ABOUT PTY LTD TECHNISOFT Technisoft Pty Ltd is a leader in INNOVATIVE SOFTWARE SOLUTIONS. Our core focus is to make the complex task of managing plant, infrastructure and field technicians easy. Our software is used worldwide, in many industries, by businesses managing their organization in-house, and by businesses providing outsourced management services. It began with our flagship product, Service Manager, the award-winning software that fully integrates with Sage 300 ERP and enables in-depth control of job costing, scheduling of resources, preventative maintenance, service agreements, and field staff directly from your accounting software. Early on, we earned the distinction of being a Sage Endorsed Development Partner which is a key differentiator for us. We have received many prestigious Development Awards and continue to listen to our customer requirements which has led to the development of software applications like Report Manager, Advanced Maintenance, Advanced Scheduling and Field Connect, to name a few. More industry awards followed along with a burgeoning global client-base. Then we started receiving requests for products that enhance other, widely used applications. And that has led to the development of Fling-it. Fling-it is our app for your Outlook toolbar; simply click on the Fling-it button, pull-down the menu and link directly to any SQL database. Large email tasks just got easy! What can we tell you about our future while we re looking back? We can promise you more of the same. More applications that; streamline business processes, improve efficiencies and reduce overheads. Where we are at today makes perfect sense when you consider our founder s vision was to create applications that add value to the communities we work in; create jobs, improve everyone s bottom-line and never compromise on service quality or product integrity. The proof to this claim is the fact that new clients become long-term partners. You might also find it interesting that the same vision has been embraced by Technisoft s own employee culture resulting in virtually no staff turnover. With the awards and the rewards comes a sense of fulfilment. Technisoft has made a difference in the lives of our clients, our business partners, and employees. We invite you to acquaint yourself with our salient range of products. We think you ll find that our mantra to EXCEED EXPECTATIONS has been hard earned and is deserved. Welcome then to the world of Technisoft, celebrating more than a quarter-century of software innovation.
PRODUCTS Integrates seamlessly into Sage 300 ERP. Manage job costing, preventative maintenance, scheduling of resources, field service, and general equipment servicing. Equipment transfers, warranty, rental, serial and lot tracking. Standard and WIP accounting. Profit analysis. General, recurring and consolidated invoicing. Issue parts, services, travel, and contractor services. Time entry, labor tracking, resource utilization. Billable/Non-billable time. Task and activity checklists. PO s, requisitions, authorization workflow. Returns, refurbishments, rotations. Service, Meter and Warranty Agreements. Multi-currency. Fully scalable. Scheduled or meter based maintenance plans. Predictive maintenance. Parts and labour requirements forecasts. Budget vs. Actual profit analysis. Model & site maintenance templates. Task and activity templates. Cross level dependency. Agreements/Contracts. Connects HQ/Mission Control to your field technicians. Device independent, browser based - protecting your investment - Supports any current Apple, Android, Blackberry or Windows phone or tablet device. Job details, status, priority, notations. Upload/download files, photos. Manage equipment, parts, labor, travel, PO Reqs., notes, tasks, faults, history. Record labor and travel time. Sign-off signatures. Print invoices. Maps, routes and auto phone dial functions. Touch-driven for ease-of-use. Security authentication.
Mission Control. 3 pivot views - Outlook Calender, Job List and Timeline. Fully integrated to back-end accounting and job system. Live integration with field technicians. Monitor onsite time recording. Updating mobile phones or tablets is as simple as drawing an appointment. Maps, routing, alerts, email and sync to Outlook. Colour appointments by status, priority, zone, job type, service centre, customer Quickly create a new job whilst logging a call. Find a free tech by time available, skill, work group, or utilization capacity (loading summaries). Unlimited custom queries. Print work orders, schedules, routes and maps. Employee access to jobs and quotes via the Internet. Management and Sales Force views. Update equipment, parts, labor, PO Reqs., travel, notes, tasks, faults, history. Sign-off signatures. Profit analysis. Access full equipment details. Print invoices, credits, work orders, quotes. Upload/Download files, photos. Full Service Level Agreement support. Security authentication and permission levels. Integrates to Sage CRM, including opportunity and case management and work flow tasks. Customer Self Service - log job or quote requests. Access to job or quote progress. 3 tier security Admin, General, View only. View maintenance, task and activity schedules. Equipment history, warranty and life cycle cost. Service Level Agreement/Contract information. Online chat functions. Geographic work centres or divisions. GL account segment override. Specify stock location defaults. Separate numbering for all document types - projects, jobs, quotes, templates, agreements, invoices, credits and return authorizations. Lock an employee to a Service Centre.
Easily create great looking professional user interfaces for your Crystal Reports. Supports any Sage 300 ERP program module. Create finders, pull down boxes, date pickers, check boxes, text edit, system variables - replace restrictive parameters. Schedule, email and manage all Crystal Reports from a central location. Create report groups - Service, End of Month, Profit, Balance Sheet, Orders, AR Aging, Admin Define user access rights. Pre run scripts. Dispatch print methods printer, email, preview. An Outlook Add-in. Visible in the Outlook Appointments, Email and Task ribbon command bar. Support for any SQL database. Provides access to any SQL data for insertion into emails. Create default email layouts. User access security. Audit logs ensure full trail of all transactions. Include attachments, graphics and documents. Use database filters to generate email to specific recipients. Integrates with Report Manager (Sage 300 ERP users only) to allow emailing of reports. Detailed product brochures available. www.technisoft.com www.technisoft.com Contact your Sage 300 ERP Solution Provider for further information. W www.technisoft.com E technisoft@technisoft.com.au T +617 5554 5844 F +617 5554 5522
A simple utility that streamlines the complexities of reporting REPORT MANAGER and SAP Crystal Reports Over the years, we ve listened to plenty of consultants who use SAP Crystal Reports within the Sage 300 suite. There are two areas that received the most comment; the restrictive user interfaces and the inability to schedule reporting. So our development team looked at ways of turning a good application into a great application. Report Manager replaces the difficult to use and ugly SAP Crystal Report parameter interface with a friendly and intuitive interface that can be customized to suit. There are also options to email and schedule reports so that the task of creating, editing and distributing SAP Crystal Reports is simplified. AR DEBTORS REPORT BEFORE Whether you work in-house preparing reports for management or you re an outside consultant doing the same for your Sage clients, Report Manager is an affordable utility that pays for itself, again and again. HERE S HOW AND WHY. NOW, LET S TAKE A CLOSER LOOK AT A FEW KEY FEATURES AND BENEFITS. AFTER Contact your Sage 300 Solution Provider for further information. Contact details below for up-to-date information on Technisoft products. W www.technisoft.com E technisoft@technisoft.com.au T +617 5554 5844 F +617 5554 5522
REPORT MANAGER Isn t just another pretty (inter)face. SCHEDULE YOUR REPORTS Report Manager gives you the ability to schedule any of your reports at multiple times and in multiple ways. Email, print or save as PDFs. SINGLE POINT OF ENTRY Manage and run any standard or custom Sage 300 reports from a single point. CREATE UNLIMITED REPORT PARAMETERS AUTOMATICALLY! Report Manager automatically extracts existing SAP Crystal Report parameters, and then enables you to add Sage 300 finders, text fields, dates, drop down lists, pulldown editable parameters, and check boxes. And the report parameters appear on the report interface when the report is run. SEAMLESS INTEGRATION Report Manager supports all existing Sage 300 reports both core and third party as well as any custom reports. UNLIMITED REPORT GROUPINGS! Group your reports by what to run, like General Ledger, Accounts Receivable, Inventory Control etc. Or when to run, like end of day, week or month. Report Manager s logical software architecture enhances SAP Crystal Reports grouping capabilities. SECURITY OPTIONS Control who sees and prints each report. SIMPLIFICATION Report Manager installs as a full Sage 300 product and appears on the Sage 300 desktop, or can be launched directly from your Windows desktop, while maintaining full security authentication. FLEXIBILITY Outsource your reporting to a Sage Solution Provider who can create a custom report and interface; then export it and email it to you; you simply open Report Manager and import the finished report from your Sage 300 desktop. LICENSING AFFORDABILITY For customers with multiple companies that produce their own reports, you only need a single license. License includes; manual with HTML support. For client testimonials, pricing and answers to your questions, contact us www.technisoft.com COPYRIGHT 2015 TECHNISOFT PTY LTD. ALL RIGHTS RESERVED. Technisoft, the Technisoft logo and Report Manager are registered trademarks of Technisoft Pty Ltd. Sage 300, the Sage 300 logo and the Sage 300 product names mentioned herein are registered trademarks or trademarks of Sage Software International Inc. In the United States and other countries. Used by permission. SAP Crystal Reports is a registered trademark of SAP. All other trade names referenced in this brochure are trademarks of their respective owners. The contents of this brochure including specifications, system recommendations, program integration, and program requirements are subject to change without notice. PROGRAM REQUIREMENTS. Report Manager, Sage 300.