EndoTrack Project
COMPREHENSIVE & ROBUST FEATURES
Project Summary
EndoTracker is a secure online portal providing endoscope management solutions for Customers and Partners. EndoTracker provides instant access to all the maintenance records and a feature rich dashboard that monitors key metrics on equipment performance and maintenance.
With EndoTracker, you can quickly view and run reports that compile, list and analyze data about your equipment across multiple departments and facilities. Monitor the life cycle of your endoscope inventory as EndoTracker automatically captures and allocates service expenses, usage, and PM schedules.
Gain a better understanding of your equipment failures and help reduce future service events with EndoTrackers “Interactive Service Report”.
Key Features:
• Multilingual and Multicurrency
• Multi-level employee and staff security profiles
• Three tiered access: Corporate, Salesman and Customer
• Multi-division and multi-branch operations
• Three segmented defect reporting: Category, Reason and Location
• Alternate defect reporting through common defects
• Suggesting suitable repairs automatically
• Customizable checklist
• Customers/Owners with associated bill to, ship to and approval addresses
• Contract(s) between customer and company
• Serialized and un-serialized products for repair
• Barcode search of parts, equipment and work Order(s)
• Work orders, historical and current
• Customizable workflow definition
Functional Areas:
Asset Management
• Manage your inventory by Facility and Department locations.
• Endo Tracker will auto-update cumulative service expenditures and usage
counts for each inventory item.
• Quickly view the last repair event or complete service history for each
inventory item.
• Set custom Spend Limits with notifications.
• Schedule and track preventive maintenance activities with notifications.
Work Order Management
• Quickly schedule service events with Endo Trackers easy fill forms.
• Receive service notifications regarding the status of your repair.
• Receive alerts when your service order is ready to view with One Click
Approval.
• Gain more insight with Endo Trackers “Interactive Service Report”
• Receive alerts when your equipment ships including tracking data.
• Work Order flow.
• Configure Departmental Logical Flow.
• Dynamically show the department flow as configured.
• Display departments as per the role assigned to the logged-in user.
• Logical movement of the work order.
• Quote to customer.
• Auto generation of Invoice.
• Track technician performance
Service Agreement Management
• Manage and monitor the details of your service agreements.
• View and print contract usage reports
• Manage service agreement inventory.
Loaner Management
• On-site Loaners
• On-Site Rental invoicing the customer at set intervals ether weekly or
monthly
• Visualize available loaner inventory
• Dunning Notices
• Equipment Pending Return after On-site loaner end date
• Invoice creation.
Customer Dashboard
Salesperson Dashboard
• View and manage Key service statistics of customer assigned to the
salesperson.
• View Customer Dashboard of allocated customers.
Reports
Interface with QuickBooks
• Export EndoTracker Defined Customers into QuickBooks.
• Similar named customers synchronized in EndoTracker/QuickBooks.
• Export EndoTracker Finalized Invoices into QuickBooks application.
• Import QuickBooks Paid Invoice data into EndoTracker.
• Export EndoTracker PO/Bill Data into QuickBooks.
