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Pinacia Inc.
5739 Kanan Road, # 349, Agoura Hills, CA 91301
Phone: (818) 396-8550 Fax: (818) 396-3524
EZ Maintenance, Easy CMMS Preventative Maintenance Software
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Invoicing
EZ Maintenance™ for Windows
EZ Maintenance™ is also available as a Windows® program for the user seeking a flat priced maintenance software solution.
 
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EZ Maintenancefor Windows
EZ Maintenance WEB
 
Features
  • Schedule All Maintenance
  • Equipment & Vehicles
  • Full Inventory Control
  • P.O.s, RFBs, Invoices
  • Work Orders, Bar Coding
  • Emergency Work Orders
  • Email Alerts
  • QuickBooks Link
  • Send Work To Vendors
  • Customer/Vendor Tracking
  • Track Customers
  • Maintenance Histories
  • Access Passwords
  • Supervisory Control
  • And Much More!
Contact Information
Pinacia Inc.
5699 Kanan Road, #349
Agoura Hills, CA USA 91301

Phone: (818) 396-8550
Sales Support: ext. 1
Tech Support: ext. 2
Fax: (818) 396-3524
info@pinacia.com

Invoicing

Click Here to see a demonstration video on Sending and Invoice to a Customer.
Click Here to see a demonstration video on Viewing the List of Invoices.
Click Here to see a demonstration video on Closing an Invoice Sent to a Customer.
Click Here to see a demonstration video on Sending a Work Order to a Service Provider.
Click Here to see a demonstration video on Receiving Invoices from Service Providers.


Invoicing in EZM Web

EZ Maintenance Web has features that allow, via the internet, Service Providers to invoice you for work which you have assigned them and allow you to invoice Customers for work which you have performed for them. Here we will demonstrate how this occurs.

Invoicing from Service Providers to Subscribers

The first type of invoicing we will discuss is invoicing from Service Providers to Subscribers. Invoices from Service Providers to Subscribers always originate as a work assignment from to the Service Provider from the Subscriber. To make the work order assignment, first the Subcriber goes into the Maintenance Due section of EZ Maintenance Web:



Then they find a piece of equipment which they have entered into the application, find a work order which they wish to be completed by the outside vendor, and then assign that work order to the vendor:



After the Subscriber has made the work order assignment, the Service Provider can view the work order when they log into EZM Web. They would browse to the Open Work Order section of the program where all of the work orders which are assigned to them are listed:



After completing the work which they have been assigned, the work order is closed and the Service Provider can generate an invoice for that work. The service provider can add their own price markups and discounts to the different items on the invoice as well as any applicable tax amounts, and then pass the invoice onto the main account subscriber for whom they are doing the work.



And once the Service Provider has submitted the invoice to the main account subscriber for whom they are doing the work, then they can also view the invoice as well in the Open Invoices section of the application. If the main account subscriber accepts the charges on the invoice, they can pay the vendor for their work and then close the invoice, which will then go into the list of closed invoices.



Once the invoice is closed, that ends the process of a Service Provider invoicing a main account Subscriber.

Invoicing from Subscribers to Customers

Invoices can also be passed from Subscribers to Customers who enter work requests for the Subscriber to complete. This type of invoicing originates as a request by the Customer for some maintenance to be performed. To do this, the Customer logs into EZM Web and browses to the New Request section of the program where they submit their request for maintenance:



Once the maintenance request has been submitted the Subscriber can log into EZM Web and view the request as well as any other requests from customers:



The Subscriber can then easily create a work order from this request. Once the work has been completed and the work order closed, the subscriber can generate an invoice for the work and add their own price markups and discounts to the different items on the invoice as well as any applicable tax amounts, and then pass the invoice to the customer for whom they are doing the work:



Once the invoice has been submitted to the customer, then it is also available for them to print out for their records. And once the Subscriber closes the invoice, that ends the process of the Subscriber invoicing the Customer for work.

In addition, if a customer requests work that is not performed by the main account Subscriber and is instead assigned to a vendor, the invoice that the Subscriber receives from the Service Provider for the maintenance performed can then be passed on to the Customer who originally requested the maintenance. Both the Service Provider and the Subscriber can add any markups or discounts to any items on the invoice as well as any applicable taxes before they pass the invoice on to the next person.