this presentation is the property of paradigm information systems

• This presentation is the property of Paradigm Information Systems• It is confidential to the intended recipient for the purpose of evaluating FMS• Any other use is unauthorized• Information contained in this presentation is for demonstration purposes only

• A group of Los Angeles, CA based technology professionals, including software consultants, programmers and database experts.

• Founded in 1993. That’s 19+ years and counting…

• Specializing in mobile-based software solutions for field service, maintenance, facilities management, call tracking, and reporting.

• There are currently over 100 offices and thousands of service technicians using Paradigm’s service and maintenance solutions in the U.S. and Canada.

• Current clients include machine tool companies, elevator service companies, hospitals, colleges, manufacturing plants, others…

Who is Paradigm?

The FMS system automates the exchange of data with the field technicians.

• Customer Service Tickets

• Time Sheet and Payroll Data

• Parts Inventory

• Service Schedules

• Equipment History

• Customer Information

What does FMS do?

Benefits• Eliminates:

• Paper / Manual Service Records• Redundant Information• Records Filing & Storage

• Provides:• Customized Scheduling• Electronic Customer Signatures• Job Costing, Parts & Labor• Parts Reordering• Payroll Recap & Reporting• Emailed communications to customer.

System Components

• Android, Windows Mobile, and Palm OS smartphones and PDA’s

• Microsoft SQL Databases and Servers

• Cellular or Wi-Fi internet connection.

The System uses non-proprietary components from industry leading companies.

FMS Modules and Features Equipment Details

Includes Standard Reports.Customer Information

Tablet / Smartphone Interface

Dispatch Ticket Processing

Rich Application Interface

• Simple and easy to use interface.

• Main icon-bar for graphical navigation

• Resize-able screens and windows

• Standard icons

• Barcode Support

Manage Customer Information

Easily view service history

Quickly lookup machines

See All Customer information on one screen, in one place (Including contact info, service history, machine list, current tickets, and more…)

Set customer specific options like mileage rates, tax rates and travel hours limits.]

Rate customers by level (platinum, gold, silver, bronze)

Keep detailed customer notes for everyone in your organization to easily and quickly reference

Set customer status like Hold, COD or even mark for Review.

Manage Customer Information

See All Equipment information on one screen, in one place

Build and maintain detailed records, including date purchased, installed and warranty information

Define and setup service contracts

Set a schedule for Preventative Maintenance and have the software remind you when its due

View detailed history with one click of the mouse

Capture notes specific to this unit for all to see.

Manage Equipment / Machine Information

Service Call ListSee all calls in an easy to view, color coded list

“YOU” control the columns you see.

Open, close and edit service calls from one screen.

Filter this list by customer, date, tech, etc…

Export this list to Excel or PDF with one click

Service Call Details - Where it all happens!Easy to use and view

Enter service calls while talking to the customer

Tabs on the left show all important customer information without jumping around

If the customer is on HOLD or COD, the screen flashes

Verify customer address and other info… edit with one click!

Assign calls to one or more techs

Specify the exact machine to be serviced

See any contract and warranty information as you edit the service call

Mark the call as “Down Machine” or as a “Return Call”

Set Ticket Type (Paid, Warranty, Courtesty, etc…)

Dispatch Board

• Use graphical tools to schedule service visits

• Drag and drop enabled

• View schedule for any day and/or tech

• Print out service schedules in the field

Document Service Activity (Service Reports)Shows summary of service call

Collect detailed work description

Show billing rates (if applicable)

Document hours (labor, travel, time on/off site)

Capture important information on machine usage

Set options

This info becomes part of “History”

**** This information is usually captured by Tech’s in the field ****

Parts and digital signatures are included…

**** This information is usually captured by Tech’s in the field ****

Document parts usage for each service call

Specify the source of the part (Truck, Drop Ship, Warehouse)

Automatically updated inventory levels when service report is processed

Capture and view digital signatures

Print Service Tickets, with electronic signatures, in a format that you can send directly to the customers.

In most cases, the system automatically emails the customer copies of his service reports within minutes of the service visit.

Manage Parts Inventory

Full warehouse and truck inventory

Look up parts prices and availability

Track and document consigned and owned parts

Load parts lists and prices from suppliers

Inventory Item Details

• Track unit cost and customer price

• Multiple warehouse / Van locations

• Transfer and adjust inventory with detailed audit records

• Document parts received from vendor orders

Custom Reports List • FMS Support Crystal Reports as the reporting format

• Create custom templates and check them into the system

• Parameter screens are automatically generated

• Export to Excel, PDF, Word, etc…

• Email reports using MAPI interface

• Standard reports are included

• Use database map to navigate through the data tables

Payroll Report

Used to extract daily and hourly payroll information from service tickets. Can be used to eliminate duplicate payroll entry by technicians

Service History By Customer

Used to display a list of all activity for a particular customer. Report covers any activity on any machine owned by the specified customer

Billing Report

Used to extract daily and hourly billing information from service tickets. Only shows information that the service tech’s marked as billable. Includes labor, parts and prices.

Time Summary Report

Shows payroll information in a summary format.

Parts Inventory

Shows a list, quantity, and price of parts for each specific warehouse, including service vehicles

Parts Usage Source Analysis

Shows quantities and percentage of parts used and their source. Good for determining whether or not truck and inventory levels are set correctly.

No Paper! Close Tickets In the Field with a Laptop

• Technicans collect all data in the field.

• Special program for laptop links directly to the office

• No information is lost

• Real-time data transfer

• ** Electronic signature capture **

• No Paper!

Assigned tickets (Laptop)• Each technican

can view tickets for the day

• No need to call the office for work.

• See customer data and history

• No additional information will be needed

Documenting service activity (Laptop)

Capture time and expense information (Laptop)

Capture specific information on each machine (Laptop)

Capture Signatures and Show Cost Summary (Laptop)

The device you aready have is all you need!

• Provides an intelligent link between technicians in the field and the database in the office.

• Native app. Works when there’s no active connection! ***

Close tickets in the field using your smartphone

• Smartphones, such as Androids, Windows Mobile and Palm OS devices are supported.

• ** I-Phone / IPAD available soon!

• *** works on tablets! ***

Android Phone Screens

Navigation using the Main Menu

See all open and assigned service tickets

“actual screens shown”

Document the full work description

moreAndroid Phone Screens…

Verify service report details

“actual screens shown”

Automatically order additional parts to be dropped shipped

and moreandroid phone

screens…

Document parts used on the job, including price (if available)

“actual screens shown”

Automatically order additional parts to be dropped shipped

Document parts used on the job, including price (if available)

and moreandroid phone

screens…

Automatically order additional parts to be dropped shipped

Document parts used on the job, including price (if available)

Document parts used on the job, including price (if available)

and moreandroid phone

screens…

Document parts used on the job, including price (if available)

Automatically order additional parts to be dropped shipped

and moreandroid phone

screens…

Document parts used on the job, including price (if available)

“actual screens shown”

Automatically order additional parts to be dropped shipped

and moreandroid phone

screens…

Document parts used on the job, including price (if available)

“actual screens shown”

Automatically order additional parts to be dropped shipped

and moreandroid phone

screens…

Document parts used on the job, including price (if available)

Collect custom information about the equipment to be included with the service record.

Collect custom information about the call and equipment

(user defined!)

Technician checks the appropriate boxes regarding the call. Great for reporting!

“actual screens shown”

Collect custom information about the call and equipment

(user defined!)

Technician checks the appropriate boxes regarding the call. Great for reporting!

Collect custom information about the equipment to be included with the service record.

Collect custom information about the call and equipment

(user defined!)

Technician checks the appropriate boxes regarding the call. Great for reporting!

Collect custom information about the equipment to be included with the service record.

Collect custom information about the call and equipment

(user defined!)

Technician checks the appropriate boxes regarding the call. Great for reporting!

“actual screens shown”

Collect custom information about the equipment to be included with the service record.

Collect custom information about the call and equipment

(user defined!)

Technician checks the appropriate boxes regarding the call. Great for reporting!

“actual screens shown”

Service costs are computed automatically based on rate, taxes and expenses

Document time and compute service costs

in the field

Technician enters actual time on/off site as well hours and travel.

“actual screens shown”

Then, hit one button and transfer all the information to the office imediately

NO PAPER!

and moreandroid phone

screens…

Collect signatures from customers directly on the smartphone

Is it new…???

• FMS is not new. It was first developed in 1998 and has continually evolved ever since.

• Currently installed and working at over 120 customer offices in the US and Europe, including ThyssenKrupp Elevator, HAAS Torrance, HAAS Houston, and FADAL Machining Centers and several other service companies.

• We have lots of experience in the service industry

• Continually enhanced and modified with direct

input from service and repair managers.

• Stable and mature

Is it new…???

• Version 4.9.x is available NOW!

• Takes less than 4 weeks to do a complete installation and training after the following:

– initial consultation and needs assessment

– loading of existing data in the system

– customization of report templates for a unique needs.Ordering Info.

Availability

Questions?

Contact Information:

Maurice Dorris (maurice@paradigminfosystems.com)

Technical Consultant

Paradigm Information Systems

Ph: 310-768-2965