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Opening Letter from the
Managing Director

December is here already. How time flies.

The last few months have been very busy here at TSM.

We are very excited to announce that we have opened an office in Melbourne. One of our senior consultants has moved from Sydney to Melbourne so we can now provide you with local consulting services as well as local support if needed.

We plan to grow the office through 2015 to provide us with a base for supporting Victoria, Tasmania, South Australia and Western Australia.

Stay tuned for exciting announcements in the accounting space in the months ahead, there is a lot happening behind the scenes here at TSM.

The first announcement is the availability of our MYOB Cloud interface which should be available by the time you receive this newsletter.

     

Staying on the announcement theme, we have a new General Manager. Vincent Jay started at TSM in 2004 and was our senior consultant. Vincent’s knowledge of business consulting is second to none and now he can apply those skills to TSM directly. We have already seen significant changes for the better and expect this to continue through next year.

As Christmas approaches, I can reflect back on the year that was. We faced significant challenges this year and our focus moving forward is clearly on customer satisfaction and growing our market presence. 2015 is shaping up as being the busiest and most exciting year we have ever had at TSM and we expect you will all benefit significantly from the activity we have planned.

May your Christmas be filled with joy and happiness. Best wishes for now and the coming year.

 

To Your Success,

David Younger
Managing Director
The Service Manager (TSM)

David

Turnaround Time Reporting

The Lead Time Report allows you to see the time in hours between job logged time, commencement time and completion time.

This report is useful if you have a service level agreement with a client to respond to jobs within a certain number of hours. These jobs usually have a priority code against them. This report will show the hours between job logging and completion and show an average response time.

You can also use this report to see where delays in jobs are- whether they are between job logging and the time the job is commenced on site, in which case, there may not be enough technicians for the work coming in, or if the delay is from commencement to completion, which may be caused by something else.

Using the report you can also see for marketing purposes your average response times.

Printing The Report

1. Go to Reports > Job Cards.

2. Change the Level of Detail to Summary. Enter any filter criteria you’d like to set using the ‘Field Name’, ‘Operator’ and ‘Value.’

3. From Select Desired Report, select ‘Lead Time Report’.

4. Press Print.

Turnaround

Timesheet Productivity image

 

Report

The report shows:

Job number
Customer (company name)
Start Date (logged date from Job Logging tab)
Commenced date (from Job Details tab)
Completed Date (from Invoicing tab)

The report calculates:

“Lead Time to Commencement”
The number of hours from when the job is logged to the date the job is commenced.
“Lead time to Completion”
The number of hours from when the job is commenced to when the job is completed.
“Total Lead Time”
The number of hours from when the job is logged to when it is completed.

maps

When subcontracting work, you may want to show the time spent by the subcontractor against the job in TSM.

You will also need to record the invoice from the supplier against the same job for profitability purposes.

To reduce the time spent entering this information, you can record the time against the job as per usual, and then use the ‘Supplier Time’ button to quickly raise a Purchase Order for the Supplier’s Invoice to be received against.

The first step to using this function is to set up the Supplier and Employee record.

Printing The Report

1. In the Contacts module, create a Supplier if one does not already exist. This is who you will receive the invoice from.

2. Create an Employee record for each of the subcontractors who will be working for you. This is required so that their timesheets can be entered against jobs.

Entering Subcontractor Labour

3. In the “Supplier ID for Contractor Payments” field, enter the Supplier ID created in step 1.

4. Enter an hourly cost, if known, as this will determine the cost on the Purchase Order / Supplier Invoice.

Setting the Subcontractor Product Record

A product record will also need be created in TSM to be used on the Purchase Order/ Supplier Invoice for the subcontractor labour.

1. Click Action -> Products -> New

2. Enter and save the appropriate details, ensuring it is flagged as ‘Non-Stock’.

Entering Subcontractor Labour

3. Click Utilities -> Setup -> Setup, and navigate to the Purchase Orders tab.

4. In the ‘Product ID for Supplier Time’ field, enter the Product Code you have created in the previous step for subcontractor labour.

5. Click ‘Save’ and then ‘Exit’.

Entering Subcontractor Labour

Raising Purchase Orders and Supplier Invoices

Time sheets for subcontractors should be entered as usual, using the Time Sheets module or using the “Add Time” button on the Job Details tab of the Job.

To create a new Purchase Order for the time worked, open the Purchase Orders module. Click the ‘Supplier Time’ button at the top of the screen.

Labour

3. Select the appropriate Supplier and Employee record for the subcontractor, and a date range of timesheets to process.

Turnaround

A new Purchase Order will be created with a line for each timesheet that was processed, using the Product ID set up for subcontractor labour. Supplier Invoices can be entered against the Purchase Order as normal, using the Invoices button.

The dollar amount on the PO will be taken from the hourly cost set on the subcontractor’s Employee record.

Labour

TSM Book Launch

Do you use Roof Wizard for your estimation? One of our TSM add-on developers has written a link between Roof Wizard and TSM and is looking for interested users who would like to be involved in the development and testing of this link.

Your feedback will be important in deciding the final functionality and those selected will receive a free copy of the linking software.

If you are interested and are already using Roof Wizard, please email Vincent@theservicemanager.com

For more information on Roof Wizard see their website here: http://www.applicad.com.au/product-roofwiz.html

What is Applicad’s Roof Wizard?

AppliCad Roof Wizard Software specializes in the development of products for professional estimators doing roofing and cladding proposals. The software automates manual processes and provides the most accurate 3D roof and wall modelling and measurement functionality.

This ensures the most accurate material take-off and best possible customer service you can deliver - for manufacturers, distributors and contractors.

 

Danger ELEMENT OF SURPRISE

Super Friends SKI RUNS

 

free

 

KILLER SUDOKU

ABOUT THIS PUZZLE

Killer sudoku / sum sudoku puzzles are similar to sudoku. No number is revealed explicitley.

The sum of numbers in a sudoku puzzle is given as clue (see the small numbers and dotted areas in the puzzle below).

We will be featuring a new puzzle again for you next time!

Enjoy!

Hitori puzzle

 
 
Quotable Quotes...

“The significance of a man is not in what he attains but in what he longs to attain.”

- Kahlil Gibran

“There is a huge need and a huge opportunity to get everyone in the world connected, to give everyone a voice and to help transform society for the future. The scale of the technology and infrastructure that must be built is unprecedented, and we believe this is the most important problem we can focus on.”

- Mark Zuckerberg

   

Tell us what you think about the TSM Customer Bulletin!

Click on the link to go to the survey page: http://www.theservicemanager.com/e-cb/survey.html

 
 
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The Service Manager (TSM) | Level 2, 62 Wyndham St., Alexandria NSW 2015 | Tel: (02) 9690 3888 | mail@theservicemanager.com