Features

Features

Document Scanning Module. This new module is available for CDA 8.7 and will give you the ability to scan and save documents directly into work orders. You will be able to scan as many documents as needed. Each will be converted and appended to a PDF file. When you select to view your scanned documents, CDA will launch Acrobat Reader and display all documents as thumbnails. You can also scan original parts invoices and attach them to the Vendor's Invoice record.


	CDA Service Manager version 8.7 is now Shipping!

Parts Tracking Module. This is a very detailed and comprehensive system that will provide bar code labels to track every part. Parts are linked directly to vendor invoices for exact pricing and status information. One quick scan will tell you everything you need to know about any part. View a history of every time a part is scanned. Each history entry is stamped with the date and user's name. Tracking reports will provide detailed information on RMA status for part and core tracking. The system can also determine the amount of time left for each part to comply with each vendor's return policies to help you resolve issues of returning parts on time.

Bar Code Module. Complete Bar Code interface will print bar codes on all required documents and labels. Locate work orders, purchase orders, parts and more with a simple scan. Assign Techs or locations to work orders, reconcile inventories and much more.

Vendor Invoice Tracking Module. CDA will track all Vendor's invoices for all items. Easily monitor returned parts and Cores. Complete tracking of RMA's, Payments, and Credits (including Adjustments). Various reports for tracking RMA's, Shipping Charges, Re-stocking Charges and more.

Now, via a real-time interface with major parts vendors, you can display a comparison of parts pricing and availability on one screen in seconds. You also have the ability to place an order with the click of the mouse!

CDA Message Center: Complete Internal Messaging system that will allow you to send messages between employees from within the CDA Program. Attach a Work Order to a message for reference, display all messages that reference a particular work order, or even send yourself a reminder message. Messages can be flagged with priority levels such as LOW, HIGH, or URGENT. You are automatically notified of pending messages each time you login to CDA. User Profiles control the level of access for each user.

Real-Time Internet Interfacing: Our CDA Scheduler module now provides a direct link into ServicePower, ServiceBench, and NSA to receive on-line dispatches directly from Manufacturers, Dealers and Customers. The system will automatically create the work orders, schedule the call in the calendar, and send you an email notification whenever new calls arrive. Your availability is continually updated on each providers web site.

Customers, Dealers & Manufacturers can now check Repair Status ON-LINE

Check out this new feature

Electronic Claims & Purchase Order Processing:

The CDA SERVICE MANAGER has direct, on line, transmission capability into Service Power (KPI), WTI (Satisfusion), Panasonic, ServiceBench, Thompson, LG Zenith, Maytag, Samsung, Warrantech, Tritronics, Andrews Electronics, Vance Baldwin, Union Electronics Dist., Cumberland Electronics, B&D Enterprises, and Herman Electronics for automatic claims and purchase order processing. Your warranty, 3^rd party claims, and purchase orders will be transmitted, edited, and tracked.

The system will automatically update your data files and provide reports to keep on top of their progress. Responses are received via fax or email for all transmissions.

In addition, a real-time internet connection allows you to quickly search and compare parts directly from the inventory database of major parts distributors. The results from all vendors are displayed in a browse window giving you information on availability, price (including core prices), available replacement or substitute parts and ETA. You can then order the parts with a click of the mouse. CDA will create the P.O. and send it to the selected vendor. The system then tracks the order until it is received.

Advanced Scheduling and Dispatching that will independently control booking for up to four different types of service groups such as Electronics, Appliances, Satellite Installations, Big Screens, etc. You define the groups and create custom routes for all of your zip codes. Set up the number of slots available for each route and the system will control the rest. User profiles will determine the level of access and ability to re-schedule, over-book, etc. You can simply enter a zip code and the system will display all of the available routes for the next two weeks.

Now, through direct internet interfaces with ServiceBench, NSA, and Service Power, the CDA Service Manager system is able to automatically receive, process, and update dispatches placed directly by manufacturers, 3rd party dealers or customers. Your available zip codes and time slots are automatically updated.

Built-in Email Functions:

Easily send email's to customers, manufacturers, dealers, and vendors. CDA will automatically format and send various notification letters, notices, and even custom emails with the click of the mouse. Records are date stamped and commented with information regarding your email. Invoices are converted to a PDF format and automatically attached to a customers email.

Custom Data Export:

Create an unlimited number of data export routines to extract selected data into popular file formats that can be used to import into your accounting software such as Quick Books, Peachtree, etc. Once created, the formats are named and saved and can be executed quickly any time with just a few mouse clicks.

Instantly Locate Records:

Find records instantly by Last Name, Claim Number, Phone Number, Serial Number, Model Number, Warranty Number, or even a Store's Work Order or Purchase Order Number. Because we use indexed data files, these look ups are instant even with very large databases.

Automatic Customer Search:

When adding a new record, the system will check the database for a previous record for the customer being added. If one exists, all of the customer's information will be transferred to the new work order. The system will also search archived records.

Automatic Labor Rates:

CDA will automatically provide the correct labor rate for each repair selected on the Work Order input screen. These rates are entered and maintained in separate database files and are available by manufacturer, model number, 3^rd Party or product. You can also create your own fixed labor rate database that will hold an unlimited number of pre-coded labor rates that can automatically be applied to itemize labor for each repair. You will have the ability of applying up to 10 itemized labor charges to each repair.

Automatic Serial Number Check:

Upon entering a serial number on the Work Order input screen, the system will immediately check the database for previous repairs and inform you of the last date that unit was serviced. You also have the option to display a history of each time the serial number was service.

Built-In National Zip Code Database:

When entering a zip code, the system will automatically retrieve the City, State, and County from a National Zip Code database. You can set up a sales tax rate to be used for each zip code. Therefore, if you service zip codes that use different sales tax rates, the system will automatically calculate the correct sales tax.

Parts Cross Reference:

The CDA Service Manager system has a unique way of cross-referencing parts. When you add parts into the Inventory database, you can assign a generic number to each part number. When you request a cross-reference lookup, the system will display every part in your inventory that uses the same generic number. You can see at a glance each replacement part along with it's cost and retail amounts.

This method allows you to use your entire inventory as replacement parts for other part numbers searched. You can also assign an unlimited number of replacement part numbers that can be used for a selected stock number. This procedure will give you the ability to assign a manufacturer's part number to an invoice and update the inventory with the actual stock number used.

Model Number Database:

A separate database file will track model numbers and allow you to assign C.O.D., Warranty and 3^rd Party labor rates for each. The system will automatically retrieve the correct rate upon request. This file will also track the length of warranty for each model and alert the user the warranty status of each repair.

Service Literature Database:

This file will allow you to track your service literature and cross reference manual numbers with SAM'S and Microfiche. The Work Order entry screen provides instant look-ups. Service literature information is printed on the work orders to assist the technicians. This file will also provide a method of assigning the literature to technicians.

Manufacturer's Rates Database:

This file will categorize assigned labor rates for each product assigned to each manufacturer. These rates are available upon request from the Work Order input screen.

Printed Warranty Forms:

Select to print on continuous Narda Electronic repair form #923, Narda Appliance repair form #360, Narda Work Order form #ss-100, and Nesda form #N5CN. CDA is also capable of printing your company information on forms ordered without the company imprint.

You also can save the cost of Pre-Printed forms and set the system to print your warranty claims on plain paper. CDA will format the plain paper form to look exactly like a pre-printed form.

C.O.D. and 3^rd Party Invoices:

Invoices are printed on plain computer paper. Only charges that apply to each will be printed. You have the ability to print a C.O.D. invoice that also has 3^rd Party or Warranty Charges and only show the C.O.D. charges. The same holds true for printing 3^rd Party invoices with other charges attached.

Over-the-Counter Quick Sale:

This feature will provide a short entry screen that will integrate into your Inventory for a quick over-the-counter sale.

Batch Billing and Payments:

All Warranty and 3^rd Party Claims can be billed and printed as a batch. The system will automatically select all work orders that are ready for billing for any giving period of time. There is also a feature to print a report on all UN-BILLED claims. This is a full proof way to be certain all claims are being billed on time and none are missed.

When it comes time to apply payments, CDA makes the process simple and quick. Display all claims for all open accounts in a browse window and simply mark which ones you want to pay. The system will automatically update all associated files with a touch of a key.

Technician Commissions:

CDA also has the ability of assigning commissions for an unlimited number of technicians to each work order. Commissions can be applied automatically by creating a profile for each employee or can be applied manually to each work order. A Technician's Commission report is also available to display the commissions assigned to each tech for any period of time. Also, various browse methods will let you look at commissions in different sort orders.

Unit Status History:

Each time a change is made to a repair that will reflect the current status, CDA will automatically create an entry in the Unit Status window. This entry will be date stamped so you can tell at a glance each stage of the repair from start to finish.

Complaint and Service Codes:

The system comes equipped with all the EIA complaint and service codes built in. You also have the ability to edit, delete or add additional codes as needed. Look-up and selection windows are available on the work order input screen upon request.

Automatic Claim Numbers:

CDA will let you choose between an Automatic, a Modulus, or a Manual numbering system. The Modulus system will use the same numbering format as the Narda and Nesda forms. These settings are selectable through the Utility Set-Up menu.

Automatic Warranty Status:

Upon entering a purchase date on the work order input screen, the system will alert you of the warranty status for parts and labor remaining on the product selected.

Warranty Validations:

When marking a warranty repair completed, the system will validate all required fields and will alert you of any fields missing. This feature alone will save many unnecessary rejections

Fully Integrated Inventory and Purchase Ordering:

When entering parts on the work order input screen, CDA will link directly into the Inventory and Purchase Order files for automatic updating and validations. If a part entered is not in inventory or the quantity entered is larger than the quantity available, you are alerted and given the opportunity to assign the part to a purchase order. The system will automatically use an open P.O. for the vendor selected, or will create a new one. Purchase orders can be closed and batch printed at any time.

The Purchase order menu will allow for full control and tracking of open P.O.'s including browse screens. When parts are received, the system automatically updates all related files. A full-featured menu will provide reports and information to completely control your inventory.

CDA can also track parts and purchase orders for a Master Inventory and up to 10 additional remote inventory locations. This is ideal if you have multiple locations for which you access parts from or even truck stock.

Revenue Reports:

CDA will provide many reports that will help you with the accounting end of your business. Revenue evaluation reports will break down revenue for any period of time and also for any selected category. Daily Income summary, Balance reports, and Method of Payment reports will provide everything you need know about revenue received.

Accounts Receivable Reports:

CDA will provide control for receivables for both warranty and 3^rd party open invoices. Aging reports will break down receivables for current, over 30, over 60, over 90, and over 120 days.

Statements:

CDA will provide printed statements for your open account customers. You can print a statement for any selected account or a batch process will print statements for all open accounts. The statements are formatted to fit into a standard dual window envelope.

Billing Control:

A billing window will provide tracking on payments for each invoice. Partial and split payments are also supported. With this screen, you can tell at a glance what is paid and what is still open for each billing category.

Work Order Reports:

Many reports are provided in the work order menu to control every phase of a repair. You can report on incomplete units, completed units not returned, units waiting for parts, units unclaimed, units returned and not paid and much more.

Store Status Reports:

CDA is capable of handling multi-store servicing. For example, let's say you handle service for all K-Mart stores in your area. You can track repairs separately for each store and provide status reports for each as well. You can even locate repairs using a store's work order or P.O. number or unit serial number. Print out a delivery report for each store with ease.

Technician Reports:

Reports are provided for detailed technician productivity for any period of time as well as technician work assignments and commissions.

Model Number Service Report:

This report will save your technicians countless hours in repairs. The system will quickly display or print out all previous repairs to a particular model number or a group of model numbers. The report is formatted to show the complaints, service performed, parts used and comments for each repair. The system will even search archived files for information.

Employee Database:

The Employee file will keep track of general information for each employee. You can set up employee codes to be used for work order assignments and various reports.

File Maintenance:

CDA provides separate menus to maintain files for Vendors, Manufacturers, Stores, and 3^rd Parties. Each file will provide a browse screen for look-ups and the ability to print the contents of the files.

Utility Features:

A Utility menu is also provided to allow you to change the set-up parameters to customize the program. The system will accept all tax structures used in the United States. You can configure the system to apply sales tax in any combination needed. Customize various letters and post cards with ease.

Archiving History Files:

It is very important to be able to handle files when they begin to grow and age. The archiving feature in CDA will allow you to remove records for a selected period of time and store them in history archives. These history files can then be backed up and removed from your hard drive or you can leave them on your drive so CDA can assess them for future reference. You are provided with a complete history menu that will allow you to locate, browse and display archived records with the same ease as regular records. CDA will even look into your archived files when creating new records in order to retrieve information from previous repairs.

Sperry Markup Feature:

One of CDA's special features is its ability to automatically assign a retail price whenever you input a cost price to an inventory or work order record. The system is equipped with the Sperry Markup Table. This table can be modified to any markup structure you wish, or can be completely disabled. If changes are made, the system will automatically re-calculate the entire inventory with the new markup scheme.

Another unique feature is it's ability to automatically increase or decrease prices assigned to parts in the inventory file by percentages for any selected vendor. This makes "across -the-board" price changes a snap!

Label Functions:

A label menu is provided that will allow you to print mailing labels by a number of selected file sorts. As an example, if you wanted to address everyone in a certain zip code, area code, or perhaps everyone who owned a particular brand or product. No job too large for CDA.

Printer Drivers:

CDA Service Manager will allow you to pre-select a printer for each CDA printed document. Therefore, when you select to print a document, CDA automatically knows where to send it. Each work station on a network can have it's own printing configuration. Every printer installed on your network will be available to CDA. Also, a hot key will allow you to change your printer set up on the fly without having to close windows.

User Profiles:

The CDA Service Manager system has a unique security access system built-in. You will be able to set-up user profiles for each user and assign separate user names and passwords. Each profile can be customized allowing you to grant or deny access for over 145 areas of the program. User files are hidden and encrypted for security.