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Cogsdale » Solutions » Work Management

Work Management

Work Orders

An integral part of your organization’s operations, Cogsdale’s Work Orders details all aspects of work performed by your organization for your customers. Cogsdale has designed the work order process to be easy to operate and flexible in focus as well as allowing tracking of individual tasks to insure work is completed in a timely fashion. Cogsdale CSM Work Orders is a versatile tool for entering, editing, scheduling and printing work orders as well as monitoring and reporting on job completion.

Scheduling

Cogsdale Scheduler is designed to provide graphical scheduling, work management and dispatching functionality for customer service representatives, supervisors, crews, employees and dispatchers. Work Orders may be assigned to crews and employees from the CSM Work Order window, appointments may be scheduled for any internal or external task. Tasks can be dispatched by e-mail or pager and applied to the employee’s Outlook Calendar.

Project Accounting

Maintain tight control over strategic direction, support resources effectively and ensure that projects are completed on time and within budget. Project Accounting connects project activities with company financials, provides extensive reporting capabilities, ensures accurate accounting and billing processes throughout project life-cycles and streamline time and expense management.

Project Time and Expense for Business Portal

The ability to capture and recover project costs such as billable labor and project related expenses in a timely and accurate way is critical for project-oriented businesses. Project Time & Expense for Microsoft Dynamics GP Business Portal provides project team members and managers with a way to effectively capture, review and approve project time and expense data via a browser-based application, enabling prompt, accurate customer invoicing and efficient reimbursement for out-of-pocket employee expenses.

Maintenance Management

Cogsdale Maintenance Management allows your organization to create unique maintenance schedules for equipment, inventory and assets. Schedules can be based on dates (acquired or installed), mileage and usage. Users can set the schedule for equipment or accept the default from the class. Users can view any test results being tracked, all work orders completed to maintain a piece of equipment as well as the total cost involved in the maintenance.

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