Organizer is a simple, ready to use HVAC service management software used by Air-conditioned dealers to manage Service contracts, complaints, Invoice, Payment etc.
It comes in various edition namely Basic, Standard, Enterprise and Custom to suit needs of individuals, small & medium business and corporates. With Organizer you can choose to store data on your pc/server or cloud, in both case you just pay monthly rental. Organizer is available for free trial hence we would recommend you to experience the product first hand.
|
Organizer reports give you brief description of reports and its content. So even before trying Organizer you can get better idea of reports that can be generated from the system. |
|
Organizer Reports
Stock register
You can view stock register along with stock details like Order No., Order Date, Received Date, Parent Company, Model, Serial No., Parent Company Invoice No., Parent Company Invoice Date and Rate.
Which can be sorted or filtered by Order date, Received date, Parent company and Model.
You can filter this report for any period like today, this week, this month, this year or custom date.
This reports can also be exported to excel.
Invoice register item wise
You can view item wise invoice register along with details like Bill No, Bill Date, Billing Name, Parent Company, Product Name, Capacity, Rate, Quantity and Amount.
Which can be sorted or filtered by Bill Date, Billing Name, Parent company, Product name and capacity.
You can filter this report for any period like today, this week, this month, this year or custom date.
This reports can also be exported to excel.
Invoice register
You can view invoice register along with invoice details like Bill No., Bill Date, Billing Name, Billing Address, Gross Amount, Tax Amount and Net Amount.
Which can be sorted or filtered by Bill date and Billing name.v
You can filter this report for any period like today, this week, this month, this year or custom date.
This reports can also be exported to excel.
Tax register
You can view tax register along with tax details like Bill No., Bill date, Tax Name, Taxable Amount, Percentage and Amount.
Which can be sorted or filtered by Bill date and Tax name.
You can filter this report for any period like today, this week, this month, this year or custom date.
This reports can also be exported to excel.
Customer outstanding bill wise
You can view bill wise customer outstanding along with details like Billing Name, Billing Address, Bill Date, Bill No., Billed Amount, Paid Amount and Balance Amount.
Which can be sorted or filtered by Billing name and Bill date.
You can filter this report for any period like today, this week, this month, this year or custom date.
This reports can also be exported to excel.
Customer outstanding list
You can view customer outstanding list along with details like Customer Name, Billing Name, Billing Address, Billed Amount, Paid Amount and Balance Amount.
Which can be sorted or filtered by Customer name.
You can filter this report for any period like today, this week, this month, this year or custom date.
This reports can also be exported to excel.
Customer payment done list
You can view customer payment done list along with payment details like Customer Name, Customer Address, Bill Date, Bill No., Payment type, Cheque No., Cheque Date, Bank Name, Paid Amount and Payment date.
Which can be sorted or filtered by Customer name, Payment type and Payment date.
You can filter this report for any period like today, this week, this month, this year or custom date.
This reports can also be exported to excel.
Parent company payment details
You can view parent company payment along with details like Company Name, Order No., Order Date, Billing Name, Billing Address, Amount Billed, Amount Paid and Amount Balance.
Which can be sorted or filtered by Company name.
You can filter this report for any period like today, this week, this month, this year or custom date.
This reports can also be exported to excel.
Monthly installation report
You can view monthly installation report along with installation details like Customer Name, Address, Telephone No., Brand, Model, Serial No., Capacity, Parent Company Invoice No., Parent Company Invoice Date and Installation Date.
Which can be sorted or filtered by Customer name, Brand, Model, Capacity, Parent company and Installation date.
You can filter this report for any period like today, this week, this month, this year or custom date.
This reports can also be exported to excel.
Service pending list
You can view service pending list along with details like Card No., Customer Name, Address, Telephone No., Region, Service Date, Brand, Model, Capacity, Serial No., Assign to.
Which can be sorted or filtered by Customer name, Region, Service date, Brand, Model, Capacity and Assign to.
You can filter this report for any period like today, this week, this month, this year or custom date.
This reports can also be exported to excel.
Complaint register
You can view complaint register along with complaint details like Complaint Date, Card No., Customer Name, Address, Telephone No., Complaint details, Assign Date, Assign to, Solved date, Solved by and Solved Remarks.
Which can be sorted or filtered by Complaint date, Card No., Customer name, Region, Assign date, Assign to, Solved by and solved date.
You can filter this report for any period like today, this week, this month, this year or custom date.
This reports can also be exported to excel.
Card history
You can view card history along with card details like Card No., Warranty Type, AMC Date, AMC Expiry Date, Region, Customer Name, Address, Telephone No., E-mail ID, Brand, Model, Capacity, Serial No., Installed At, Card Note, Bill No., Bill Date, PO No., PO Date, DC No., DC Date, Parent Invoice Date, Parent Invoice No. and Installation Date.
Which can be sorted or filtered by Customer name, Warranty type, AMC expiry date, Region, Brand, Model, Capacity and Installation date.
You can filter this report for any period like today, this week, this month, this year or custom date.
This reports can also be exported to excel.
Call slip
You can view call slip along with details like Customer Name, Telephone No., Address, Complaint Date, Engineer name, Card No., Complaint No., Complaint Type and Complaint details.
Which can be filtered by Engineer name and Date.
This call slip can be exported to pdf or word.
 Call slip
Invoice
You can view invoice along with details like Customer name, Address, Invoice No., Invoice Date, Product description, Tax details and Terms and Conditions.
Which can be filtered by Date and Customer name.
This invoice can be exported to pdf or word.
Invoice
Delivery challan
You can view delivery challan along with details like Customer Name, Address, Delivery Challan No., Delivery Challan Date and Product description.
Which can be filtered by Date and Customer name.
This delivery challan can be exported to pdf or word.
Delivery challan
Installation report
You can view installation report along with details like Customer Name, Address, Invoice No., Model, Serial No., Brand, Installation Date and Card No.
Which can be filtered by Date and Customer Name,
This installation report can be exported to pdf or word.
Installation report
|
|
|
|
|
