MotorBase

Features

MotorBase:
not just for motors.

From “mom & pop” to Mega-Corp, MotorBase is everything you need to manage an apparatus sales & service business.

Increase
efficiency

Increase efficiency with value-added features for every aspect of your business from production control to accounting. Time saved using MotorBase is time invested elsewhere. Division and Department features support any arrangement of single or multiple locations and business operations. For multi-location or multi-business companies, each entity can operate independently with ability to share designated information (customers, inventory, etc.). Corporate level managers can access all lower level company information or run consolidated, corporation-wide reports. 

Business Intelligence for intelligent business

MotorBase provides the insight to see what you do well and will help identify areas for improvement. Real-time information is shared across the integrated data apps in the Spring Point Suite to keep your team on the same page.

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Repair Job Management

MotorBase gives you complete control over all repair jobs from quoting to invoicing. Full job tracking and job costing functionality gives you the ability to identify your most profitable areas so you can focus energy where it matters most. In real-time, you can view:

  • Detailed job status
  • Nameplate information for any motor, hoist, brake clutch, pump, etc.
  • Tasks performed on any job
  • Materials assigned to any job
  • Technicians working on any job
  • Technician or general manager’s notes about any facet of the job
  • Unlimited photos (e.g., before / after photos) attached to each job
  • Scheduled activities for every job
  • Complete equipment history including past work
  • Customer specific requirements
Motorbase Job Details
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  • Jobs can be entered via MotorBase or QM Wizard. A job entered in either app is immediately visible in:
    - CRM
    - Customer Web Portal
    - Job Tracker
    - Mobile Paperwork
    - Time Clock
    - Dashboard
  • Updates are shown across the integrated data app spectrum
  • Individual tasks completed in QM Wizard can update Job Status

Equipment
Sales / Distribution

  • Visibility on all stock items.
  • MotorBase differentiates between items actually available for sale as opposed to items already sold or allocated elsewhere even if those sold items are still on the shelf.
  • Alternate Product designation gives a ready reference to offer products to customers at different price points or when the primary product is out of stock.
  • Customer-specific pricing by inventory category.

Quoting

  • Detailed quotes for both new equipment sales and job repairs
  • Build time-saving templates
  • Use templated labor schedules
  • Quote repair options
  • Quote alternate or “replace-with-new” products
  • Generate Vendor RFQs and POs from within the quoting section
  • Comprehensive quote comparisons to help determine pricing for current and future quotes
Motorbase Quote Feature
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  • Use QM Wizard inspection forms as basis for quotes
  • View and update quotes in CRM
  • Customers can access quotes in the Customer Web Portal

Accounting
Integration

MotorBase integrates the entire accounting process to streamline accounting functions. Automation reduces data entry time allowing CFOs, accountants, and bookkeepers to focus on the meaning of the numbers and how to increase profitability. 

  • Summary and detailed financial reports
  • General Ledger
  • Banking, EFT, Credit Cards
  • AR/AP
  • Payroll
  • Federal, State/Provincial, and local taxes
  • Budget screens

Transactions are automatically linked and accessible via hyperlinks for easy access.

  • Convert Sales Quotes to Vendor RFQs, Sales Orders, or Repair Orders
  • Convert Sales Orders to Customer Invoices, existing Customer Invoices, and even Purchase Orders
  • Convert Vendor RFQs to Purchase Orders
  • Convert Purchase Orders to Vendor Invoices and Vendor RMAs
  • Convert a Job record to an Estimate, Repair Quote, or Vendor RFQ
  • Convert Repair Order to a Purchase Order, Customer RMA, Progress Invoice, existing Repair Invoice, or Repair Invoice

Each quote, job, order, invoice, etc. includes hyperlinks from their respective converted process.

Spring Point Suite Dashboard
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View financial charts and graphs on the Dashboard. The perfect tool for your Monday morning staff meeting.

Inventory Control

  • MotorBase inventory control functions give you real-time management capability.
  • In-depth search functionality to query the Inventory for over 20 different fields including Vendor Number, Manufacturer Number, Manufacturer, Warehouse, Product Line, Model Number, UPC Code, and customized fields such as HP, RPM, and Frame
  • Assign General Ledger accounts for Sales, Inventory, and Cost of Sales by Item Category and Item Class or individually
  • Assign pricing on different Pricing Methods including Markup from Standard Cost, Percent of Margin, and List Price Multiplier
  • Define Warehouse, Product Line, and Multiplier Group on a per item basis
  • Identify inventory items as part of Assembly kits
  • Define customized fields for analysis and search purposes
  • Assign Alternate Products for quoting and purchasing purposes
  • Barcoding capability
  • Attach photos or other documents to inventory items
  • Separate process for special order items prevents clutter in the inventory database.
  • Upload vendor e-catalogues for extended search in the MotorBase “sub-inventory”.
Motorbase Screen Capture
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  • Integrate inventory and direct purchase / restock process with vendors with Spring Point Web Services.
  • Allow your customers to view inventory items (with or without pricing) and place orders and request quotes through the Customer Web Portal.
  • Technicians can place inventory into jobs and requisition material through the Time Clock.
  • Field Service technicians can sell inventory items on site and issue Sales Receipts via Mobile Paperwork.

“Quick” Screens

“Quick” report screens allow you to see critical at-a-glance information and drill down to gain further insight. A few of the “Quick” screens include:

List of Jobs

  • Option to display Current Jobs, Completed without Invoice, Completed with Invoice, Current and Complete, and Cancelled
  • Displays Job #, Customer, Job Status, Customer PO, Job Date, Priority, Motor #, HP, RPM, Salesperson, and more
  • Can sort by all fields and be filtered by any item within any record
  • Create custom views to provide the info you want to see.

List of Quotes

  • Option to display all Quotes, Open, Accepted, Rejected, On Hold, and Waiting for Approval Quote status
  • Displays Quote #, Customer, Ship To, Status Date, Quote Date, Salesperson, Job #, Motor #, HP, RPM, Accepted, Regular and Overtime, and Invoiced
  • Can sort by all fields and be filtered by any item within any record

Additional screens
with similar functionality include:

  • List of Sales Quotes
  • List of Sales Orders
  • Price Check
  • Quick Invoice History
  • List of Vendor RMAs
  • List of Vendor RFQs
  • Quick Purchase History
  • Quick Inventory Status
Motorbase Job Listings

Capturing
Motor Test Data

For any repair job, MotorBase allows you to capture a complete spectrum of test data, save it with the job, and print it out on well-defined reports. 

Data entered via the integrated data apps populates MotorBase

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  • Create detailed schedules in the Scheduler app.
    - Schedule is available in MotorBase and Time Clock.
  • Technicians access schedules and process time in Time Clock.
    - Labor and labor cost is tracked in MotorBase.
  • Update Quote status in CRM.
    - Status is updated throughout MotorBase and in the Customer Web Portal.
  • Technicians place material into jobs through the Time Clock.
    - Job Lines in MotorBase are updated to include the new items and incurred costs.
    - Inventory and warehouse quantities are adjusted.
  • Material requisitioned by technicians in Time Clock populate order screens in MotorBase to streamline the purchasing process.
  • Tasks are completed in the QM Wizard.
    - Status is updated throughout MotorBase, on the Job Tracker, and in the Customer Web Portal.
  • Pickup & Delivery Slips can be e-signed in Mobile Paperwork.
    - Status is updated throughout MotorBase, on the Job Tracker, and in the Customer Web Portal.
    - The PDF version is attached to the job/order in MotorBase.
  • Status, Location, Photos, and other updates are made in Equipment Manager.
    - Updates show in MotorBase and the Customer Web Portal.
  • Custom reports built in List Manager draw from MotorBase data and can be programmed to run at designated intervals and emailed to specified recipients through Auto Report Generator.

EASA Accreditation

The Accreditation section in MotorBase allows you to track information pertaining to your EASA Accreditation. Additionally you can store information pertaining to other accreditations and certifications such as:

  • ISO Certification
  • Green Motors Verification

Consolidate all information pertaining to your EASA Accreditation including:

  • Auditor contact info
  • Self and official audits
  • Equipment records
  • Employee training
  • Company policies
  • Outsource services
  • Accredited repair jobs
  • Discrepancy and corrective action history
View EASA Accreditation

More great
features in MotorBase

  • True Windows-based software
  • Advanced security
  • Mobile access
  • Real-time status updates
  • No elaborate hardware to purchase
  • No software to install
  • Daily data back-ups
  • Attach photos and files to any job, quote, customer, vendor, inventory item
  • Vending machine interface capability
  • Payroll
  • Tax reporting
  • Barcoding
  • Customizable reports
  • EASA forms
  • Create quotes, POs, orders, & invoices
  • Banking functions
  • Accounts payable & receivable
  • Real-time inventory control
  • Special pricing
  • Job costing
  • Warranty tracking
  • iPad, iPhone, Android, Windows tablet compatible
  • RMA processing (customers & vendors)
  • and so much more!

Our Business
is Making Yours Better

Get a demo of our Software Suite and see how we can help your business​

Request a Demo