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ADD SYSTEMS - Pegasus - Portable Solution for Service Call Management and Billing
Products
Pegasus
» Introduction
» Dispatch Monitor
» Gap Chart
» Color-Coded Warnings
» Auto Assign Option
» Analytical Reports
» Service Call Management
» Pegasus Billing
» Flat Rate Tasks
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Pegasus
Dispatch and Service Monitor
Want to increase the efficiency of your dispatcher? Want to get more service
calls from your technicians? Pegasus' invaluable Service Monitor displays up-
to-the-minute, user defined, color coded warnings and tracking information in
order to monitor the progress of technicians and service calls. Field technicians can be linked into dispatch through a mobile wireless hand-held
unit, ensuring quicker and better-
informed on-site service. The Pegasus
can also extend a flat rate point of sale invoice or print a job ticket to be left
with customer.
The system is powerful, yet flexible enough to improve productivity and office communications. Simultaneously, it provides your staff with added control over
daily operations.
Pegasus Dispatch Monitor features:
Call Progression
Technician Progression
PMI Indicator Field
Technician Gap Chart
Color Coded Warnings
Analytical Reports
Customer Information
Managing Calls
Managing technicians
Auto-Assign Option
Drip Feed Option
Automated Posting
Pegasus Dispatch Monitor
The Service Monitor is the dispatcher's primary screen and is used to monitor the flow of
calls and technicians. The Monitor displays outstanding calls that need to be assigned and
dispatched immediately or that have been scheduled for today. It also displays the on-clock technicians who are working on calls or those that will be coming on-clock shortly.
The Service Monitor is divided
into two sections:
The top half of the window displays
the calls you have to manage.
The bottom half displays the
technicians you have to match
to these calls.
Gap Chart
The gap chart in Pegasus allows the
"Dispatcher" to view all technicians in
a graphical view. This is a quick look
to determine if there are any overlaps
in schedules or if there are any shift
overruns that would cause overtime.
Color-Coded Warnings
Colors are used in the Service Monitor to warn you when you should take action. Pegasus warns you when your technicians are late or about to be late in completing jobs or arriving On-Site by changing the color of field backgrounds to red and yellow. You can establish
how Pegasus warns you with a Pre Warning or a Post Warning type. You can enter a value for the warnings option, such as 5 minutes, in the “Technician Activity Maintenance Table.” These settings determine when and how Pegasus warns you.
Auto-Assign (Option)
The Pegasus Auto-Assign module can make many of your dispatcher’s routine daily
dispatching decisions automatically. By assigning calls to technicians, the system can free
your dispatcher to spend more time on exceptions, problem-solving, and customer contact.
Auto-assignment can only be effective and trusted, if you have accurately "told the system"
what your dispatchers know about your customer base and resources. You also need
to know how the system "thinks" as it assigns calls. Ideally the system will consistently
assign a significant percentage of your service calls just the way your dispatcher would
on his or her best day.
Analytical Reports
Pegasus "Analytical Reports" are used by service managers to print various reports providing statistics on technicians, dispatchers, calls, and service department performance
Pegasus
Mobile hand-held computer:
A portable solution for service call management and billing
Pegasus provides the ability to transmit service calls from service dispatch to a mobile unit
and back via wireless modem. Service technicians can receive calls from dispatch as well
as enter call data that is fed back to Pegasus software at the central office, where it can
be billed automatically.
Pegasus puts an invoice in the customers’ hands
and takes it out of the mail. There are benefits
all around - to your customer, to your company,
and for the technician. An easy-to-read job ticket
can be printed in the van and left with the
customer. The professional appearance of this
document enhances customer confidence
in the work done and your whole organization.
Pegasus provides dispatchers time-saving advantages such as:
•
Fast and efficient communication
•
Touch-screen keys alert the dispatcher to
technician status (in-transit, fueling, onsite…)
•
Save time discussing instructions or billing
information, because service history and
part information is stored on the unit or
can be transmitted wirelessly.
Technicians gain the following benefits when working with Pegasus:
•
Less paperwork - reliable wireless transfer of information to the home office,
allows the technician to move on to the next call
•
Confirmation of technician's log-in for the work day and transmission of
service calls from dispatch
•
Confirmation, via the hand-held unit, of call duration after evaluating the
work necessary
•
Transmit any status to head-office and receive complete call information
•
View call history, E-Mail …
Some of the features of the Pegasus Mobile Hand-Held:
Call Information
Call History
Delivery Information
Technician Status
Duration Update
Call Progression
Call Completion
Flat Rate Tasks
Risks, Codes, Notes
E-mail Messages
Pegasus® Billing
Calls closed in Pegasus can be selected by the ADD Energy "Service Billing" program for billing and invoicing. Job information entered by the technician on the mobile unit is transferred via wireless communications to Pegasus. The dispatcher may make additions
or changes and close the call, which makes it eligible for billing in ADD Energy. Each time the program is executed the most recent group of completed calls is brought over from Pegasus to ADD Energy.
Depending on the function code used and system setup, PBILL can:
•
Create an invoice
•
Create an Audit Trail Report
•
Update service history in both ADD Energy and Pegasus
•
Update parts inventory
•
Create A/R transactions (service labor, parts, taxes) and update customer balance
•
Create an Adjustment Posting Report for AR
transactions (Debit Posting Report)
•
Change the status of the work order in Pegasus to “Billed”
Flat Rate Tasks
Flat rate billing is an efficient way to create invoices by applying a task that includes both labor and parts at one time. In other words, you are billing service work at a "flat rate" by job that includes the charge for both parts
and labor. Sometimes an outsourced supplier (such as Calahan/Roche or Profit Strategies) can provide an extensive flat rate list that can be loaded into your system. Enter tasks (flat rate billing codes) on this screen. It is also possible to produce an estimate to give to
the customer via this screen.
© 2005 Advanced Digital Data, Inc. All rights reserved.
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