- Introduction
- Advanced Reporting
- Auto-Email
- Bundle Management
- Contact Manager integration
- Courier integration
- Customer-specific Pricing
- Document Digital Signing
- Door Management
- Exchange Rate Lookup
- Microsoft Business Central
- Microsoft CRM Contracts
- PDF Conversion
- Peer Reviews & Approvals
- Price Rounding
- Postcode Address Finder
- Purchase Order Tracking
- QuoteWerks Avalara Avatax
- QuoteWerks ChargeLogic
- QuoteWerks DDI System
- QuoteWerks Excel Reporting
- QuoteWerks FedEx & UPS
- QuoteWerks HTML Email
- QuoteWerks Line Item Sort
- QuoteWerks Monday.com
- QuoteWerks Opt Item Import
- QuoteWerks Price Uplift & Drop
- QuoteWerks Sage 50 Canada
- QuoteWerks Sage 50 Stock
- QuoteWerks Scripting
- QuoteWerks ServiceNow
- QuoteWerks TASBooks
- QuoteWerks TechData (C2000)
- QuoteWerks PO Tracking
- Repair Management
- Resource Management
- Sage 200 Discounting
- SalesForce & Pegasus Opera
- Servicing Management
- SugarCRM & Roster Manager
Repair Management
About the User: This project was commissioned by a client who provides
repair services for electronic devices such as computers, laptops and phones to various
UK-based insurance companies. We have worked with the client for several years, firstly being
engaged to convert their existing Access-based system with an Access backend database to a
SQL Server backend database, then integrating the Access-based system with Sage 50.
Project Brief: Due to some of the limitations for future development and
also increasingly slow Access-based system, the client engaged us to firstly integrate
the now SQL Server database with Domestic & General web services before then completely replacing
the Access-based system with a front end written in Microsoft .NET.
Features:
- Download of new repair jobs and continuous two-way update of job progress through the repair from and to Domestic & General RESTful web services.
- Job repair tracking and updates.
- Purchase Order module.
- Job and component receipting and despatch modules.
- Semi-automated label and barcode printing.
- Image compression by reducing size and quality factors.
- File zipping to organise storage and reduce hard drive space requirements.
- Text messaging integration to request customer contact and to send repair despatch updates.
- SQL Server Reporting Services (SSRS) reports.
- Programmatically writing Excel reports which are then passed into a customer’s systems for processing. (Note we were unable to use SSRS due to the very specific requirements around where information was placed in the resulting Excel spreadsheet by the customer’s systems.)
- Various other manual and automated SSRS report and Word/PDF document exports which are then sent to customer FTP sites.
Benefits:
- Greater efficiency by removing the need for manual entry of new Jobs.
- Massively improved systems speeds, particularly in reporting.
- Introduced potential for more flexible and graphical reports as opposed to the old-style text-based reports which were exported to Excel for manipulation.
- Uses up-to-date development tools and techniques for software longevity and as a basis for future enhancement.
