FMS Pro Features

A more in depth look at FMS Pro

Dashboard

  • Quickly see what’s important
  • Number of Open quotes
  • Number of Open Work orders
  • Budget % spent
  • Assets – Total value
  • Number of work orders by category
  • Number of work orders by Supplier
  • Budget – Monthly Spend vs Budget

Locations

  • Location list
  • Location Summary
    • 90 day job summary stat
    • Add / edit
    • Location summary –
    • Number of Open quotes
    • Number of Open Work orders
    • Budget % spent
    • Assets – Total value
    • Number of work orders by category
    • Number of work orders by Supplier
  • Assets by location

Suppliers

  • Supplier list
  • 90 day job summary stat
  • Add / edit
  • Assign service Categories
  • Track tickets, licenses, insurance and their respective expiries.

Quotes

  • Quote list
  • Add / Edit
  • Fields include Service Category, Status, Urgency/SLA, Quote Type
  • Assign multiple Suppliers – manage their responses
  • Add attachments
  • Email all suppliers the same information at once via Template
  • Convert quote to Work Order

Work Orders

  • Work order list + Status by Urgency/SLA
  • Add / Edit
  • Add attachments
  • Fields include Service Category, Status, Urgency/SLA, Quote Type
  • Send templated emails to supplier
  • Add Assets
  • Record Completion details – Supplier invoice Costs, upload invoice
  • Rate Supplier on WO with key metrics

Other

  • Add/edit schedules by month service category/location
  • Review schedules and convert to Work Orders
  • Budgets Add/edit by month/location
  • Budget Summaries by month, Running totals and compared to actuals
  • Secure Login integration – not password held by FMSpro
  • Security Roles
  • Edit drop down lists, Urgency/SLAs, Service Categories, Cost Types, Asset types and Email templates