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Services & Work Order Software

The seamless transfer of customers from sales to service delivery is critical to the success of any business. As delegate, exhibitor, sponsor, and customer eyes are all watching; the event manager must meet or exceed customer expectations. Utilizing disconnected sales and operational systems create significant barriers to efficiency and collaboration between and within different departments and help fuel the mentality of responding to problems with “That is the other department’s responsibility.”

Integrating Sales, Event Operations, and Accounting.

On the opposite end of the spectrum, the integration of departments into an integrated event management software solution removes artificial barriers between departments, increases transparency, and promotes accountability and collaboration both within as well as between departments, even between sales and operations. This overall team view and increased collaboration is often seen as the backbone of how the most successful organizations transfer their customers from sales to service delivery. A seamless transition into the final accounting and settlement reinforces the customer expectations. Over the past 20 years, USI has built a track record of designing and implementing this type of integration between sales, event operations, and accounting departments for over 25,000 event professionals in 30 countries on all six major continents.

Features & Benefits of Service & Work Order Management

• Advanced Pricing Strategies - Including packaging, tiered pricing, and preferred customer pricing provide your sales teams the tools they need to win business in extremely competitive situations.
• Order Notes & Folders – Provide streamlined handoff of information so your entire team knows exactly what the customer was envisioning during the sales process. This transfer of information from sales to operations to accounting is crucial to meeting or exceeding customer expectation. When used as designed, our software allows USI customers often see increases in customer service levels and satisfaction.
• Automated Work Orders – Coordinating who needs to deliver which services occurs automatically within an integrated system removing the need to print phone book size event resumes for every department, which in turn moves your organization closer to a paperless environment. Service delivery departments and contractors receive only the information they need to know without all the clutter that can cause items to be overlooked.
• Capturing Actual Delivery – Service orders always seem to change last minute. Empowering operations to add additional quantities or even new items to orders as they deliver them ensures that you have the most accurate information and what was actually provided to the customer.
• Invoicing Integration– The information captured by operations during the service delivery process is automatically transferred to accounting for invoicing and final settlement along with the original sales notes and any added by operations.
• General Accounting Integration – When you issue invoices, USI’s software can automatically create and automatically post journal entries to your general ledger. During the entire process, no time is wasted re-entering any information and financial analysis becomes available by order, customer, event type, location, and many other customizable options to meet the most advanced reporting and analysis needs.

Need more information?

For a detailed brochure about any Ungerboeck software products, please contact us at one of the USI Offices worldwide.