Technisoft

Service Manager

for Sage 300

Power your service

operations, from field to finance.

One platform. Total control.

Effortless Sage 300 integration.

Smarter service. Faster results.

Stronger growth.

Service Work is Complex —
With The Right Software - it Doesn’t Have to Be!

UNIFIED

Job Costing | field service & maintenance in one system

Since 1987, Technisoft has supported service-based organisations with reliable service and maintenance management software built for Sage 300.

Technisoft Service Manager for Sage 300 helps businesses manage Field Service, Job Costing, Scheduling, Asset Maintenance, Service Level Agreements (SLA’s) Service Reporting, Dashboards and Customer Portal for direct contact with Customers, all in one connected system designed for real-world operations.

Service teams work under constant pressure, new work orders, urgent call-outs, parts tracking, technician scheduling, customer updates, and billing deadlines. With Technisoft Service Manager, everything sits in one platform connected to Sage 300, giving teams complete visibility from the field to finance.

Your team can track jobs, manage assets, dispatch staff, and control costs with total accuracy, without switching between multiple systems or losing critical information. The result: clearer service delivery, faster response times, accurate billing, and smoother maintenance workflows, all powered by Technisoft and Sage 300 working together.

What Technisoft
Service Manager
For Sage 300 Delivers

OUTCOMES

Real Sevice. Real Results.
All In One System

Technisoft Service Manager brings everything your service operation needs into one place, practical tools that help real teams get work done. From scheduling and dispatching to asset management, job costing, and invoicing, it’s designed to make daily operations clearer and easier to manage.

Built for accuracy, scale, and reliability, it keeps technicians productive, managers informed, and finance in sync all in one connected system that works naturally with Sage 300.

With Technisoft Service Manager for Sage 300, every job, asset, and customer detail stays connected, from the first request to the final invoice.

JOBS & SCHEDULING

  • Log jobs, assign techs, and track progress in real time

  • Plan preventative & reactive work without spreadsheets

  • Clear visibility to assign the best technician for every job

Technicians & Field Work

  • Give techs job details, parts, notes, & photos on any device

  • Record and Track Labour and billable time instantly

  • Keep teams aligned from the office to the field

Equipment & Service History

  • Full history on every asset and site visit

  • Manage agreements, warranties, rentals, & meter readings

  • Track components, repairs, refurbishments, & rotations

Parts & Purchasing

  • Issue parts to jobs easily

  • Create purchase orders and approvals on the fly

  • Keep stock, suppliers, and costs aligned

Finance & Billing

  • Real-time visibility into job costing, WIP, and profitability

  • Flexible invoicing standard, recurring, or consolidated

  • Global-ready with multi-currency support & no double-entry

  • Customers can pay invoices via the Customer Portal directly

Customer Experience

  • Automatic updates and full service history

  • Notes, checklists, photos, and approvals in one place

  • Faster communication, fewer follow-ups

Built for real service work Fully connected to Sage 300.

Technisoft Service Manager for Sage 300

ACCURATE

Job Costing Made Simple!

Accurate maintenance starts with accurate job costing.
Service Manager tracks labour, materials, and overheads for every job in real time, giving you instant visibility into true profitability.

Capture job revenue and costs as they happen, manage seasonal or project-based workloads with ease, and make confident, data-driven decisions with flexible Sage 300-connected costing tools.

FIELD PORTAL

Real -Time Field Activity

Keep field teams connected and productive wherever work happens. With Field Portal, technicians can view and update customer and equipment details from any device, ensuring jobs are logged, tracked, and completed accurately and on time. Faster updates. Fewer delays. Complete visibility from site to office. Supports, IOS, Android, Windows Devices, both Online and Offline. 

Technisoft field service team using Sage 300 software

CAPABILITIES

End-To -End
ServiceTools
Connected

Built to Power Every
Stage of Service Delivery

Service Manager delivers the tools service operations rely on every day, from scheduling and dispatching to asset management, job costing, and invoicing. Built for durability, accuracy, and scale, it keeps technicians productive, managers informed, and finance up to date, all in one system fully connected to Sage 300.

CORE CAPABILITIES
AT A GLANCE

Everything your service team needs connected, visible & ready when they are:

  • Service requests & work orders

    Capture and track every job from start to finish

  • Job costing & billing

    Time, labour, parts, and invoices fully linked to Sage 300

  • Scheduling & dispatch

    Assign technicians, balance workloads, and adjust in real time

  • Field mobility

    Technicians view jobs, record work, and update status on the go

  • Preventive & reactive maintenance

    Plan ahead while responding to urgent calls

Tailord 

  • Asset & equipment tracking

    Service history, warranty, and performance visibility

  • Inventory & parts management

    Ensure parts availability and accurate job costing

  • Customer communication & self-service

    Keep customers in the loop and offer service portals

  • Reporting & performance insight

    Real-time visibility into jobs, margins, and schedules

Tailord 

Trusted Worldwide Built For Real-World Service Businesses!

Industries

Supporting service-focused industries in more than 36 countries

For more than 38 years, Technisoft has helped service-focused organisations operate more efficiently and maintain critical assets with confidence. Today, Technisoft Service Manager for Sage 300  is used across more than 36 countries and supports thousands of businesses that depend on equipment, field teams, and ongoing maintenance work.

From engineering, construction, and utilities to manufacturing, facilities management, rental, and service-based industries, Service Manager adapts to the way real organisations work. It connects the office, field, and finance teams so everyone has the information they need, when they need it.

The industries below highlight just some of the sectors we support. If your business manages assets, field service, or maintenance programs, there’s a strong chance Technisoft Service Manager for Sage 300 is built for you.

For Sage partners, Service Manager also provides a proven enterprise-grade platform to expand service offerings  offerings and strengthen customer value inside the Sage 300 ecosystem.

No matter the industry, every organisation faces the same challenge, keeping service, operations, and finance connected. That’s where Technisoft Service Manager for Sage 300 stands out. It’s designed to work as part of your existing Sage 300 environment, linking every service process with the financial clarity Sage is known for.

INDUSTRIES

See All Industries >

INTEGRATED

Designed for Sage 300

Service Manager extends the power of Sage 300 by working hand-in-hand with your financials and service operations in one connected system. Fully integrated to Sage 300 GL, AP, AR, IC, SN, PO.

Every service transaction, labour, parts, equipment, and costs, flows directly into Sage 300 for complete accuracy and real-time financial control.

Access insights from anywhere and gain a full 360° view of customers, assets, field activity, and service performance, all inside the Sage ecosystem you trust.

Sage Tech Partner Technisoft

Build the system your way

Advanced Add-on Modules for Service Manager

Service-Manager

Fully integrated with Sage 300. Handle job costing, maintenance, scheduling, parts, field service work, labour entry, and customer portal access, all from one platform.

Advanced Maintenance

Plan scheduled and meter-based maintenance with confidence. Track parts, labour, & costs, and compare budgets vs. actuals to keep maintenance efficient & profitable

FieldPorta

Give technicians everything they need on the go, job details, parts, notes, photos, & signatures. Update work in real time or offline to keep field & office connected.

advanced Scheduling

See technician schedules and availability in one place. Assign jobs quickly, balance workloads, and make real-time updates to keep the right people on the right tasks.

Let customers request service, get quotes, & manage their account online, including secure bill payment. You control what each customer can access.

Service Centers

Manage multiple service locations with shared standards, central reporting, and a clear view of performance across your organisation.

https://www.technisoft.com/software/service-centers

Turn service and maintenance data into clear insights with visual dashboards and KPIs, helping you track performance and profitability.

Report Manager

Build detailed reports using Sage 300 & Service Manager data. Analyse job costs, labour, and performance trends with flexible reporting.

Service teams run better when everything
works together — and now they do.

One platform. Smarter service. Stronger results.

Help your Sage 300 customers expand their system with reliable service and maintenance tools, built to support operations, strengthen client offerings, and drive growth with a trusted, value-driven solution - Technisoft Service Manager