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The Shop
Repair System is designed to help the small business owner manage a basic
customer service business. The demonstration contains several basic files and
numerous reference files. Basic files contain customer, product, billing, and
some reference information.
One demonstration
describes the system being used by three branches of a national chain of
brake repair shops. Another advanced
demonstration describes the Transit Management System being used by Sportran
of Shreveport, La . The main modules for the Brake-O system include
customer, workorder, and basic reports. The Sportran system includes these
modules plus inventory control, purchase orders, employee records, and others.
These basic
modules can be modified to suit many other businesses providing special services
with billings that are not easily handled by standard office programs.
Hospital Building Maintenance System- Small Hospital
Training Demo Transit System Training Menu
General Comments on the
Equipment Maintenance System
The Equipment Maintenance System is an integrated software package which can be used to manage the many
aspects of equipment maintenance. You can set up a very simple or a very sophisticated system, depending on your
needs. In order to be able to take advantage of all of the features offered you should familiarize yourself
with the contents of this manual. Once you become familiar with the system, you should need the manual only as an
occasional reference source since the program is designed to be user friendly and self-explanatory. Pop-up windows are
used, when possible, to help speed data entry. The Introduction briefly summarizes the features and
operation of the program. Chapter 2 includes detailed instructions for program installation. Names of menus will be displayed in italics in the text of this manual.
NOTE: Please read the program installation procedure before attempting to install the Equipment Maintenance System program on your computer.
Reading Chapter 3 will give you an overall understanding of the data used by
the system. Chapter 4 details how to use (after the initial support, equipment and parts data have been entered), explaining daily, weekly, monthly, and annual procedures. Chapter 5 stresses the importance of regular data backup.
Chapters 6 - 10 offer detailed descriptions of how to use the Work Order Main Menu, the Equipment Main Menu, the Parts Main Menu, and the Support Data Main Menu options. The remaining chapters discuss error messages, database
formats, and sample report formats.
1.2 Program Overview
The Equipment Maintenance System can be used to:
- Generate scheduled work orders according to preventive maintenance
schedules
- Generate work orders for unscheduled maintenance;
- Maintain parts inventory and generate purchase orders for parts;
- Keep a complete record of service history;
- Produce management reports for completed work, open work, and future manpower requirements.
The Equipment Maintenance System has four main subsystems: Work orders, Equipment,
Parts, and Support Data. The program's main menu is organized into these four categories for easy access to key functions.
The Work Order Main Menu provides a gateway to the scheduling and tracking of both scheduled and unscheduled
work orders. Scheduled work orders are generated according to a preventive maintenance interval schedule assigned to each equipment item. Unscheduled work orders are entered as required for repair and other documented work requests. As work orders are closed, the work order information is retained as equipment history and maintenance costs are tabulated. Each month, a summary report is generated which
provides an itemized work order data summary for each individual department/account. Various status reports can be generated for pending and completed work orders. Management level reports are available to predict future manpower requirements for scheduled work.
NOTE: Proper generation of work orders requires the prior establishment of the Department/Accounts, Vendor/Manufacturers, Equipment Class Codes, Employees, PM Procedures, and Service Codes. These databases are found in the Support Data Main Menu options. Equipment records must also be entered using the Equipment Main Menu - "Add New Equipment" option.
The Equipment Main Menu provides access to the equipment inventory databases. Through this menu, equipment information can be added, displayed, edited, and printed. Search functions are available which allow printing or displaying equipment items sorted in various fields.
Equipment classifications or categories are established for similar types of equipment. (For example, MOTOR might be used for a general equipment classification for motors, or alternatively, MOT/GE might be used to classify all General Electric Motors.) Each equipment item may have one or more
Preventive Maintenance Schedules which determine the maintenance intervals and procedures. Each schedule can reference one of a group of custom Preventive Maintenance Procedures which are established in the Support Data Main Menu. Various detailed reports are available to provide timely management information as required.
The Parts Main Menu provides access to the parts inventory databases. Parts can be added, displayed, ordered, and received from this menu. will print a variety of parts inventory reports as well as purchase requisitions to correct vendors for ordering parts. Search functions are available to find parts by part number, inventory number, part description, vendor, manufacturer, equipment class, location, or the notes field.
The Support Data Main Menu allows maintenance of various support databases which contain information about Manufacturers and Vendors, Accounts or Departments, Employees, Service Codes, Equipment Class Codes, Trades, and
Preventive Maintenance Procedures. These databases should be established prior to creating work orders, equipment, or parts. After the Support Data information has been entered, the system uses pop-up windows in other
sections of the program to select or add the proper values, speeding up subsequent data entry. When the pop-ups are used, the entire support database appears in a window, positioned on the record nearest the one entered by the user. Typing any letter, or combination of letters, will move the user to a new location in the list, <ENTER> selects the desired record, or <INS> can be used to insert a new record.
The Support Data Main Menu - Utilities Menu is used to change printer configuration, screen colors, security passwords, scheduling year (12 month or 13 period year), and other program setup options.
Comments on
Fleet Maintenance
Experts predict that in
the not too distant future, most cities and counties in the
nation will
conduct their entire fleet management, maintenance, inventory, job orders,
billing, and other fleet-related transactions via online computer.
Handles all front-counter
invoicing operations including: Customer History; Invoice History; Repair
History; Fleet History; Repair Codes; Invoice Generation; Technician
Productivity Tracking; Parts Usage Reporting; Single Screen Invoice Totals
Summary; Customer List and Mailing Labels generation; Day-end Cash
Reconciliation Report (Helps you get home sooner at the end of the day);
Telephone Auto-Dialer for customer contacts; Gross Profit analysis; Automatic
Shop Supplies and/or EPA Disposal ChargesCalculation; Estimate Generation; and
more. WorkshopMaster will do wonders for the basic organization and efficiency
of your counter operations. Computer generated invoices will also provide your
shop with a Professional Image your customers will appreciate.
All of the modules are
designed as "starter" packages and any data entered in these files can
also be used as your business grows and you add additional modules to your
system.
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