Features included and not included in AyaNovaLite

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Features included and not included in AyaNovaLite

 

Features of AyaNova Lite:

 

AyaNova Lite is a great, very affordable program providing the following features:

 

Single computer only - AyaNova Lite can only be installed on a single computer. It can not be networked.

 

Single user scheduling only - Only one person can be scheduled in AyaNova Lite. Use the graphical Schedule screen to quickly see at a glance when scheduled for what client.

 

Localization - Edit the labels in AyaNova Lite to display how YOU want them to.

 

Service Workorders - Enter in as much or as little details about the service needed and performed, including parts as well as labor.

 

Follow Ups - create reminders to yourself that display on the Schedule screen

 

Clients - Enter details about your clients and be able to view service history easily

 

Printing - Print out dispatch reports of what you need to do, print out client history, print out billable hours, print out which clients have not been invoiced, and more.

 

Search - Use the Search Database feature to quickly look up any previously entered information.

 

Report Templates - Customize all sample report templates that come with AyaNova Lite or use as is. And also create your own report templates too!

 

Optional add-ons and plugins - Interface with QuickBooks or Peachtree. Import and export clients and/or parts. Export your schedule to Outlook.

 

Additional customizations - Edit and create your own Workorder Categories, Statuses, Priorities, and more.

 

 

 

Features of the full AyaNova that are not included in AyaNovaLite:

 

Whereas the full AyaNova program is a lot more robust, is networkable, more than one user can be scheduled, and has many many more features to make your service organization efficient and effective!

 

We have linked below to further details about each feature in the AyaNova 7 Help file. Also too, you can always upgrade to the full version of AyaNova at anytime to take advantage of the features listed below.

 

 

 

Multiple Users - AyaNovaLite is a single user version of AyaNova and can only be used for one schedulable user.

 

Log in security - As AyaNovaLite is for a single user on a single computer, there is no log in security. Security groups dictate the AyaNova features a user has access to, and what what level of access they will have.

 

Networking - AyaNovaLite can not be used on a network. With the full AyaNova, you can have multiple networked users view and edit data at the same time.

 

Remote Access - AyaNovaLite can not be used remotely. With the full AyaNova, remote users can run the full AyaNova program, and/or use the optional add-on WBI (web browser interface) and/or use the optional add-on MBI (mobile browser interface) or connect remotely through the AyaNova Data Portal connection

 

Signature capture - signature from your client can be captured via WBI and MBI, as well as display the signature on reports in the full AyaNova

 

Notification Subscriptions for Users - With the full AyaNova, users can be notified via internal AyaNova memo, internal popups, external email or pager, of events that occur such as when a workorder status changes, when a workorder is overdue, when a contract is about to expire, when a new workorder is scheduled, when a customer requests service via WBI, when a schedule marker is imminent or newly created, when banked service is depleted, when a unit is due back from an outside service or past due, when a part request has been received.

 

Notification Subscriptions for Clients - With the full AyaNova, clients can be notified via email when a certain service workorder event occurs such as when a client service request has been accepted or rejected; when a new workorder for that client has been created; when workorder status of a workorder has changed; when a workorder has been closed; or receive a follow up email a set number of days after the workorder has been closed.

 

Regions - With the full AyaNova, you can use Regions to restrict access to data based on the region assigned to. By "data", we mean clients, service workorders, quotes, preventive maintenance, schedules, client service requests (CSR's), contracts, loan items, projects, and part inventory in regionalized part warehouses.

 

Custom Fields - With the full AyaNova, you can add up to 10 additional fields for entry screens of the following AyaNova objects - Client entry screen, Contract entry screen, Head Office entry screen, Part entry screen, Purchase Order entry screen, Loan Item entry screen, Unit entry screen, Unit Model entry screen,

Vendor entry screen, Workorder Item screen (displays within service workorder, quote and pm)

 

Units - Units would be any thing owned by a client that you may wish to schedule and track service history for that you can specifically select for in a service workorder or PM or quote.

 

Unit Meter Reading - The Unit Meter reading in the full AyaNova allows you to maintain a history of meter readings for a unit. A meter reading generally comes from a device or readout attached to equipment that indicates it's duty cycle such as hours or miles or counts.  This can be useful if you charge based on meter readings, or be able to recommended additional products and services to the client based on its meter readings.

 

Loan Items - Loan Items in AyaNova are intended for tracking equipment that you might loan out or rent to clients. For example you might rent or loan equipment to a client while their equipment is being repaired. Loan Items are selected within a service workorder item so you can track along with your service.

 

Full Inventory - Good inventory control is essential to properly running a business. AyaNova makes inventory control easy for you to track, print out reports and always be aware of your stock levels. AyaNova includes full inventory features - purchase orders, purchase order receipts, inventory adjustments, on hand, serial numbers, part requests, part warehouses and more.

 

Wiki - The full AyaNova includes the knowlegebase feature that allows AyaNova users to freely create and edit documentation for an AyaNova "object" (be it globally, a purchase order, a service workorder, etc) that supports hyperlinks, can embed images,  allows the user to attach documents and files that are accessible by all users, and is searchable via the Search Database feature.

 

Documents - links to external (outside AyaNova) files and resources that AyaNova objects (i.e. service workorder, clients, etc) can be associated with.

 

Customer Service Requests - with the full AyaNova, customers can request service using the optional add-on WBI and you can accept, automatically generating a service workorder for the request; or reject; or accept to an existing service workorder.

 

Contracts - In your service you may have customers that receive special service rates, and travel rates, as well as a special discount on parts. Rather than having to try to remember when billing out labor, travel, and parts, you can assign these contracts to the head office or to individual clients; and the workorders where these clients are selected will automatically remind you by either allowing these special contract rates in selection lists, or restricting to only the special contract rates in selection lists, and automatically entering the discount to be set to parts when used in service.

 

Banked Service - If you have customers that prepay you for service, use the Banked Service feature to track what has been pre-paid and what has been applied against from service workorders for this client (or unit or head office)

 

Merger - This utility allows you to "merge" clients - transfer workorders, quotes, etc from one client to another.

 

Memos - The memo feature in AyaNova is used to communicate between users of AyaNova.

 

Preventive Maintenance - The primary goal of preventative maintenance is to prevent the failure of equipment before it actually occurs - in AyaNova it is a feature used to schedule recurring service automatically so you do not forget.

 

Quotes - Create quotes in AyaNova for work that may be performed and parts that may be used. Track creation of the quote, submission to the client of the quote and acceptance of the quote. Generate a workorder from the quote without have to re-enter everything  and maintain a history of your quotes as well as the actual service performed.

 

Service Workorder Templates - Service workorder templates allow you to pre-enter or pre-select common information for a new service workorder entry screen. Service workorder templates are a great time saver. AyaNova also provides Preventive Maintenance Templates and Quote Templates.

 

Service Workorder - the Service Workorder entry screen in the full AyaNova provides many more features to help you manage your service.

 

Service Workorder with multiple workorder items - The AyaNova service workorder entry screen provides the ability to enter multiple workorder items, for those workorders that include multiple service for possibly multiple units.

 

Unit selection - with each workorder item, you can select a specific unit "owned" by the client of that workorder that is being serviced.

 

Each workorder item can have multiple Scheduled users - with AyaNova, you can schedule multiple technicians for the same service.

 

Use Tasks to identify common tasks to follow for service maintenance, thereby saving having to type in repetitive tasks, as well as a reminder of common repetitive tasks.

 

Each workorder item can have multiple Labor records - with AyaNova, you can enter in multiple labor records which is useful if service spans different days, or performed by different techs.

 

The Labor subsection of a workorder item can be applied against banked service that the client has pre-paid for.

 

The Travel subsection of a workorder item is where you can identify details of travel provided such as charges, as well as apply against banked service that the client has pre-paid for.

 

In the Part subsection of a workorder item, you can create Part requests when a quantity of a part is not in stock, so that purchasing knows what is needed to order.

 

Loans subsection of a workorder item is where you would identify loan items provided with this workorder item, identify loan out date, loan return ETA data, and actual return date, and identify any loan charges – using either the Rate quantity and Rate, or manually entering in an amount in the Charges field

 

Expenses of a workorder item identifies additional expenses incurred for this workorder item that would not be parts or service

 

Outside Service of a workorder item identifies and track information regarding units sent out for repair such as RMA number, related dates, who shipped to and via, and possible charges

 

Additional custom fields that could be text, date, currency or true/false format fields for workorder item can be set.

 

Workorder items can be moved to a different workorder or copied to a different workorder  which is useful if you need to do so without having to re-enter in all of the data.

 

A unit can be generated from a part in a workorder - saving you entry time.