YES
NO
Does your company have a dedicated service manager for communication & dispatching?
Approximately, how many service technicians do you have?
What accounting system is being used for capturing service department financial information?
Detail Summary
Are most invoices to the customer showing labor & material details or summary totals?
Where do you get pricing for materials?
Supplier On-line
Catalog
Pricing Service
Own database
Approximately, how many Service/T&M calls do your techs handle per week?
YES
NO
Would it be important to have a dispatch board on the computer showing your techs/trucks job location, next job/call and future jobs or work load?
If techs perform maintenance or inspection work, how many total contracts/agreements do you have?
YES
NO
Are all service calls that come in being tracked against all work being performed or tickets handed in?
Computer Manual
Are work orders generated from your computer or manual/pre-printed forms?
From the time the work is complete in the field, how many days , on average, for the tech to turn in the work order & the office cost, price & bill it to the client?
YES
NO
Are billable hours for each tech being compared to their time card?
Are profitability reports available & accurate on service, maintenance & inspection work?
Trucks Stock
Are materials purchased specifically for trucks or stock?
YES
NO
Is it important to track material quantities, stock value & on hand in trucks or the warehouse?
Has the staff considered wireless remote handheld devices (cell, laptop, blackberry, etc…)?
From your perspective, what are the key items you feel would improve efficiency and productivity within your service department?
