Whitepaper — When Growth Exposes the Cracks Read report

From bill of material to the service call, one thread.

ChannelSnap Manufacturing & Field Service Edition streamlines all of your service and manufacturing processes in one easy-to-use platform. Boost your success by always making the right decisions at the right time.

Shop floor · live Example data

WO-1042 · Control panel assembly · 40 units

312units built this week
  • Steel enclosure · consumed38 / 40
  • Control board · consumed31 / 40
  • Wiring harness · consumed24 / 40
Work order progressCosted as it happens
  1. ReleasedWO-1042
  2. Components picked3 of 3 lines
  3. Built40 units
  4. ShippedJob costed
Actual unit cost · $42.18 2.1% under standard
  • Know your true unit cost

    Materials, labour and overhead captured against every work order, so you price on actual cost rather than a guess.

  • Builds you can finish

    Component availability checked before you release a build, with shortages flagged while there is still time to expedite.

  • Service with the full story

    Technicians dispatched with the job history, the parts required and van stock accounted for.

Master inventory, manufacturing & field service.

ChannelSnap gives your team the tools and insights to collaborate efficiently, make informed decisions and drive business growth, with CRM, quoting, purchasing, inventory, finance and manufacturing in one system.

  • Access from anywhere

    Use ChannelSnap at any time, from any web browser.

  • Field service and scheduling

    Schedule customer service calls and remote technician tasks, with the job history and the parts required in view.

  • Inventory management

    Detailed inventory tracking, and movement of items between inventories.

  • MRP

    Assess the impact on inventory before you begin manufacturing.

  • Workflow optimisation

    ChannelSnap can be customised to match your company’s unique workflows and data requirements.

  • Connect your eCommerce

    Sync inventory and products with Shopify and pull new orders straight into ChannelSnap.

  • Bills of materials, production and routings

    Multi-level BOMs with versioning, substitutes and scrap factors, plus the operations that build them.

  • Work orders and production scheduling

    Release work against demand or forecast, see capacity, and give sales a promise date grounded in reality.

  • Job costing as it happens

    Materials, labour and overhead captured against the work order, giving actual cost against standard.

  • Component availability and shortages

    Know before you release a build whether you can finish it, and what to expedite if not.

  • Mobile for technicians

    Technicians receive and complete service calls on their phone, schedule follow-ups and record the parts they use.

  • Service contracts and warranty

    Track entitlement, renewals and warranty claims against the serial number you shipped.

Field service, production and sub-contractors, working as one.

From the first quote to the factory floor to the service call, every job is tracked on one record, so cost, status and history are always in view.

Field service

Schedule, dispatch and close every service call

ChannelSnap is built to streamline field service, off-site installations and manufacturing. From intuitive, drag-and-drop scheduling of technicians to mobile data collection and service call completion, it optimises every step to boost your productivity.

  • Drag-and-drop scheduling calendar
  • Service and installation calendars
  • Mobile app for technicians
  • Google Maps integration
  • Customer signatures on mobile
  • Site surveys
  • Preventative maintenance forms

Production

From the first quote to the factory floor

With the integrated MRP (Material Requirements Planning) module, you can monitor costs and track the status of materials and jobs, from the initial quote to final production on the factory floor. Details flow through automatically, and barcodes record each production stage.

  1. Quote
  2. Production stages
  3. Scanned in and out
  4. Delivery
  5. Installation

Sub-contractors

Bring your sub-contractors into the system

Give the people who work on your behalf their own view of the job.

Sub-contractor portal

Sub-contractors view the service calls assigned to them and keep their own profile up to date.

Sub-contractor pricing

Set the prices sub-contractors pay for the items and services they consume on your behalf.

Certifications

Make sure sub-contractors are up to date with their certifications, such as WHMIS.

Where it hurts

You already know what is not working.

These are the four things manufacturing businesses raise on almost every first call. If two of them are yours, the rest of this page is worth reading.

  1. 01

    Bills of material maintained in a spreadsheet that drifts from reality.

  2. 02

    Work orders that do not consume components until someone remembers.

  3. 03

    True cost per unit unknown, so pricing is a margin guess.

  4. 04

    Field technicians scheduled by phone with no parts visibility.

Everything in the Manufacturing & Field Service Edition.

The complete list, grouped by where you will use it.

Dashboard

  • Notifications and upcoming calendar events your whole team can see
  • Service and preventative maintenance calls at a glance
  • Quotation status and your sales pipeline
  • Staff and field technician performance, including call status and travel time
  • Production and manufacturing at a glance
  • Customisable to suit how you work

Integrations

  • QuickBooks Online
  • SuccessByEmail for email marketing and automation
  • Google Maps to map your deliveries
  • Calendar sync for scheduled events
  • Couriers, including Canada Post, UPS and FedEx through ShipStation

Purchasing

  • Create and manage POs
  • Supplier lead times tracked
  • Track and communicate with your producers and suppliers
  • Detailed PO status and backorder reporting
  • Multi-currency support
  • Open POs (items not yet received) tracked alongside every other status
  • POs created directly from sales orders
  • Supplier surcharges and freight managed on every order

Supplier management

  • Full producer and supplier management
  • Associated products and purchase orders for each supplier
  • Supplier lead time history and PO status
  • Supplier documents and communication notes linked to the record
  • Support for multiple supplier locations and warehouses
  • Detailed product, price and fulfilment history for each supplier

Inventory

  • Multiple inventories and warehouses
  • Transfers between inventories
  • Detailed tracking of inventory and its movement between locations
  • Barcode scanning with a smartphone
  • Reporting on inventory quantities and reorder points
  • First-in, first-out (FIFO) costing, so you see the true cost and profit of every order
  • An inventory log showing exactly how each value came to be
  • Inventory consumption linked to the accounting general ledger
  • Backorder tracking
  • Support for negative inventory
  • Inventory reserved for customers
  • Inventory count sheets, with values adjusted as you go
  • A parts requisition process that tracks requested parts and inventory

Product and SKU management

  • Products, categories and their details
  • Make-to-stock and mixed cases, built as bundles from existing inventory
  • Parent and child product relationships
  • Accounting integration to the general ledger
  • Case lot management
  • Product category management
  • Retail and trade pricing
  • Reorder points and alerts
  • Detailed product inventory reports
  • Inventory quantity adjustments
  • Item backorder management
  • Price list creation
  • Bundled items
  • Equivalent items that can be substituted
  • Price protection validation, so you always get your contract pricing

Customer management and marketing

  • Detailed customer relationship management
  • Flexible contract and special pricing
  • Inventory reserved for customers
  • Purchasing rules based on terms, AR status and more
  • Customer signatures stored for use on documents
  • Competitor tracking
  • Customer purchase history and analysis
  • Aged receivables, sales and payments for each customer
  • Commission management
  • Prospects converted into customers
  • Customer segmentation and grouping
  • Targeted, measurable emails to customers and segments
  • Cold-calling efforts tracked for potential customers
  • Customer sales opportunities tracked
  • Quotes, sales and history for any customer
  • Customer equipment and service history

Field service management

  • An easy drag-and-drop visual scheduling calendar
  • Multiple scheduling calendars, including service calls and installations
  • Your service fleet and technicians defined
  • A mobile app for technicians to receive and complete service calls, schedule follow-ups and record the parts used
  • Integration with Google Maps
  • Technician call status, driving time between calls and more tracked
  • Customer signatures collected on a mobile phone
  • Site surveys conducted and recorded
  • On-site preventative maintenance forms completed on a mobile device

Quotes and sales orders

  • Easy, rule-based order and quote creation
  • Individual orders and sales requests
  • Pricing calculated automatically from preset options with a price configurator
  • Picking from multiple warehouses
  • Website orders captured straight into ChannelSnap from Shopify
  • Detailed customer quotes, converted into orders
  • Automatic reminders when quotes are not opened or acknowledged
  • Multiple bill-to and ship-to locations
  • Order status updated so you know when an order can be billed
  • A quotation and sales order pipeline

Sub-contractor management

  • A sub-contractor portal to view assigned service calls and update their profile
  • Sub-contractor pricing for the items and services they consume on your behalf
  • Sub-contractor certifications kept up to date, such as WHMIS

Production and manufacturing management

  • MRP (Material Requirements Planning)
  • Details flow through automatically from the quote stage to production
  • Production stages defined, with time in each station recorded by time and user stamps
  • Barcodes scanned to record production details and stages
  • Project completion tracked, with delivery and installation scheduled
  • BOM (bill of materials) reports and inventory integration

Delivery and fulfilment

  • A driver app that works on any smartphone
  • Each day’s items to pick up for delivery
  • Customer delivery tracking
  • Delivery signatures and proof of delivery
  • No paper required
  • Driver and warehouse pick lists organised by product
  • Packing and delivery slips created automatically
  • Couriers, including Canada Post, UPS and FedEx through ShipStation

Sales rep management

  • Rep commissions calculated and reported
  • A personal dashboard with events and notes
  • Customer account visibility, including aged receivables, so funds get collected
  • Reps create sales orders and admins approve them for pre-picking, with no re-keying
  • Customer prospecting

Users and reporting

  • Unlimited users, with dual roles and tailored functionality
  • Custom reporting
  • Multi-company support

Accounting and HR

  • Full integration with QuickBooks Online
  • Data integrity checks and reporting between ChannelSnap and QuickBooks
  • Orders and credit memos synced automatically

eCommerce, point of sale and API

  • Full integration with Shopify
  • Inventory, pricing and product details synced to Shopify
  • Shopify orders synced with ChannelSnap
  • A built-in POS system to sell your goods at retail
  • A full API to integrate third-party applications

Reporting, AI and automation

  • Daily, monthly and yearly sales reports
  • Customer sales reports
  • Accounts receivable reports
  • Detailed product sales reports
  • Inventory alert, adjustment, value, in and out, and transfer reports
  • Stock on hand for all warehouses
  • Supplier reports
  • PO and product lead time reports
  • Technician efficiency reports
  • Parts usage reports
  • Service type and reason reports
  • Service call volume reports
  • Cold-calling reports

General advantages

  • ChannelSnap and QuickBooks Online from any web browser
  • Easy to use
  • Responsive technical support
  • Mobile-optimised for delivery and sales staff
  • Export any data or report to Excel
  • Customisable to your business

Transparency and support

  • Every transaction and action logged by user, date and detail
  • Inventory in and out logs
  • You are never alone: knowledgeable customer service reps answer any question about ChannelSnap

Manufacturing questions.

Does ChannelSnap support multi-level bills of material?

Yes, with versioning, substitute components and scrap factors. Sub-assemblies can be built to stock or consumed directly in a parent build, and costs roll up either way.

Can we track field service and van stock?

Technicians can be scheduled with the parts a job requires, and vehicles can be treated as inventory locations so van stock is counted, replenished and costed like any other location.

How is job cost calculated?

Materials are costed at landed cost as they are consumed, labour is captured against operations, and overhead is applied by the rule you configure. Actual cost is reported against standard so variances are visible while the job is still open.

Manufacturing & Field Service

Talk to someone who
speaks your trade.

Our consultants have implemented this configuration repeatedly. The call is short, technical and honest about fit.

  • 60 minutes, run by an implementation consultant
  • Your data and your workflows, not a demo company
  • Straight answer on fit, cost and timeline