Introduction: Difference between revisions
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CommitCRM is a complete software solution for managing computer services businesses, targeted at small to mid-sized IT service providers. This document will provide you with an introduction to CommitCRM and its terminology and help you ease into using the program. | CommitCRM is a complete software solution for managing computer services businesses, targeted at small to mid-sized IT service providers. This document will provide you with an [[introduction]] to CommitCRM and its terminology and help you ease into using the program. | ||
== Accounts== | == Accounts== | ||
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Your company has ongoing interactions with customers, vendors, business partners, friends, leads, and so on. In CommitCRM, each of these types of contacts is called an '''[[Accounts|Account]]'''. You can open the Accounts window and manage your Account contact data and all other related data. | Your company has ongoing interactions with customers, vendors, business partners, friends, leads, and so on. In CommitCRM, each of these types of contacts is called an '''[[Accounts|Account]]'''. You can open the Accounts window and manage your Account contact data and all other related data. | ||
In Accounts, related data is any other information related to the Account that is presently being managed in CommitCRM, such as scheduled Appointments, open Tasks, Phone Call monitoring, Ticket/incident history, Assets (customer equipment, software licenses), Charges, linked Documents (MS-Word, emails, Excel etc.), Sales Opportunities and so on. | In [[Accounts]], related data is any other information related to the Account that is presently being managed in CommitCRM, such as scheduled Appointments, open Tasks, Phone Call monitoring, [[Tickets|Ticket]]/incident history, [[Assets]] (customer equipment, software licenses), [[Charges]], linked [[Documents]] (MS-Word, emails, Excel etc.), Sales Opportunities and so on. | ||
Account information is organized in separate tabs, each of which displays a different type of data. | Account information is organized in separate tabs, each of which displays a different type of data. | ||
Revision as of 13:14, 18 August 2009
CommitCRM is a complete software solution for managing computer services businesses, targeted at small to mid-sized IT service providers. This document will provide you with an introduction to CommitCRM and its terminology and help you ease into using the program.
Accounts
Your company has ongoing interactions with customers, vendors, business partners, friends, leads, and so on. In CommitCRM, each of these types of contacts is called an Account. You can open the Accounts window and manage your Account contact data and all other related data.
In Accounts, related data is any other information related to the Account that is presently being managed in CommitCRM, such as scheduled Appointments, open Tasks, Phone Call monitoring, Ticket/incident history, Assets (customer equipment, software licenses), Charges, linked Documents (MS-Word, emails, Excel etc.), Sales Opportunities and so on.
Account information is organized in separate tabs, each of which displays a different type of data.
To view all information related to an Account, open the Accounts window, locate the Account you are seeking, and browse through its data by clicking on the information tabs.
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Tickets
As an IT service provider, you provide support to your customers, or Accounts. The services you provide vary and may include installation of new PCs, router setup, anti-virus updates, server administration, printer repair, phone support, fixing network configuration problems, and more. Each incident, problem, or job you handle for a given Account is managed in CommitCRM using a Ticket.
Use the Tickets window to view and manage all your Tickets.
Each Ticket record is linked to a selected Account, and has a unique Number, Description, Type, Assigned Employee and Status. A Ticket can also be linked to an Account Asset (such as hardware, or software licenses owned by the customer; see the section on Assets below).
The Ticket Status field allows you to check whether a Ticket has just been opened, whether it was scheduled with a technician, whether it is awaiting information from a customer, or whether it was resolved and closed.
While viewing Ticket information, you can see all data related to the Ticket. This includes scheduled technician visits, open tasks that must be completed in order for the ticket to be closed, special service notes, information regarding the Account's service contract, linked documents, charges for labor, expenses and parts, etc.
To view Tickets in the Dispatcher window, the Ticket should be set to be displayed in the Dispatcher by selecting the 'Show Ticket in Dispatcher' check box in the new Ticket window, or by clicking on the left-most column of the relevant Ticket row when viewing the Tickets list.
As with Accounts, the Ticket information is organized on separate tabs, with each tab displaying different information about the Ticket.
The Tickets window is often the window that is most used during day-to-day operations. It helps you keep track of all tasks and issues that need attention.
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Contracts
As a computer services business, you probably use service contracts that describe the service terms you provide to your customers. Use CommitCRM's Contract records to manage your service contracts and track their status.
Note that using the Contracts tool is optional. If you don't have special contract terms with your customers and you bill according to the activity performed (such as labor, expenses, and parts), you can use the default system contract that is automatically created for each Account, and avoid creating and managing contracts yourself.
Each Contract record you open in CommitCRM is linked to a selected Account, and has a unique Code, Start and End Date, Type, and Status.
CommitCRM Contracts are categorized according to type: Standard, Block of Time, Block of Tickets and Block of Money. The contract type is set when you create a new Contract, and the system automatically tracks the status of contracts according to their type.
You can create and manage several contracts for each Account and use them concurrently; for example, one contract can be for phone support, another for a one-time network installation project, and another for managing warranties.
You can use the Contract's sub-code to differentiate between identical contracts for different date ranges.
Every Ticket and Charge (see the section on Charges below) in CommitCRM is created under one of the Account Contracts. When you create a Ticket under an active Contract, the system will warn you if the contract terms are obsolete - e.g. if the block of time allocated has already been used, if the end date has passed, etc.
When a contract has terminated, change its status to Completed. You can also use the status to indicate that a contract has been suspended or cancelled.
Charges
Tracking Charges is a key factor for running your service business well and improving its performance. Most employees, however, consider this to be a nuisance or a burden, which makes it difficult to maximize your full income potential.
Three types of Charges can be tracked in CommitCRM :
- Labor Charges for services provided.
- Expense Charges for expenses such as travel and delivery.
- Parts Charges for parts or products used.
Each Charge record includes a description and information regarding the Account being charged, the charged Item (see the section on Items below), quantity, price, and total amount. Each Charge record can also be linked to a Ticket (optional).
All charges are entered under one of the Account's active Contracts. Charges may automatically affect the current state of the contract where relevant, e.g. they will reduce the duration of time in a Block of Time contract, reduce the amount of money in a Block of Money contract, etc.
A Charge can be set as Billable or Not Billable. When a Charge is set as Billable it means that you intend to bill the customer with this charge. The default value for this is determined by the type of contract under which the Charge is created.
After a customer has been charged for a Billable Charge, the Charge record is set as Billed. This will prevent it from being billed again.
Adding a Charge is easy and can be done in CommitCRM's Main menu, the Tickets window (recommended), the Charges main window, or the Account window.
Use Items to speed up the process of entering new charges (see below). When an Item is selected for a charge, its description and price are automatically copied to the charge record fields to save you from having to manually enter all the relevant data.
Many types of Charge reports are available. These reports are used to bill customers and analyze business performance.
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Items
Items in CommitCRM are a catalog of all the services and products you offer. The Items list in CommitCRM acts as your price list.
Each Item has a unique Code, Name, Description and Pricing Setting.
There are three types of Items in CommitCRM:
Parts Items are hardware, software, or any other items you ship to your customer. These items have fixed prices.
Labor Items are services you provide to your customers, such as server installation, network installation, on-site technician visits, etc. Each Labor item can have a fixed price, a fixed hourly rate, or a dynamic hourly rate that varies depending upon the employee who performs the service.
Expense Items are used to charge expenses, such as travel and special deliveries. Expense Items can have a fixed price per unit or a fixed hourly rate.
For each new Charge record, an Item is selected and the relevant Item data is automatically copied to the new charge. This streamlines your data entry process.
Items can be Active or Suspended. A suspended Item cannot be selected when adding new charges.
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Employees and Users
Employee records contain information about people who work in your service business.
Employees who need to be managed in the system should be marked as Active Employees. Active Employees can be assigned to Tickets, used for labor charges, dispatched for on-site visits for open Tickets, etc.
Active employees can also have their own username and password so they can log in to the system and use it. Every employee is assigned to a Privileges Group that determines what s/he is allowed to do within the system.
Using the Commit Web Interface for Employees, you can give employees remote access to CommitCRM data via a web browser. They can then manage (view/add/edit) various types of information in CommitCRM including: Accounts, Tickets, Appointments, Tasks, Charges (Parts, Labor, and Expenses), Assets and History Notes. They can also view other information including Items, Contracts, Sales Opportunities, and more
When an employee ceases to work for your business, set the employee's status to Not Active. If a username has been created for that employee, it will automatically be removed.
Labor Rates
IT service companies usually employ people with varying skill levels and therefore charge different hourly rates for different employee labor.
Before charging customers for labor performed by employees, the rate level for each employee must be set in accordance with their skills and role.
To set the labor rate for each employee, select the employee record in the Employees window, go to the 'Employee' tab, and set the relevant hourly Labor Rate.
Once you have set a rate for each employee, it is automatically used to calculate charges every time a labor charge is entered and a Labor Item with a set price according to the employee rate is selected.
Assets
Asset management in CommitCRM lets you track and manage customer equipment and software licenses/subscriptions.
Use the Assets window to view and manage all Assets records.
Each Asset record can be linked to a selected Account, and has a Name, an optional unique Code, Serial Number, Warranty expiration date, Purchase Date and Price, Vendor information, etc.
A Ticket can be linked to an Asset. Using the Asset window > Tickets Tab, you can view all current and past trouble Tickets related to the selected Asset.
You can also print Asset reports in a variety of layouts.
Each Asset is categorized under one of the following Asset types: Hardware, Software or Other. The Asset type is set when you create a new Asset.
The Asset Status determines whether an Asset is Active or Not Active. Open Tickets can be linked to Active Assets (a warning message pops up when you try to link a Not Active Asset to a Ticket). In Active Assets, the Warranty Expiration date appears in red when it has passed its expiry date.
You can import Assets from various data sources including Excel files, CSV text files, etc.
Commit Web Interface for Employees also lets you manage all Asset details using a web browser so that when technicians are onsite, they can easily add/edit Asset details and view all the previously handled Tickets related to the Asset.
Sales Opportunities
Winning more business from new and existing customers is the goal of the Sales Opportunities management section in CommitCRM.
The Sales Opportunities section in CommitCRM helps you track business opportunities from the first step of the sales cycle through to closing the sale. Whether it's setting up a new server for an existing customer, signing a service contract with a new customer, or an opportunity to win a large network installation, the Sales Opportunities section will help you manage the sale. Managing sales opportunities can help you increase the amount of new business coming in, and forecast future revenues.
A Sales Opportunity record consists of a short description of the opportunity, the related Account, the potential amount involved, the current stage and the current probability for winning.
The Pending tab allows you to enter follow-up tasks for each opportunity. The History taballows you to see all past activities for each opportunity, enter details regarding key personalities and competitors, manage all related documents, emails, and quotes, and much more.
All open/won/lost sales opportunities for a selected Account are visible on the Opportunities tab in the Account window.
Dispatcher and Calendar
Dispatching the right technician to the right site at the right time is no simple task, especially when you must consider the current locations of your technicians, their next on-site visits and appointments, their skills, etc. As your business grows, managing these tasks becomes even harder.
CommitCRM improves your ability to dispatch by integrating the Calendar and the Dispatcher control board into one single window. This enables you to view the daily and weekly calendars for selected technicians, and see a "dispatcher view" that displays the schedules of technicians side by side (each in its own column) as well as all the open Tickets that were selected to be displayed on the Dispatcher board.
To dispatch an open Ticket to a technician, open the Dispatcher window. Drag the Ticket from the bottom and drop it on the Employee column at the desired time. This will open a new appointment window with all the relevant data already filled in.
The Calendar is also used to manage generic business appointments and tasks like sales meetings, team meetings, follow-up, etc. Each appointment or task is linked to a selected employee and can be linked to an Account, Ticket, Contract or Sales Opportunity.
The Pending tab in the Account window, Ticket window, Contract window, or Sales Opportunity window displays all the scheduled appointments and tasks linked to that record. Double-click the Pending tab to open the Appointment window and edit its details. Each change made on the Pending tab will automatically be updated in the Calendar window and vice versa.
When Commit-Outlook Sync is in use, Appointments and Tasks can be synchronized between CommitCRM and Outlook®. You can also sync CommitCRM calendar data with your PDA or Smart Phone through Outlook®.
Documents
CommitCRM's Document management tool helps you find, copy and open any file in any format, whether it's a Word® document, Excel® file, email, fax, presentation, scanned document or image.
Each document is filed under an Account and is also optionally filed under Tickets, Contracts, Assets and/or Sale Opportunities as well. You can view all existing documents for a specific Account or Ticket by visiting the Documents tab for the selected record.
The main Documents window is used to view and manage all documents.
Clicking on the New button on the Documents tab will display a new document window in which you can set the document Subject and Category. When you click on Continue, a new Word document will open automatically.
To add an existing document of any type, simply drag-and-drop it into CommitCRM. All documents can be opened by double-clicking on them from within CommitCRM, which will automatically open the file and the relevant application.
You can also easily file Outlook and Outlook Express emails in CommitCRM and link them to Accounts by dragging and dropping them in CommitCRM! Opening and viewing the email is accomplished by double-clicking on the email within CommitCRM. The email message will be displayed using the Outlook window, and any attached files will also be displayed.
Another option for importing existing documents into CommitCRM is by using the Import Documents Folder option. This option can save you a lot of time, especially when you are just starting to work with CommitCRM and you may have large numbers of files you wish to import. This option can be found under the Tools. main menu, or in the popup menu when viewing the Account Documents tab.
History
History allows you to see at a glance ALL the actions and events that have occurred for any Account, Ticket, Asset, Sale Opportunity or Contract. These actions all appear in one list in which events are presented in chronological order.
Visiting the History tab of an Account, for example, will show all past activities related to it, such as Phone Logs, closed Tickets, completed Tasks, completed Appointments, won Sales Opportunities, sent emails, linked Documents, Charges entered for labor and expenses, and more. Similarly, visiting the History tab of a Ticket will show all past activities related to that ticket.
The history data is automatically created while you use CommitCRM; you don't have to do anything to maintain it.
History events can also be added manually. To do this, add a History Note record from the History window or tab. A History Note record can also be regarded as a note with a time stamp. To log a summary of a phone call, for example, you can add a History Note record, which will appear as another item under History.