Field Service Business (FSB) Repetitive Order Entry Dashboard for Epicor® Kinetic

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What business doesn't like repeat business?

Only the businesses that don't have repeat business yet, right!?

Is Kinetic capable of easily handling long term, repeat business in the ERP?

Some folks say "No!", even "Hell No!". They complain that Kinetic comes up short, citing that Kinetic is too slow, too complicated and not intuitive. We've heard complaints that Kinetic holds back company growth because it lacks scalability. Still others complain about the licensing and costs of maintenance. We'll concede when used infrequently, complicated and tedious tasks are hard to remember and demoralizing.

We hear more complaints about spreadsheets, QuickBooks and lack of reconciliation.

The point of an ERP like Kinetic is integration. At Pronto Progress we hear the complaints but we see damn good bones in Kinetic. We think complainers are uneducated and short sighted. We looked at Repetitive Services, and used our Lego® style of thinking. In solving Repetitive Service and Repetitive Field Service within Kinetic we created a masterpiece.

Most buy Epicor® Kinetic and did't have a need, yet, for Repetitive Field Service.

That's how it happened for us at Pronto Progress. We moved from QuickBooks for the solid, integrated G/L of Kinetic. Rather than complain, we did something about these issues. Using the framework upon which Kinetic is built, and our Lego® style of thinking, your company can stop whining and leverage some truly amazing benefits.

Maybe you weren't on the committee that selected Kinetic.

Before you run into the boss' office and insist Kinetic be thrown out, replaced and ditched, consider this. How much has been invested? Then imagine your boss admitting a mistake? Oh, well... hmmm....

Repetitive Field Service is easy in Epicor® Kinetic, with magic from Pronto Progress.

Stop your bitching. Save an extraordinary number of hours and setup a Repetitive Order that works across production, invoicing, G/L, payroll and quality. Shorten sales turn times. Remove risk of staff turnover from your business plan. Improve customer quality. Track costs efficiently and accurately. Do all this with our Repetitive Field Service Order Entry Workbench.

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Field Service Business (FSB)
in Epicor® Kinetic

A Field Service Business (FSB) sells a service and/or product repetitively.

duhh This workbench is for FSB if you have Epicor® Kinetic, because the "No Mag" or Out Of the Box (OOB) approach sucks.

“No mag” as in the muggles way of doing things. This is not the way we do Field Service.

We mapped out and designed the best solution for a Serial Fulfiller that they can do in Epicor® Kinetic right Out Of the Box (OOB). It will take a muggle 3 hours of tedious Order Entry to do what we do in mere seconds. Still, there are some hard-core folks and they can do it OOB or low code for reasons unknown. Go nuts.

How to enter a Repetitive Order in
OOB Epicor® Kinetic
Field Service Business(FSB)
"No Mag" approach

Let’s say you are in the business of Commercial Office Cleaning. When you enter an Order, add an Order Line for every invoice (say monthly) and the need by date being the invoice date. Add a bunch of Order Release(s) for every service call, filling in the need by date as the service date. Easy, right? Detailed explanation ...

When you get an order:
1. Create an Order
2. For every invoice expected:
  1. Add an Order Line for the part. Set the Need By date for each Order Line to the invoice date(s) desired. Check Ship Line Complete so that invoicing won’t happen when each days work is complete and so that invoicing will happen when all the releases have been shipped, on this Order Line.
  2. In each Order Line (which is now an invoice period as well) set the quantity to number of services you’ll provide during that invoice period.

Example: The part is “DSC” and the contract is for six months of cleaning. You’ll have six Order Lines on the Order. One for each monthly invoice. Again, on the Order Line, set the need-by date to your desired invoice date.
Line #1: DCS 7/31/22 Qty 20
Line #2: DCS 8/31/22 Qty 23
…
Line #6 DCS 12/31/22 Qty 22

Now, for every one of those Order Lines (we have 6 Order Lines in our example) add a release to the Order Line for a quantity of 1 and set the need-by date to correspond to each service date.
Example: Order Line #1
Releases:
#1 7/1/22
#2 7/5/22
#3 7/6/22
…
#20 7/29/22
Now July is setup, go on to the 2^nd Order Line which is August and set August up. Continue this process for each month through December.

Now, early in the day you will need to create a job.
1. To Schedule the work on the first Order Line and the first Release on that Order Line, go to “Actions” and select the “Order Job Wizard” then check “Create Job” and press “Create Job”.
2. Once you have the first/next Job, you’ll need to un-link all the extra releases.
3. Go to job Actions>Job>Get Detail & Schedule then pick your template for this part. Don’t re-sequence!
4. Now go to each operation and assign the resource.
5. Now report your labor and complete the operations and finally the job.
6. Ship this job.
Right after the end of the month, do your invoicing for the now complete Order Line.

We tried the OOB "No Mag" approach.
OOB sucks!
Epicor® Kinetic "With Mag" doesn't suck.

It took one of us 3 and 1/2 hours to enter a six month business day cleaning contract.

Oh, it will invoice perfectly, and it tracks labor, completion, payroll and it does it very well! Our entry clerical didn't quit cause we told them it was just practice. Our client Carlos needed a better way...

Carlos is the boss of commercial cleaning and sanitation. Carlos wants positive reports of completion of cleaning. Positive reports when the kitchen, bathroom and office is cleaned. Day in, day out. Carlos insists on quality and does frequent on site checks. Carlos bills monthly and services during business days, starting at 3PM, which is just how the customer wanted it.

For Quality of Service, Carlos can't be beat. There had to be a better way though.

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Serial Fulfillers rake in the chips
using Epicor® Kinetic with Repetitive Order Entry Dashboard.

The workbench is built for repetitive fulfillers or “Serial Fulfillers” and includes many professions from folks inspecting a pipeline to those cleaning your office.

The Repetitive Service workbench is installed and fully integrated into Epicor® Kinetic. It works for geeks that monitor your system, like Pronto Progress. Handle material, labor with this Dashboard. An FSB does the same service, routinely (hourly, daily, weekly, etc.) for the length of the contract. Many times, the FSB works at the client’s site. Invoicing frequency doesn’t match service frequency because B2B is that way. An FSB doing commercial cleaning for customers cleans daily and sends an invoice every month.

The main reasons to use RSRepetitiveOE Dashboard is speed and ease of use. RSRepetitiveOE leverages all of the integrated functionality in Epicor® Kinetic including the work day calendar. It is super intuitive.

Repetitive Order Entry Workbench
Epicor® Kinetic Field Service (FSB)

How does Pronto know all this? Well, we use Epicor® Kinetic. Go ahead, laugh. Thing is we know how to make Epicor® Kinetic work faster and for us. We know how to streamline processes. What you don’t know...

The Repetitive Service workbench is installed and fully integrated into Epicor® Kinetic. The workbench is built for repetitive fulfillers or “Serial Fulfillers” and includes many professions from folks inspecting a pipeline to those cleaning your office. It even includes geeks that monitor your system, like Pronto Progress. These FSB do the same service, routinely (hourly, daily, weekly, etc.) for the length of the contract. Many times, the FSB works at the client’s site. Invoicing frequency doesn’t match service frequency because B2B is that way. An FSB doing commercial cleaning for customers cleans daily and sends an invoice every month.

Aren't you glad we did the Repetitive Order Entry Dashboard for Epicor® Kinetic?

Well, good bones in Epicor® Kinetic and some outside the box thinking was important. Go ahead, laugh. Thing is we know how to re-arrange Epicor® Kinetic ERP to work faster. We know how to streamline processes. What you don’t know...

Automatically every evening, Revolutions Solution Repetitive Job Scheduler will create the job for that day.
Automatically, your resources will see the jobs they are to do provided they use Revolutions Solution Mobile Dispatch. They complete operations by pressing the “Complete” button using Revolutions Solution Mobile Dispatch or Revolutions Solution Dispatch on a browser. Now you have labor and material in the system to feed payroll and invoicing.
Automatically every day, Revolutions Solution Repetitive Job Completion Checker will check if all operations on a job are complete and will complete the job. This will mark the job as shipped which will enable the release to be invoiced. Once all Releases on an Order Line are so marked, the Order Line is invoiced.
Automatically every day, Generate Shipment Invoices (Invoicing) occurs (provided an Epicor® scheduled task has been setup to do this).
Now, when all the releases have been shipped on the Order Line, that Order Line will be invoiced.

How easy was that? Tailoring with our Lego® mentality, not customization is the key.

Buy this Enhancement

Buy other Enhancements

Field Service Business (FSB) Repetitive Order Entry Dashboard for Epicor® Kinetic

What business doesn't like repeat business?

Is Kinetic capable of easily handling long term, repeat business in the ERP?

We hear more complaints about spreadsheets, QuickBooks and lack of reconciliation.

Most buy Epicor® Kinetic and did't have a need, yet, for Repetitive Field Service.

Maybe you weren't on the committee that selected Kinetic.

Repetitive Field Service is easy in Epicor® Kinetic, with magic from Pronto Progress.

Field Service Business (FSB) in Epicor® Kinetic

How to enter a Repetitive Order inOOB Epicor® Kinetic Field Service Business(FSB)"No Mag" approach

We tried the OOB "No Mag" approach. OOB sucks!Epicor® Kinetic "With Mag" doesn't suck.

Serial Fulfillers rake in the chipsusing Epicor® Kinetic with Repetitive Order Entry Dashboard.

Repetitive Order Entry WorkbenchEpicor® Kinetic Field Service (FSB)

Aren't you glad we did the Repetitive Order Entry Dashboard for Epicor® Kinetic?

Field Service Business (FSB)
in Epicor® Kinetic

How to enter a Repetitive Order in
OOB Epicor® Kinetic
Field Service Business(FSB)
"No Mag" approach

We tried the OOB "No Mag" approach.
OOB sucks!
Epicor® Kinetic "With Mag" doesn't suck.

Serial Fulfillers rake in the chips
using Epicor® Kinetic with Repetitive Order Entry Dashboard.

Repetitive Order Entry Workbench
Epicor® Kinetic Field Service (FSB)