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I have a HVAC prospect that sells HVAC equipment w

  • 1.  I have a HVAC prospect that sells HVAC equipment w

    Posted 07-12-2016 09:53
    I have a HVAC prospect that sells HVAC equipment wholesale and also does fairly large commercial HVAC installs that last anywhere from 2-3 months to a year and am looking for good solution for the install portion to track labor and equipment costs. Any thoughts?


  • 2.  RE: I have a HVAC prospect that sells HVAC equipment w

    Posted 07-12-2016 09:57
    JobOps can do that for you.


  • 3.  RE: I have a HVAC prospect that sells HVAC equipment w

    Posted 07-12-2016 09:59
    That is, Sage 100c Manufacturing!


  • 4.  RE: I have a HVAC prospect that sells HVAC equipment w

    Posted 07-12-2016 10:18
    I agree, and HVAC has been a popular application of JobOps over the years.


  • 5.  RE: I have a HVAC prospect that sells HVAC equipment w

    Posted 07-12-2016 10:32
    One important note for this and other questions regarding JobOps (Sage Manufacturing) and service: If a customer is also performing service and this is a large part of the business, they should be looking seriously at the Field Service & Dispatch application. Not only does it efficiently track labor, materials and expenses on service tickets and against service agreements, it is built on the standard JobOps system, so the customer is also able to use the standard features of Work Tickets and the functions that are included within JobOps (time entry, scheduling, component exception manager, . . . ). They could use the standard JobOps functions for their longer term installation work and the Field Service for the more immediate service requirements. We have a customer that does both of these functions for hospital operating room equipment using the Field Service & Dispatch software. Why is this important now? You are still able to license Field Service & Dispatch (through a Solution Provider) on a perpetual basis directly from Synergistic Software rather than having to upgrade to 100c and licensing Sage Manufacturing through Sage. This is normally going to result in a cost savings for the customer. The ""rule"" (or probably ""more guidelines than rules"") is what does the majority of the business consist of. To me, I interpret this as ""if they have field service requirements, then go with Field Service & Dispatch.


  • 6.  RE: I have a HVAC prospect that sells HVAC equipment w

    Posted 07-12-2016 11:23
    MSI has a nice field service solution that connections with Sage 100


  • 7.  RE: I have a HVAC prospect that sells HVAC equipment w

    Posted 07-12-2016 15:41
    Thanks for everyone's feedback!


  • 8.  RE: I have a HVAC prospect that sells HVAC equipment w

    Posted 07-13-2016 09:23
    @MerilynVanZwieten Do you have any customers using MSI's Service Pro? We have had a hard time getting references.


  • 9.  RE: I have a HVAC prospect that sells HVAC equipment w

    Posted 07-13-2016 09:32
    Hi Kerry, I do not have any customers using MSI. I have presented it a few times but have not closed a deal. They should be at Summit. Perhaps you can visit there booth and ask for references there.


  • 10.  RE: I have a HVAC prospect that sells HVAC equipment w

    Posted 07-13-2016 09:51
    I don't believe MSI appeared at Summit last year. We have one customer who bought it over a year ago and have just recently begun using it, I think. @BarbRippberger?


  • 11.  RE: I have a HVAC prospect that sells HVAC equipment w

    Posted 07-13-2016 10:33
    Search the SC site using MSI as a the word. Interesting feedback and comments regarding them.


  • 12.  RE: I have a HVAC prospect that sells HVAC equipment w

    Posted 07-13-2016 10:39
    JobOps. Lather, rinse, repeat: JobOps. They won't be a no-show at Summit.


  • 13.  RE: I have a HVAC prospect that sells HVAC equipment w

    Posted 07-13-2016 15:31
    @JaneScanlan {My Like * 100}!


  • 14.  RE: I have a HVAC prospect that sells HVAC equipment w

    Posted 07-14-2016 14:17
    Yes, we do have a customer who purchased MSI's Service Pro. They aren't live yet, but will be soon, so we may have more to share then. It has been a long implementation, partly due to MSI and partly due to the end user.


  • 15.  RE: I have a HVAC prospect that sells HVAC equipment w

    Posted 09-21-2016 13:13
    How about JobOps? has Service and mobile and direct integration with Sage.