TSM Evolution

Full featured Cloud Based Field Service Solution providing real time visibility of all activity associated with your field technicians and your customers’ assets.

TSM Evolution provides Visibility and control across all aspects of your field service business.

TSM Evolution is our Cloud based operations and field service management solution fully hosted within the Australian based Amazon Web Service (AWS) Environment. This includes current best in class security and backup protocols.

TSM Evolution is a comprehensive yet fully configurable business management solution, providing the required flexibility to properly manage your field service operational workflow requirements.

Access your data anywhere, anytime to manage your business effectively.

Features

Scheduling Management

Flexible Scheduling for all types of Jobs by technician and teams.

Project Management

Easily manage larger projects, estimates, progress claims and actual costs to deliver your projects on time and on budget.

Comprehensive Time Management

Detailed time sheet capture in real time, allowing for flexibility in labour types and labour rates.

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Business Reporting

Comprehensive reporting suite, scheduled reports, and report customisation.

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TSM Mobile Solutions

TSM’s Mobile field service solution makes it easy for field technicians to view, add and update jobs, track time, service equipment, generate quotes, enter payments, capture photos and adhere to compliance requirements.

Asset Preventative Maintenance

Track the cost of maintenance contracts, plan preventative maintenance.

Purchasing & Supplier Management

Comprehensive Purchase Order Management system allowing you to raise purchase orders to Supplier and Contractors for jobs or to replenish inventory.

Inventory Management

Comprehensive stock & warehouse management and movement visibility.

Operational Accounts Receivable

Full Accounts Receivable functionality integrated with your accounting system.

Accounting Integration

TSM Evolution integrates with Xero, MYOB, QuickBooks & Reckon as standard and we can integrate with other packages upon request.

Quoting

Easily create, update, send and schedule quotes and convert to jobs upon acceptance.

Scheduling Management

Flexible Scheduling for all types of Jobs by technician and teams.

Comprehensive Calendar

TSM’s flexible Visual Scheduler Calendar provides an easy way to manage your technicians and contractors job schedules. Our comprehensive configurable options allow you to view the calendar in exactly the way you want, no need to juggle spreadsheets and whiteboards.

Drag & Drop

Scheduling people to jobs is a simple drag & drop from the job to the calendar to the appropriate person or contractor. Your technicians in the field will instantly see their new job allocations on their TSM Mobile Solution.

User or Team, one or multiple days.

Scheduling multiple people to jobs is just as easy. Simply drag and drop the job onto whoever needs to attend. Jobs can be scheduled to multiple people over multiple days for as long as you need. 

Asset Preventative Maintenance

Track the cost of maintenance contracts, plan preventative maintenance.

Create multi-site Maintenace agreements and track the performance of customer assets. Move assets from site to site with all movement audited and history retained.

Easily create multi-asset jobs and track the lifetime cost of any asset and view its job history.

Import your customers assets, and automatically assign them to pre-planned preventative maintenance based upon equipment type.

Create comprehensive planned preventative maintenance schedules to create recurring jobs, quotes, invoices and purchase orders using one of our many schedule wizards or manually adjust to suit any program configuration your customers require.

Fine tune each schedule with expiry dates, assigned users or groups, allocated hours, planned charges, estimated costs, consumables such as replacement filters and more.

Easily add compliance checklists to assets and pre-planned scheduled work, and they will appear on jobs ready to be completed on the TSM Mobile solution by your techs in the field.

Quoting

Easily create, update, send and schedule quotes and convert to jobs upon acceptance.

It’s easy to create, update, send and schedule quotes and estimates from the field or back office with TSM Evolution.

Upon acceptance, convert the quote into a new job or an additional stage on a larger installation project.

Easily view the status of all open quotes in the Job Centre and send follow-up emails to your customers.

For those that need detailed estimate breakdowns. we seamlessly integrate with ESPRO estimating software.

Purchasing & Supplier Management

Comprehensive Purchase Order Management system allowing you to raise purchase orders to Supplier and Contractors for jobs or to replenish inventory.

  • Order materials, receive to stock, directly to a job or as job commitments. No need to wait for the invoice if it arrives later.

  • Partial receipts and back orders
  • Enter supplier invoices and upload them to your accounting package

Field technicians can purchase stock across the counter and TSM will automatically create and link the purchase to a PO number allowing you to easily match supplier invoices to field purchases. We also provide a configurable approvals process.

Supplier invoices are entered directly against the Purchase order, updating PO, job and inventory costs and then posting to your accounting package.

Project Management

Easily manage larger projects, estimates, progress claims and actual costs to deliver your projects on time and on budget.

Create multi-staged projects with variations, purchase materials and schedule work to your field techs.  Track actual costs and future costs to complete vs your expected costs, monitor cash flow and identify overruns as they occur and keep your customers updated every step of the way.

Our project summary page provides a snapshot of everything you need to know to monitor your project’s progress. Projects can be broken down into multiple stages with variations and each one can be individually estimated as fixed price or parts & material billing.

Easily raise progress claims and retention invoices against the project to improve your cashflow.

We also integrate with ESPRO Estimating software to import your estimates directly into Project jobs and we can integrate with other estimating packages upon request..

Inventory Management

Comprehensive stock management and movement visibility.

Import product and supplier lists, manage costs and pricing. Track on-hand inventory levels, multi-location warehouse and van stock and even enhanced warehouse management. Turn it off if you don’t need it or turn it up to manage every aspect of your inventory.

Every stock adjustment is tracked in real time. Run warehouse / van stocktakes, transfer between vans, create stock requisitions and commit stock to jobs. Set reorder levels and automatically places orders with your suppliers to replenish low stock levels.

Flexible pricing options allows you to set multiple price levels, cost / quantity discounts and customer negotiated pricing. We support Bill of Materials, grouped items and assemblies, kits, multiple supplier parts / pricing, alternate and replacement part numbers and much more.

Advanced features include barcode support, serialised inventory management and stocktake batches. We integrate with accounting packages at a detailed chart of account level to track work in progress.

Comprehensive Time Management

Detailed time sheet capture in real time, allowing for flexibility in labour types and labour rates.

Comprehensive time tracking capabilities allows detailed breakdown of time spent by your staff. Log time against jobs, projects and in-house administrative tasks.

Set hourly rates, minimum hours, differentiate actual vs billable hours with rounding to nearest quarter of an hour (configurable). Track employee costs for overtime, employee hourly costs and overheads, additional travel expenses. Prepay time and consume it with reorder reports and setup custom labour rates per customer.

Capture time in real time with our TSM Mobile solution by starting / stopping timers or entering detailed time sheet entries. All time is GPS logged to track the location the technician was when they logged their time.

Comprehensive control of time allocation by trade and employee type. TSM Evolution makes it easy to view and validate your time information before exporting it to your accounting system for payroll.

TSM Mobile Solutions

TSM’s Mobile field service solution makes it easy for field technicians to view, add and update jobs, track time, service equipment, generate quotes, enter payments, capture photos and adhere to compliance requirements.

TSM’s Mobile field service application makes it easy for field technicians to view, add and update jobs, track time, service equipment, generate quotes, enter payments, capture photos and adhere to compliance requirements.

Access safety and compliance audits with our OH&S Checklists and JSA’s. Build your own configurable checklists to enforce technician compliance in accordance with your customers’ requirements and industry regulation.

Parts added to jobs will automatically calculate the appropriate sell price. Clock on and off jobs with our Quick Timer and record separate hours worked and hours billed. Dictate your job notes directly with voice-to-text conversion and collect customer signatures. Service multiple equipment items at once, letting you capture test results, before and after photos and view equipment history. You can also add new equipment found on site directly into your customer’s maintenance asset list.

As you update information in the field, TSM Mobile logs your GPS location.

Operational Accounts Receivable

Full Accounts Receivable functionality integrated with your accounting system.

Raise invoices and credit notes against jobs and track outstanding payments. TSM Evolution allows you to create a deposit invoice, progress claims and final invoice.

Invoices can be itemised with parts and labour or summarised as a progress claim. Each invoice can be broken down into its component parts, labour and fees to give your complete visibility of job profitability.

Enter your payments directly against invoices and produce aged debtor reports, statements, and debtor letters integrated with your accounting system.

Realtime accounting control within the operational roles of the business.

Accounting Integration

TSM Evolution integrates with Xero, MYOB, QuickBooks & Reckon as standard and we can integrate with other packages upon request.

Customer invoices, cash receipts and supplier bills entered TSM Evolution are sent to your accounting package. Cash receipts entered directly into your accounting package flow back into TSM Evolution.

The Accounting Integration with TSM Evolution enables accounting control within the operational roles of the Business.

Business Reporting

Comprehensive reporting suite, scheduled reports, and report customisation.

TSM Evolution includes a comprehensive reporting engine allowing all reports to be customised to your exact requirements. With over 400 reports out of the box, there is bound to be a report for whatever your need. Financial, operational, and diagnostic reports are all catered for. Our comprehensive report filtering capabilities allows you to see exactly the information you want when you need it.

Need a special report produced? Our TSM Evolution report writer can create the exact report that you need. Tailor your jobs, quotes, and invoices exactly the way you want with logos, fonts, and pictures.

Schedule reports to print or email at the time and frequency you choose. Bulk email reports and invoices to your customers, technicians and staff and export reports to Excel, Word, PDF, and many other formats.

Australian Based

Delivered by an Australian based organization with 30+ years of providing diverse solutions to a range of field service industries

Flexible Workflow

We live and breathe Workflow and understand that no two businesses are the same. We build in flexibility, workflow and customisation to ensure that TSM suits your business from day one and can grow and adapt as your business evolves.

HVAC Focused

Although TSM supports any field service business, we particularly focus on the extensive needs of HVAC based companies.

Comprehensive Field Service and Operational Management Software Solutions for Medium to Enterprise Businesses, especially for those in HVAC.

Get a demonstration to understand how TSM can help your business.