Service Call and Work Order Management

• Track all client’s service requests
• Track personal-hours for service requests
• Inventory control for service requests
• Service request delays
• Work orders can be entered wirelessly
• Resolve issues by appropriate tech skills
• Send preferred tech to Job Site
• Full integration with Dispatching
• Advanced Problem / Repair analysis
• Specify priorities for specific calls
• Full reporting capabilities for Labor (i.e. by Type of Work, Problem Code, Account, Job   Site, Priority, Profitability, Hours, Pay Type etc.)
• Full report capabilities for Material Usage (same as above)
• Automatically charge a 'Trip Charge' defined on 'Job Site'
• Predefine an 'Minimum (initial) Charge' for Labor
• Charge different pricing schemes for different types of work, or specify a specific   pricing structure on the customer level
• Unlimited number of Parts Markups with the ability to specify different markups for   different price ranges
• Unlimited number of Labor Pricing options
• Option to charge for labor either by 'Fixed hourly rate', 'Fixed Rate' or by 'Markup on     employee's cost'
• Multiple Problem Codes per each Work Order
• Assign problems to Customer Equipment for better history tracking
• Advanced 'Problem Check List' feature
• Track your Marketing Campaign efforts and track revenue by Campaign and Campaign Type (PRO Edition only)

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Dispatch and Scheduling

• Advanced schedule views by Day/Days/Week/Work Week/Month for easier scheduling   and workload allocation
• Schedule Jobs by Single Tech, Multiple Techs or by Crews.
• Advanced Schedule Change notification
• Unlimited customized Schedule Board view layouts per user.
• Familiar Microsoft Outlook® User Interface
• Advanced Scheduling reports
• Powerful Technician Routing & Mapping features
• Route tech schedule and specify as a starting or ending point the 'Office (branch)',   'Employee's home' or a custom address
• Customize schedule security rights
• Full Drag & Drop functionality
• Capture Customers Signature on Tablet PC (PRO Edition only) or StarTech Mobile!
• Color coded schedule status
• Detailed notes for customer as well as internal note tracking
• Fully integrated with StarTech Mobile Edition (for the Windows Mobile 5 OS)
• Option to specify company 'week working days’, 'holidays' and company 'Start' and   'End' work time with a visual indication on the Schedule Board Calendar
• Unlimited Schedule Slots per each Work Order
• Automatically convert completed schedules to billable labor
• Move uncompleted schedule slots to a different day, to either same tech or to the   'Unassigned' queue
• Import schedules from different data systems via the CSV import feature.

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GPS Vehicle Tracking (Pro Edition Only) - Mapping and Routing

• See all your techs service locations on intuitive and interactive map
• View, print or email driving directions directly from Pioneer StarTech
• Rearrange tech route route directly on map
• Specify route Start/End Location according to techs home, branch or any other location
• Directly integrated GPS vehicle data into application (to view current locations)
• View in-depth Trip Detail Reports
• View detailed Speed Violations
• View detailed Sensor On/Off reports
• Maintenance reminders triggered by mileage and/or specific dates
• Have up to date status of technicians and crews
• Increase vehicle efficiency by monitoring idle time and driving habits
• Eliminate out-of-route trips
• Eliminate unauthorized, after-hour vehicle usage
• Decrease fleet maintenance cost
• Improve customer service

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Proposal and Job Costing

• Enterprise class proposal and bid creation
• Track P&L by Job/Job Phase/Individual Transactions or Multiple Jobs etc.
• Advanced Payment Plan options
• Powerful Job Billing features
• Easily convert from Estimation to Active Work Order
• Divide Jobs in multiple Stages and track their completion progress
• Complete Change Order tracking
• Track Retainage (useful for government jobs)
• See at a glance Estimated vs. Actual costs and Profits
• Create custom Estimate templates each with its own layout (with full report designer)
• Create Purchase Orders, Purchase Quotes (RFQ) directly from Estimates

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Purchasing Control (Pro Edition Only)

• Create Purchase Orders either manually or by pulling parts specified on Estimate   (saves on data entry time)
• Specify an 'Expected Date' either for the PO as a whole or for each individual part.
• Easily track parts that are expected until a specific date (useful for Inventory Manager)
• Specify Ship-To for each individual part on a PO to either 'Inventory' or 'Job Site'
• Easily receive parts ordered
• Track part costing discrepancy
• Multiple PO Receipts per each PO
• Multiple PO Bills per each PO
• Receive parts directly to Work Order, which saves on data entry as well as gives you a   precise P&L for jobs
• Directly integrates with PO Quotes and Purchase Requisitions and related Work Orders
• Optional Approval process for PO's
• Parts 'Back Order' tracking
• Cancel individual parts of a PO
• Point 'n Click 'PO Receipts' and 'PO Bills'
• Create 'PO Quotes' where you list the items in interest and then just specify the list of   Vendors in interest and system will create a separate quote for each vendor specified,   without having to re-enter all items for each Vendor
• When receiving pricing/quotes back from Vendors the system will save them for future   reference
• System will list all Pricing/Quotes with lowest displayed on top
• Easily creates PO's for the parts in question from all the vendors specified

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Purchase Requisition Management (Pro Edition Only)

• Allows field managers to request items needed for buildings
• Option to specify on Job a 'notification list' of individuals that should be notified via   email of such requests
• Option to specify 'Approval List' where all listed personal would need to approve the   request in order to allow processing of Request
• Option to define Budget details on Job and the system would notify manager when   there is a discrepancy between proposed budget and actual budget
• All discrepancy detail are forwarded via email to defined 'notification list'
• Option to turn an approved Requisition into 'Purchase Order' or 'PO Quote'

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Account Management

• Track an unlimited number of clients
• Listing unlimited number of Job Sites and Buildings per a client
• Each building lists an unlimited number of 'Suites' (PRO Edition only)
• Track Jobs/Service Calls by Account, Job Site and Suite
• Track Invoices by Account and Job Sites
• Customer Statements are subdivided to Job Site level
• Specify different 'Billing Address's' for each Job Site, or use the Accounts billing   address
• Place 'Credit Hold' on specific Accounts
• Place 'Credit Amount' on specific accounts
• Specify different pricing plans for Parts and Labor by individual Account of Work Order   Type
• See any activity related to an account on one single and easy to use screen via the   'Customer Snapshot Screen'
• See any activity related to a 'Job Site' on one single easy to use screen via the 'Site   Snapshot Screen'
• Ability to open an unlimited number of 'Snapshots' screens at a time allowing you to   multi-task from one account to the another without losing focus
• Get A/R aging for each account with the click of a mouse
• Get A/R aging for each individual 'Job Site' with the click of a mouse
• Create new transactions or modify existing ones right from the 'Customer Snapshot   Screen'
• Credit Card Processing for your clients integrated within the application (PRO Edition)
• Add 'Special Pricing' for a customer, where you could specify a fixed price for any   given part, and optionally specify and 'Start and End' date for that price, which   overrides any pricing scheme specified on the Work Order

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Customer Relationship Management

• Unlimited number of contacts per an account
• Unlimited number of contacts per each 'Job Site'
• Each contact contains their personal contact info (i.e. Phone, Cell, Email etc.)
• Option to store Contacts not related to any account
• Option to Convert unrelated contact to an Account
• Unlimited Note tracking per each transaction consistent throughout the application
• Each note contains Timestamp, Subject, Details and Employee that created note
• Notes that pertain to any transaction relating to client will show on 'Customer Snapshot   Screen' allowing you to easily follow a trail of events
• Option to attach unlimited attachments to each transaction in the system
• Attachments could contain any file (i.e. Word Document, Excel Sheet, PDF File),   picture, and website link
• Clicking an attachment opens an associated application and opens that file as well,   saving the time needed to search for file on drive
• Option to store an unlimited number of 'Pop-up Alerts' to any transaction in the system
• Option to create alerts for different users in the corporation (if you have the sufficient   rights)
• Option to snooze alerts
• Option to see upcoming alerts
• Option to open transaction where an alert is attached without having to search for that   transaction

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Office Manager

• A repository location to easily be on top of all aspects of your company without them   being buried in the system
• Perform related actions that pertains to the shown transactions
• Open transactions directly from the Office Manager
• Easily follow up with neglected accounts
• Easily bill for Work Orders completed
• Convert completed Scheduled into billable Work Orders
• Easily follow up on Unscheduled or Unassigned Work Orders
• Easily follow up on Pending Proposals, as well as convert them into Active Work Orders
• See and act upon all Work Order that are In-Progress
• Track parts that are low in Inventory and purchase them right from the Office Manager
• Track and follow up on Open PO Quotes
• View/Approve/Process PO Requisition right from the Office Manager

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Employee & Technician Management

• Powerful Role and individual security rights management
• Security Rights for 'View/Modify/No Access' to all transaction types in the system
• Separate rights for 'Windows Application' and 'Mobile Application'
• Option to specify Skills for given employees
• Option to specify different colors for employees so they give a visual indication on the   Schedule Board
• Option to specify different 'Start' and 'End' Work times for employee to see a visual   indication on Schedule Board
• Full Employee Crew management

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Task Management

• Track Hugh lists of Items without slowing down your system
• Items may be 'Stock' or 'Non-Stock' items
• Track 'Serialized' parts, specify serial # when purchasing items and when consuming   them on a Work Order you could Point & Click which Serial #'s you are consuming
• Unlimited Inventory locations (e.g. Actual Inventory Location or Technicians Trucks)
• Specify different thresholds for each part for each Inventory location
• Specify different 'Reorder Points' for each part for each inventory location
• Alerts when you run low on any part for each Inventory location
• Transfer parts from one inventory location to another
• Modify part details in bulk, without the need to open each and every part separately
• Define different 'Unit Measures' for your items
• Multiple costing methods available
• Specify and track different pricing for different vendors for each part, optionally specify   a Start and End date for the pricing
• Divide your parts in Category and Sub-Category
• Track details of an individual part when it was bought and sold in one single and easy   to use screen
• Import vendor parts and pricing lists
• Receive items directly into inventory or Job Sites

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Equipment Tracking (Pro Edition Only)

• Track unlimited customer's equipment that you service so when the clients calls for service you know all details of that piece of equipment
• Track Equipment by Customer, Job Site, Suite
• Track details like Manufacturer, Modal Number, Serial Number, Installed By (Employee   or Vendor), Install Date, Equipment Location (basement, roof etc.), Warranty   Information
• Powerful 'Sub-Items' feature, where you could store an unlimited of predefined custom fields, specify their type of data to hold
• Unlimited deep level of 'Sub-Equipment'
• Attach equipment to Work Order, Problem Codes, Parts, Labor
• Track history of previously performed work for Equipment

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System Scalability & Security

• Designed using a Multi-Tier approach which enables application to scale very well
• Uses the powerful and enterprise grade Microsoft SQL Server as its database server
• Client computers have no access to database server, but only to the application   server, which makes deployment a breeze
• Database does not (should not) have to be open to the public world when accessing   application over the web either because your company has multiple braches or simply   because you are trying to use the program either from home or hotel using a wireless   connection to the server which makes your data much more secure
• Option to use Compression when accessing data over an internet connection which   again leads to better overall performance and scalability
• All data from any type of client (e.g. Windows Application, StarTech Mobile, Web   Application) go thru the same application server which ensures data stability and   consistency

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