CALIBRATION LABORATORIES
Calibration Laboratories need easy differentiation between on-site and in-lab instruments, instrument tracking, an instrument return process and reminders of expiring certificates. They also have a large variety of certificate designs.
Specialized Features and Functionalities
Typical Dashboards and Flow:
- Service Requests/On-site Bookings
- Receiving
- Laboratory
- Certification
- Approvals and Signing
- Job Completion and Invoicing
- Archive and Global Search
- Instrument Database
Add Branches with their own document logos, addresses, accreditation logo and reference,contact persons, etc.
Add Personnel linked to specific branches and departments
Add Customers and contacts
Define Instrument Types with parameters including:
- Applicable Branches- Billing code and description
- Methods/SOPs and Accreditation
- Categories or Tags (Up to 4) for easy grouping on schedules, dashboards and reports
- Billing only
- Default Turnaround Time
- Default Frequency
- Outsourcing
- Standard quotation notes or remarks
Define pricing for each instrument type and service item
Add or import Customer Information
Add or Import Contact Persons
Customer Portal (Customer view their instruments, calibration history and download certificates)
Generate Proforma invoices automatically for registered jobs
Export proforma invoices to external financial systems
Quality checks on quantities and rates between quotations, jobs and invoices
Create and maintain an instrument database by:
- Importing existing certificate/instrument lists
- Added automatically when an unidentified instrument is received/calibrated
Each instrument is assigned a unique reference with a QR Code, which a customer can scan to access the historic records and certificates
Generate Quotations:
- Manually
- Automatically from an already registered job
- Bulk select from the instrument database based on expiry dates
Select between On-Site and In-Lab, or both
Customers receive a link with which they can review and edit frequencies, accept quotations and review booking information
On-site bookings are automatically created as quotations are accepted
Integrated Email and SMS notifications
Enjoy a user friendly, extremely efficient registration process
For manual instrument registration, upload via spreadsheet or record information on a built-in spreadsheet interface
Customizable dashboards that filter per user/calibration officer/metrologist
Due dates are automatically calculated, colour-coded and sortedInstruments are tracked in terms their physical location, calibration status, certification status, and certificate approval/sign status
Arguably the most important question to a Calibration laboratory. Our system offers a variety of options to incorporate and automate both internally and externally generated reports and or certificates.
How are your templates enhanced?
1. Importing customer, instrument and calibration information
2. Importing electronic calibration notes
3. Automating the signing and issuing of signed certificates
4. Making signed and or unsigned certificates downloadable (via QR Code or Customer Portal)
5. Generating download links to externally generated documents
Customized buit-in templates are optional.
Enjoy access to a variety of built-in reports or request new reports to be added at no cost (subject to SLA terms)
Connect to Financial Systems to generate invoices, synchronize customer information and update pricing
Data imports and exports in various formats, including to and from external databases
1D (Linear) and 2D (QR) Barcode scanning
Label Printing with text and or barcodes
Automated notifications (Internal and External)
Electronic and Digital Signatures
Document automation for externally generated reports/certificates
Quotations
Generate quotation using defined tests and bundles and their prices
Define discounts
Process: Draft - Approved - Submitted - Accepted - Closed - Revised
Send email option
Quotation layout to your requirements
Create job directly from quotation
Customer Portal
Allow your customers access to view their own jobs, samples and tests
Submission request form for services or sample testing
Customer can download historical reports
On-Site Services
Define on-site services that you offer
Manage customer requests (accept or reject)
View all open requests on calendar and map views
Create job directly from request
Proforma Invoices
Generate from Job at any status
Proforma layout to your requirements
Email option available
Define discounts
Can be integrated to financial system
