work order/PO integration |
|
|
| part warranty alert |
|
|
| insufficient part quantity reminders |
|
|
inventory |
pro |
enterprise |
| non-stock inventory |
|
|
| alternate parts |
|
|
file attachments
(all file types) |
|
|
multiple costing methods
(LIFO + FIFO available in Enterprise) |
|
|
| part stocking levels |
|
|
inventory details
(one screen view for full part profile including part usage detail) |
|
|
| barcoding - see Optional Modules |
|
|
multiple part locations
(e.g. warehouses, bins, etc.) |
|
|
| part warranty tracking |
|
|
| multi-site part support |
|
|
| multiple and preferred vendors |
|
|
| part forecasting |
|
|
| part pictures |
|
|
purchase orders |
pro |
enterprise |
purchase order file attachments
(all file types) |
|
|
purchase order budget assignment
(e.g. cost codes, GL accounts, etc.) |
|
|
| configurable purchase order flow |
|
|
system generated PO#
(internal PO #’s available in Enterprise) |
|
|
| parts backorder options |
|
|
| suggested PO’s based on stocking levels |
|
|
purchase order details
(one screen view for all PO information) |
|
|
| part returns, multiple invoices per PO, credit memos |
|
|
| purchase order and work order integration |
|
|
| quick historical purchase order lookup |
|
|
| split parts to a new purchase order |
|
|
reporting |
pro |
enterprise |
| export to Excel, PDF, CSV and Word |
|
|
| favorites search criteria |
|
|
standard reporting
(e.g. work details, cost history, asset summary, etc.) |
|
|
| extensive report filtering options |
|
|
flex summary reports
(e.g. choose fields, sorting options, etc.) |
|
|
| custom report lists |
|
|
| print items in grid list |
|
|
enhanced reporting capabilities
(e.g. additional reports, filtering options, etc.) |
|
|
general |
pro |
enterprise |
| Microsoft SQL database |
|
|
| industry renowned user interface |
|
|
| customized to your industry |
|
|
| budget and expense tracking |
|
|
| create and save favorite search criteria |
|
|
| spell check |
|
|
| configurable list views |
|
|
security
(Enterprise is role-based security) |
|
|
audit trail
(track changes applied to any record within the system for increased visibility) |
|
|
| custom interface skins |
|
|
| mobile capabilities |
|
|
calendar module
(interactive schedule + work order calendar) |
|
|
| multiple entity/location support |
|
|
| 3rd-party application integration capabilities |
|
|
| accounting integration capabilities |
|
|
contacts |
pro |
enterprise |
customer tracking
(full profile information: name, email, phone #, etc.) |
|
|
vendor tracking
(full profile information: name, email, phone #, etc.) |
|
|
employee tracking
(full profile information: name, email, phone #, etc.) |
|
|
| file attachments for all contact types |
|
|
| vendor credit memos |
|
|
| employee photos |
|
|
| employee certifications |
|
|
optional modules |
pro |
enterprise |
automated alerts module
(automated email reminders, text messages + setup automatic reporting) |
|
|
asset tracking module
(check in/out + assign assets to an individual and location) |
|
|
dashboard module
(see specific reports in graph formats: bar, line, pie, etc.) |
|
|
log tracking module
(pull meters such as miles, hours, fuel, etc. from 3rd-party applications) |
|
|
work order requests module/Easylinks
(create + submit work requests) |
|
|
mobile access module
(access work orders on a mobile device) |
|
|
report designer module
(design custom reports and/or edit existing reports) |
|
|
bar coding module
(bar coding for inventory + assets) |
|
|
export module
(export custom data out of the system) |
|
|
