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Contract Management

Preventive Maintenance

Service CRM/Call Management

Financial Accounting

Inventory/ Stock Management

Sales Order/ Purchase Order

Lead/ Sales Force Management

Service Replacement Module

Photocoiper Module

Service Module Mobile App

Quotations/ PI/ Estimates

Manufacturing/ Production Module

Attendance Management

Reports & Dashboards

SMS/ E-Mail Communication

*Prices may vary as per Modules Selection

    Contract Management Module

  • Multiple Address Facility : Enter Contracts For Customer With Multiple Address Facility
  • Contract Type Creations : Multiple Contract Types can be created with multiple configuration.
  • Serial No : Easy contract screen with Serial No and Equipment Type.
  • Preventive Maintenance : Auto scheduling of PMs Due Dates based on the Contract Peroid.
  • Contract References : Created Multiple Payment References for Contract to track the due Payments.
  • Contract Analysis : Contract Analysis Report with more than 40 Filters to generate report with permutation and combination of parameters to get results.

    Service/ Call Management Module

  • Complaint Registration : Complaint Analysis Report (More than 50 Filters to generate report with multiple combination of parameters to get results.
  • Call Escalation : Call Escalation according to Designation, Department, Priority, EmployeeName wise.
  • Engineer Visits Analysis : Engineer Visits Analysis Period Wise, Customer wise, Serial No Wise.
  • Multiple Complaint Types : Chargeable/ Non Chargeable/ Under AMC/ Under Warranty/ Out Of warranty calls.
  • Load Chart : Engineer wise Load Chart, Route Chart.
  • Service Report Printing : Multiple formats for Service Reports .
  • SMS/ WhatsApp/ Email : Automatic emailing, SMS, WhatsApp to Customer and Technician on Complaint Registration/ Completion.
  • Mobile App : Mobile App for Technicians to update Call Status and Digitally attach Service Report.

    Financial Accounting Module

  • Invoicing : Sale/ Purchase/ Sale Return/ Purchase Return.
  • Vouchers : Receipt, Payment, Journal, Debit Note, Credit Note Vouchers.
  • GST Ready : GSTR1, GSTR2 and GSTR 3B, GSTR Summary Reports.
  • Multiple Warehouse : Multiple Warehouse, Multiple Print Formats.
  • Auto Contract Creation : Auto creation of Warranty/ AMC or contracts on creating Sales Invoice.
  • Alerts : SMS / Email on generation of Invoicing.
  • Tally Integration : Import of Data In Tally.
  • Final Reports : Multiple Company Accounts such as Balance Sheet, Profit & Loss A/c, Outstanding.

    Inventory & Manufacturing Module

  • Material Issue/ Material Receive/ Indents.
  • Stock Day Book, Stock Transfer,Stock Ledger, Item Group Ledger.
  • Stock Valuation, Stock Status, Stock Movement, Material Centre Wise Stock.
  • Stock Below Re Order Level/ Negative Stock List
  • Pending Delivery Challans (Issue/ Receipt)
  • Daily Stock Status with groups
  • Machine Serial No. Wise Stock
  • BOM Details , Production Management
  • Stock Journal, Indenting
  • Stock Movement, Price List
  • Invoice Pending against Delivery Challan

    Features Specially developed for Copier Industry

  • Creation of different contracts FSMA ,SSMA, VBSA, CSA,TG, 4C, CSA, Rentals contract for the customer in which you can define the Copier Meters (A3, A4, A3 Color, A4 Color), Default Billing Cycle, Monthly Rental if Any, Annual Rental, Meter Reading Details (On start of Contract), Per copy charges ,Spoilt Copies , Free Copies.
  • Rental Billing, 4C , FSMA, TG Billing, Multiple Machine Billing
  • Define Rate Slab in the customer contract. Rate Slab means if you want First 1- 5000 coipes (No charges, Free), Next 5001-10000 copies (Per copy charges .35 paise), Next 10001-20000 copies (.32 paise),Above 20001 (.30 Paise) , you can define this type of provision in the contract masters so whenever bill will generated then it will automatically calculate the billed amount based on the above criteria.
  • List all contracts for which you have to generated bill on a particular day based on the billing cycle.Generate all the bills on a single click of a button.
  • Multiple taxes and GST Enabled.
  • Meter resetting module, Can manage the transaction details if meter is replaced with a new one.
  • Multiple counter reading/ Multi machine billing handling in a single Invoice
  • Toner management for the copier. On a request for the toner from a customer , software will display a last 15 transaction for the issue of toner and average reading for the issues. Decesion can be made whether you have to issue toner or not.
  • Current Reading Report, Copier Billing Details, Machine wise Ageing.
  • Machine Revenue/ History

Master Control and Settings

Security & User Management

MIS Informative Report

Contract Due Reminders

Outstanding Control & Reminders

Record Authorization

Engineer's Performance Analysis

Customer wise Price Control

Finance/ Inventory & Tracking

Communication Management

    Contract Management

  • Contract Analysis Report ( It has 37 Filters to generate report, user can select permutation and combination of parameters to get results).
  • Period Wise (Date From - Date To) AMC Warranty.
  • Customer Wise Complaints/ Item Model Wise AMC Warranty.
  • Customer Group Wise (Such as Doctors, Dealers, Govt. ,Hospital etc.)/ Item Group Wise AMC-Warranty (such as UPS, Inverter, Computer, Printer, Epabx, AC, split ac, RO, Water Purifier etc.
  • Machine Serial wise AMC Warranty tracking.
  • Place/ Area/ City/ Dist./ Zone wise AMC Warranty Details.
  • Automatic Generation of Complaints facility against Preventive Maintenance calls.
  • Preventive Maintenance Analysis.
  • Amount Wise AMC Warranty Report.
  • AMC Wise Profitability.
  • Period Wise Preventive Maintenance Due/ Completed Report.
  • Place/ City/ State/ Zone/ Address/ Tel. No. Wise Preventive Maintenance Due/ Completed Report.
  • Period/ Place/ City/ State/ Customer/ Item Wise Installation Report.
  • Emailing to All customers whose preventive maintenance service is due for Confirmation.
  • AMC/ Renewal Letters.
  • Show Pending Complaints When Program Starts
  • Contract Expiry Reminder such as AMC, Warranty, Rental, Copier Expiry.
  • Preventive Maintenance Reminders.

    Call/ Complaint Management

  • Complaint Analysis Report (More than 50 Filters to generate report, user can select permutation and combination of parameters to get results).
  • Period Wise (Date From - Date To) Complaints.
  • Customer Group Wise Complaints.
  • Customer Wise Complaints/ Item Model Wise Complaints.
  • Engineer wise Load Chart.
  • Engineer wise Route Chart.
  • Time Slab wise complaints with different colours.
  • Call Escalation according to Designation, Department, Priority, Employee Name wise.
  • Automatic emailing and SMS to customer on complaint registration/ completion.
  • Complaint No. wise tracking.
  • Engineer Wise Complaints Analysis.
  • Machine Serial wise complaint tracking.
  • Place/ Area/ City/ Dist./ Zone wise Complaints Details.
  • How many complaints are attended, How many complaints are not attended.
  • Field Complaints/ In-house Complaints.
  • RT/ TAT/ MTTR.
  • Chargeable/ Non Chargeable/ Under AMC/ Under Warranty/ Out Of warranty Complaints.
  • Items Used for repairing.
  • Tel No./ Address Wise Complaints Search.
  • User Login Wise Complaint Analysis.
  • Complains Pending/ Repaired/ Done Analysis.
  • Call Report for engineer is automatically generated Single/ Two Same/ Two Different Call Reports Per Page.
  • Engineer Visits Analysis.
  • Item Used Details in a complaint engineer wise, customer wise.
  • Engineer Wise Complaint Analysis.
  • Item Repaired but Not Dispatched.

    FINANCIAL ACCOUNTING

  • Sale/ Purchase/ Sale Return/ Purchase Return
  • Receipt, Payment, Journal, Debit Note, Credit Note Vouchers
  • Flexible User creatable Tax Structure
  • GST Ready, GSTR1, GSTR2 and GSTR 3B, GSTR Summary Reports
  • Master based Tax Structure and HSN/SAC Option
  • Category or Series wise accounting vouchers with multiple print headings
  • Complaint Invoicing, Customer wise Pricing for Sales Invoice
  • Multiple Warehouse, Multiple print formats
  • On Account and Bill By Bill Adjustment Methods
  • Serial No wise Invoice generation
  • Auto creation of Warranty/ AMC or contracts on creating invoice
  • Bar Code printing, capturing, Voucher Freezing, Back Date entry Restriction
  • Challan / Order Adjustment in Invoicing
  • Item wise User Defined Fields/ Voucher wise user defined fields/ Attachments
  • Option to Update stock or not in Invoicing
  • Cost Centers/ Commission agents/ Employee Commission on sales
  • SMS / Email on generation of Invoicing
  • Series/ Material Centre Wise Sale/ Purchase/ Sale Return/ Purchase Return Register
  • Remarks/ Narration Wise Sale/ Purchase/ Sale Return/ Purchase Return Register
  • Periodic Receipts/ Payments /Debit Note/ Credit Note Reports
  • Party/ Voucher No/ Narration/ Remarks Wise Receipts/ Payments/ Journal Register
  • Cash book/ Bank Book, Accounts Day Book
  • Outstanding Receivable/ Payable Report, Reminders for Outstanding with SMS, Email
  • Automatic adjustment of sale/ purchase order at the time of sale/ purchase
  • Outstanding Aging Receivable/ Payable Party/ Group/ Bill No./ Narration Wise
  • Bills Receivable/ Payable Report
  • Monthly Sales Summary, Periodic Party Ledger,Periodic Group Ledger
  • Depreciation Charts, Credit Limits & Days Report, Bank Reconciliation Statement
  • Party/ Group Wise Trial Balance,Profit & Loss Account, Balance Sheet
  • Multiple Company Accounts such as Balance Sheet, Profit & Loss A/c, Outstanding
  • Sale/ Purchase Type Summary with Taxes

    Inventory & Production Management

  • Material Issue/ Material Receive/ Indents
  • Stock Day Book
  • Material Issue Receipts Report (DC & Goods Receive)
  • Stock Transfer
  • Stock Ledger, Item Group Ledger
  • Stock Valuation
  • Stock Status, Stock Movement, Material Centre Wise Stock
  • Stock Below Re Order Level/ Negative Stock List
  • Pending Delivery Challans (Issue/ Receipt)
  • Batch Wise Stock Details
  • Issue/ Receipt Analysis
  • Daily Stock Status with groups
  • Machine Serial No. Wise Stock
  • BOM Details
  • Production Management
  • Stock Journal
  • Indenting
  • Stock Movement
  • Price List
  • Invoice Pending against Delivery Challan

    Engineer Stock/ Asset Tracking

  • Issue of Company Asserts to Employees
  • Issue of Spares Based on Call
  • Consumption Management for Spares by Engineer
  • Stock Issue Analysis
  • Stock Consumption Analysis By Engineer Analysis
  • Stock Return Analysis
  • Stock Summary for Engineer Report
  • Spare Balance Report
  • Returnable Stock

    Sales Force/ Lead Management

  • Lead Analysis Report ( It has 25 Filters to generate report, user can select permutation and combination of parameters to get results)
  • Periodic Sales Lead List
  • Customer Wise Sales Lead List
  • Customer Group Wise Sales Lead List
  • Place/ City/ State/ Zone Wise Sales Lead List
  • Address/ telephone No. Wise Sales Lead List
  • Contact Person/ Designation Wise Sales Lead List
  • Sales/ Dealership/ Distribution etc. Wise Sales Lead List
  • How Leads are coming (Reference/ Courier/ Email/ Direct/ Exhibition etc.) Source. Wise Sales Lead List
  • Pending/ Matured/ Closed Sales Lead Status List
  • Requirement/ Narration Wise Sales Lead List
  • Multiple Product Sales Lead List
  • Executive Wise Inquire List
  • Visit/ Call etc. based Sales Lead List
  • Executive Visit Details List
  • Hot/ Warm/ Cold Sales Lead List
  • Executive/ Customer Remarks Wise Sales Lead List
  • Quotation Generation and Email List
  • Executive Performance Analysis
  • Unique User Rights You can configure each individual feature of the software based on Creation. Modification, Deletion, Export, Report)
  • SMS Alert for new Lead
  • Mail alert to sales executives for new Lead allocation
  • Sales Executive wise Leads private and shared access

    Quotation/ PI/ Sales Order/ Purchase Order

  • Quotation creation with more than 12 formats
  • Proforma Invoice with Customer name address
  • Items, taxes.
  • Multiple formats, Party wise , item wise Quotation / PI details
  • Periodic list of quotations/ PI,Linking of quotations and PI with leads
  • Quotation Sent Report,Item Wise Quotation Send
  • Customer Wise Quotation Send, Price Wise Quotation
  • Sale Order creation with more than 12 formats with Customer name address
  • Items, taxes.
  • Flexible Taxation,Party wise , item wise Sale Order
  • Periodic list of Sale Order ,Linking of Sale Order with sales.
  • Sale Order Sent Report
  • Item Wise Sale Order
  • Customer Wise Sale Order
  • Purchase Order creation with more than 12 formats with Customer name address ,Items, taxes.
  • Party wise , item wise Purchase Order
  • Periodic list of Purchase Order
  • Linking of Purchase Order with Purchase.
  • Purchase Order Sent Report
  • Item Wise Purchase Order
  • Customer Wise Purchase Order
  • Price Wise Order Purchase Order
  • Pending Purchase Orders
  • Price Wise Order Sale Order

    Features Specially developed for Copier Industry

  • Creation of different contracts FSMA ,SSMA, VBSA, CSA,TG, 4C, CSA, Rentals contract for the customer in which you can define the Copier Meters (A3, A4, A3 Color, A4 Color), Default Billing Cycle, Monthly Rental if Any, Annual Rental, Meter Reading Details (On start of Contract), Per copy charges ,Spoilt Copies , Free Copies
  • Rental Billing, 4C , FSMA, TG Billing, Multiple Machine Billing
  • You can also define Rate Slab in the customer contract . Rate Slab means if you wantFirst 1- 5000 coipes (No charges, Free), Next 5001-10000 copies (Per copy charges .35 paise), Next 10001-20000 copies (.32 paise),Above 20001 (.30 Paise) , you can define this type of provision in the contract masters so whenever bill will generated then it will automatically calculate the billed amount based on the above criteria.
  • Software can list all contracts for which you have to generated bill on a particular day based on the billing cycle. You can generated all the bills on a single click of a button.
  • Provision for multiple taxes and GST Enabled.
  • Provision for the Meter resetting in the machine, You can manage the transaction details if meter is replaced with a new one.
  • Provision for the multiple meter reading handling in a single Invoice.
  • Provision for maintaining the current meter reading for a machine.
  • Provision for the Toner management for the copier. Suppose if you get a request for the toner from a customer , software will display a last 15 transaction for the issue of toner and average reading for the issues. By this you can decide that whether you have to issue toner or not.
  • Lot of Reports related to the copier like current reading report, copier billing details, machine wise ageing.
  • And many more features are also in software related with the copier module.

    Service MIS Reports

  • Customer History (Total AMC Warranty, Complaints, Engineer Visits, Standby, Replacements, Item Used, Billing)
  • Item History (Total AMC Warranty, Complaints, Engineer Visits, Standby, Replacements, Item Used, Billing)
  • Engineer History (Total AMC Warranty, Complaints, Engineer Visits, Item Used)
  • Serial No. History (Sale, Purchase, Standby, Replacements, Complaints, AMC- Warranty, Facility Management)
  • How Complaints are Coming Customer/ Item/ Item Group/Complaint Nature/ Place/ City/ State/ Zone Wise Statistical Data
  • Month Wise Complaint Summary Item Wise/ Customer Wise
  • Month wise complaint Summary Complaint Nature Wise
  • Month wise complaint Summary Customer Group/ Item Group Wise
  • Month wise Complaint Summary Place/ City/ State/ Zone Wise
  • Month wise Customer Wise/ Item Wise AMC Undertaken
  • Month wise spares Consumption
  • Periodic Engineer's performance analysis (Total Calls Given, Call Completed, Calls Attended, Calls Pending, Total Visits) Month Wise AMC Expiry/ Undertaken, Warranty Undertaken/ Expiry
  • Login based Security in the software.

    Account MIS Report

  • Cash Flow/ Fund Flow, Ratio Analysis
  • Sales Performance Monthly,Monthly Item Wise Sale/ Purchase
  • Monthly Party Wise Sales/ Purchase,Monthly Item Qty Wise Sale/ Purchase
  • Monthly Party Qty Wise Sale/ Purchase,You can create any No. of user defined reports
  • Customized Reports, Customized Letters, Labels, Telephone Directory, Envelope printing based on 20 filters
  • AMC Letters, Labels, Telephone Directory, Envelope printing based on 20 filters
  • Linking of AMC Data with Word Letter Formats
  • Payment Reminders, Manage Bill By Bill Adjustment to find out Aging of Bill
  • Export of Data to Excel, Word or email Format
  • Ledger/ Report Emailing Facility, Mass or Bulk Emailing facility based on 20 filters
  • Multiple Company Option, Data Consolidation to view results
  • Cost Centre facility to find out the profit and loss for site with ledger
  • Import of Customer/ Item Data facility from excel
  • You can create Twenty New Fields in all the screens and options software (Sale, Purchase, Complaint, AMC, Warranty, Standby, Quotation, Enquiry etc.)
  • In all the features one user can not view the data of other users. Only user who has rights can see it.

Call Register & Status Report

Customer/ Engineer/ Serial No History

Contract Wise Profit & Loss

Sales Anaylsis / Collection / Balance

Inventory Reorder Level Forecasting

Sales/ Lead Analysis

Production Planning

FSMA/TG Revenue Generation

Multiple Warehouse Stock Analysis

Mobile App For Service Technicians

Location & Route Tracking (Coming Soon!)

Document Approvals (Coming Soon !)

Expense Management (Coming Soon !)

Automated Google Cloud Backup (Coming Soon !)

Get in touch with us on info@caresoftware.in for a demo and know what CARE can do to your organisation administration activities.

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