management by exception for service, construction, facilities + more

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Greetings From Freetime Island Brought to you by Rules-Based Management
Is taking time off this summer only a dream?

Rules-Based Management – the technology behind SAM Pro Enterprise – makes it possible for you to get out of the office and let the business run itself. Rules-Based Management allows you to establish a set of rules that SAM Pro Enterprise automatically enforces at the first sign of a potential problem.

For example, if a service call comes in but isn't acknowledged by a tech within an hour, the call then escalates and your dispatcher is notified. Or do you have a customer that requires extra attention? Rules-Based Mangement can be tailored to the needs of each individual customer.

By raising flags and addressing issues early, Rules-Based Management allows you to only spend time on problematic work orders. This type of management by exception saves money and time. So you'll not only be able to afford an island getaway, you'll also have time to enjoy it.

What Can Management by Exception Can Do for Your Business?
  • Run more efficiently: automate day-to-day tasks that currently require personnel, eliminating the need for additional staff
  • Bring automation to your business: spend less time "babysitting" work orders and more time on mission-critical up-selling or cross-selling opportunities
  • Great potential to improve the bottom line: Implementing an environment where technology increases business efficiency can substantially improve the bottom line
  • Field tested: service, construction and facilities businesses have already found RBM to be a vital tool and have sung its praises
management by exception

Rules-Based Management in Action

Click Here to see Rules-Based Management in ActionThe following video is a 2-minute overview of Rules-Based Management handling an example scenario for work order management by exception. In it, you'll discover how Rules-Based Management keeps projects on track from the opening of a work order through the billing process.

So sit back and view an sample scenario of Rules-Based Management at work. (The movie requires the Flash Plug-in. Also, be patient: depending on your connection, the movie may take a few moments to load – 333 KB.)
What our customers are saying about Rules-Based Management:
"We saw that Escalation Manager [with the underlying Rules-Based Management technology] would allow us to eliminate manual processes and proactively manage our operations.... A plus was the ability to automatically keep our customers updated on the status of their work orders"
– Tom Winstel, president; Engineering Excellence, Inc.


"We know that scheduling over 250 multitrade technicians - all while simultaneously executing preventative maintenance programs, installation projects and service calls over a wide scope of equipment applications - requires the best in infrastructure management tools. SAM Pro Enterprise is fundamentally designed to facilitate this challenge. Plus, the ability to have a system that flags problems was a key factor in our decision to go with SAM Pro."
– Pierre Guilbault, national sales manager; Carmichael Ltd.
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