FMS Version 4

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(No Transcript)
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• This presentation is the property of Paradigm
  Information Systems
• It is confidential to the intended recipient for
  the purpose of evaluating FMS
• Any other use is unauthorized
• Information contained in this presentation is for
  demonstration purposes only

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Who is Paradigm?

• A group of Los Angeles, CA based technology
  professionals, including software consultants,
  programmers and database experts.
• Founded in 1993. Thats 19 years and counting
  
• Specializing in mobile-based software solutions
  for field service, maintenance, facilities
  management, call tracking, and reporting.
• There are currently over 100 offices and
  thousands of service technicians using Paradigms
  service and maintenance solutions in the U.S. and
  Canada.
• Current clients include machine tool companies,
  elevator service companies, hospitals, colleges,
  manufacturing plants, others

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What does FMS do?

• The FMS system automates the exchange of data
  with the field technicians.
• Customer Service Tickets
• Time Sheet and Payroll Data
• Parts Inventory
• Service Schedules
• Equipment History
• Customer Information

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Benefits

• Eliminates
• Paper / Manual Service Records
• Redundant Information
• Records Filing Storage
• Provides
• Customized Scheduling
• Electronic Customer Signatures
• Job Costing, Parts Labor
• Parts Reordering
• Payroll Recap Reporting
• Emailed communications to customer.

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System Components
The System uses non-proprietary components from
industry leading companies.

• Android, Windows Mobile, and Palm OS smartphones
  and PDAs
• Microsoft SQL Databases and Servers
• Cellular or Wi-Fi internet connection.

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FMS Modules and Features
Equipment Details
Dispatch Ticket Processing
Tablet / Smartphone Interface
Includes Standard Reports.
Customer Information
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Rich Application Interface

• Simple and easy to use interface.
• Main icon-bar for graphical navigation
• Resize-able screens and windows
• Standard icons
• Barcode Support

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Manage Customer InformationEasily view service
historyQuickly lookup machines
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See All Customer information on one screen, in
one place (Including contact info, service
history, machine list, current tickets, and
more)Set customer specific options like
mileage rates, tax rates and travel hours
limits.Rate customers by level (platinum,
gold, silver, bronze)Keep detailed customer
notes for everyone in your organization to easily
and quickly referenceSet customer status like
Hold, COD or even mark for Review.
Manage Customer Information
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See All Equipment information on one screen, in
one place Build and maintain detailed records,
including date purchased, installed and warranty
informationDefine and setup service
contractsSet a schedule for Preventative
Maintenance and have the software remind you when
its dueView detailed history with one click of
the mouseCapture notes specific to this unit
for all to see.
Manage Equipment / Machine Information
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Service Call ListSee all calls in an easy to
view, color coded listYOU control the columns
you see.Open, close and edit service calls from
one screen.Filter this list by customer, date,
tech, etcExport this list to Excel or PDF with
one click
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Service Call Details - Where it all happens!
Assign calls to one or more techs Specify the
exact machine to be serviced See any contract
and warranty information as you edit the service
call Mark the call as Down Machine or as a
Return Call Set Ticket Type (Paid, Warranty,
Courtesty, etc)
Easy to use and view Enter service calls while
talking to the customer Tabs on the left show
all important customer information without
jumping around If the customer is on HOLD or
COD, the screen flashes Verify customer address
and other info edit with one click!
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• Dispatch Board
• Use graphical tools to schedule service visits
• Drag and drop enabled
• View schedule for any day and/or tech
• Print out service schedules in the field

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Document Service Activity (Service Reports)
Shows summary of service call Collect detailed
work description Show billing rates (if
applicable) Document hours (labor, travel, time
on/off site) Capture important information on
machine usage Set options This info becomes
part of History
This information is usually captured by
Techs in the field
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Parts and digital signatures are included
Document parts usage for each service
call Specify the source of the part (Truck, Drop
Ship, Warehouse) Automatically updated inventory
levels when service report is processed Capture
and view digital signatures
This information is usually captured by
Techs in the field
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Print Service Tickets, with electronic
signatures, in a format that you can send
directly to the customers.In most cases, the
system automatically emails the customer copies
of his service reports within minutes of the
service visit.
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Manage Parts InventoryFull warehouse and truck
inventoryLook up parts prices and
availabilityTrack and document consigned and
owned partsLoad parts lists and prices from
suppliers
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Inventory Item Details

• Track unit cost and customer price
• Multiple warehouse / Van locations
• Transfer and adjust inventory with detailed audit
  records
• Document parts received from vendor orders

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Custom Reports List

• FMS Support Crystal Reports as the reporting
  format
• Create custom templates and check them into the
  system
• Parameter screens are automatically generated
• Export to Excel, PDF, Word, etc
• Email reports using MAPI interface
• Standard reports are included
• Use database map to navigate through the data
  tables

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Payroll ReportUsed to extract daily and hourly
payroll information from service tickets. Can be
used to eliminate duplicate payroll entry by
technicians
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Service History By CustomerUsed to display a
list of all activity for a particular customer.
Report covers any activity on any machine owned
by the specified customer
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Billing ReportUsed to extract daily and hourly
billing information from service tickets. Only
shows information that the service techs marked
as billable. Includes labor, parts and prices.
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Time Summary ReportShows payroll information
in a summary format.
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Parts InventoryShows a list, quantity, and
price of parts for each specific warehouse,
including service vehicles
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Parts Usage Source AnalysisShows quantities
and percentage of parts used and their source.
Good for determining whether or not truck and
inventory levels are set correctly.
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No Paper! Close Tickets In the Field with a
Laptop

• Technicans collect all data in the field.
• Special program for laptop links directly to the
  office
• No information is lost
• Real-time data transfer
• Electronic signature capture
• No Paper!

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Assigned tickets (Laptop)

• Each technican can view tickets for the day
• No need to call the office for work.
• See customer data and history
• No additional information will be needed

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Documenting service activity (Laptop)
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Capture time and expense information (Laptop)
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Capture specific information on each machine
(Laptop)
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Capture Signatures and Show Cost Summary (Laptop)
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Close tickets in the field using your smartphone

• The device you aready have is all you need!
• Provides an intelligent link between technicians
  in the field and the database in the office.
• Native app. Works when theres no active
  connection!

• Smartphones, such as Androids, Windows Mobile and
  Palm OS devices are supported.
• I-Phone / IPAD available soon!
• works on tablets!

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Android Phone Screens
Navigation using the Main Menu
See all open and assigned service tickets
actual screens shown
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Verify service report details
moreAndroid Phone Screens
Document the full work description
actual screens shown
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Document parts used on the job, including price
(if available)
Document parts used on the job, including price
(if available)
Document parts used on the job, including price
(if available)
Document parts used on the job, including price
(if available)
Document parts used on the job, including price
(if available)
Document parts used on the job, including price
(if available)
Document parts used on the job, including price
(if available)
Document parts used on the job, including price
(if available)
and moreandroid phone screens
and moreandroid phone screens
and moreandroid phone screens
and moreandroid phone screens
and moreandroid phone screens
and moreandroid phone screens
Automatically order additional parts to be
dropped shipped
Automatically order additional parts to be
dropped shipped
Automatically order additional parts to be
dropped shipped
Automatically order additional parts to be
dropped shipped
Automatically order additional parts to be
dropped shipped
Automatically order additional parts to be
dropped shipped
actual screens shown
actual screens shown
actual screens shown
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Technician checks the appropriate boxes regarding
the call. Great for reporting!
Technician checks the appropriate boxes regarding
the call. Great for reporting!
Technician checks the appropriate boxes regarding
the call. Great for reporting!
Technician checks the appropriate boxes regarding
the call. Great for reporting!
Technician checks the appropriate boxes regarding
the call. Great for reporting!
Collect custom information about the call and
equipment(user defined!)
Collect custom information about the call and
equipment(user defined!)
Collect custom information about the call and
equipment(user defined!)
Collect custom information about the call and
equipment(user defined!)
Collect custom information about the call and
equipment(user defined!)
Collect custom information about the equipment to
be included with the service record.
Collect custom information about the equipment to
be included with the service record.
Collect custom information about the equipment to
be included with the service record.
Collect custom information about the equipment to
be included with the service record.
actual screens shown
actual screens shown
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Technician enters actual time on/off site as well
hours and travel.
Document time and compute service costs in the
field
Service costs are computed automatically based on
rate, taxes and expenses
actual screens shown
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Collect signatures from customers directly on the
smartphone
and moreandroid phone screens
Then, hit one button and transfer all the
information to the office imediately NO PAPER!
actual screens shown
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• FMS is not new. It was first developed in 1998
  and has continually evolved ever since.
• Currently installed and working at over 120
  customer offices in the US and Europe, including
  ThyssenKrupp Elevator, HAAS Torrance, HAAS
  Houston, and FADAL Machining Centers and several
  other service companies.
• We have lots of experience in the service
  industry
• Continually enhanced and modified with direct
• input from service and repair managers.
• Stable and mature

Is it new???
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Availability

• Version 4.9.x is available NOW!
• Takes less than 4 weeks to do a complete
  installation and training after the following
• initial consultation and needs assessment
• loading of existing data in the system
• customization of report templates for a unique
  needs.

Is it new???
Ordering Info.
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Questions?
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Contact Information
Maurice Dorris (maurice_at_paradigminfosystems.com)
Technical Consultant Paradigm Information
Systems Ph 310-768-2965