MotorBase
Features
MotorBase:
not just for motors.
From small family-owned businesses to large corporations, MotorBase provides everything you need to effectively manage an apparatus sales and service operation.
Increase
efficiency
Boost efficiency with powerful, value-added features that enhance every area of your business—from production control to accounting. The time you save with MotorBase can be reinvested where it matters most. Its Division and Department capabilities support any setup, whether you operate a single location or manage multiple branches and business units. For organizations with multiple locations or business entities, each can function independently while sharing select data such as customers or inventory. Corporate-level managers can access detailed information across all units and generate comprehensive, organization-wide reports.
Business Intelligence for intelligent business
MotorBase delivers the visibility to recognize your strengths and pinpoint opportunities for improvement. Real-time data flows seamlessly across the integrated applications within the Spring Point Suite, ensuring your entire team stays aligned and informed.
Repair Job Management
MotorBase puts you in full control of every repair job—from quoting to invoicing. With comprehensive job tracking and costing capabilities, you can easily identify your most profitable areas and direct your efforts where they have the greatest impact. Instantly access real-time views of:
- Detailed job status
- Nameplate details for motors, hoists, brakes, clutches, pumps, and more
- Task performed for every job
- Material usage tracked per job
- Assigned technicians per job
- Notes from technicians and managers covering all aspects of the job
- Unlimited photo attachments (e.g., before/after shots)
- Scheduled activities linked to each job
- Full equipment history, including prior service records
- Customer-specific requirements
-
Jobs can be entered through either MotorBase or QM Wizard, and are instantly accessible in:
- CRM
- Customer Web Portal
- Job Tracker
- Mobile Paperwork
- Time Clock
- Dashboard - Updates automatically sync across all integrated applications
- Task completion within QM Wizard can trigger real-time job status updates
Equipment
Sales / Distribution
- Full visibility into all inventory stock items
- MotorBase clearly distinguishes between items available for sale and those already sold or allocated, even if still physically on the shelf
- Alternate Product options provide quick suggestions for different price points or out-of-stock situations
- Customer-specific pricing tailored 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
- 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 seamlessly integrates the entire accounting process, streamlining financial operations. Automation minimizes manual data entry, enabling CFOs, accountants, and bookkeepers to concentrate on analyzing financial data and driving 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.
Access financial charts and graphs directly from the Dashboard—an ideal tool to kick off your Monday morning staff meetings with clear insights and data-driven discussion.
Inventory Control
- MotorBase inventory control offers robust real-time management capabilities
- Advanced search functionality allows queries across 20+ fields, including Vendor Number, Manufacturer Number, Manufacturer, Warehouse, Product Line, Model Number, UPC Code, and custom fields like HP, RPM, and Frame
- Assign General Ledger accounts for Sales, Inventory, and Cost of Sales by Item Category, Class, or individually
- Apply various pricing methods, including Markup from Standard Cost, Margin Percentage, or List Price Multiplier
- Define Warehouse, Product Line, and Multiplier Group per item
- Designate inventory items as components of Assembly Kits
- Define customized fields for analysis and search purposes
- Set up Alternate Products for quoting and purchasing flexibility
- Barcoding capability
- Attach photos or supporting documents to inventory records
- Special order items follow a separate process to avoid cluttering the inventory database
- Upload vendor e-catalogs for extended searches within the MotorBase "sub-inventory"
- 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 provide instant access to key information with the ability to drill down for deeper insights. Some of the available “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
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
-
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
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!
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is Making Yours Better
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