Sam's Mechanical

Quickly Pull Parts

One challenge at Sam's Mechanical is maintaining an accurate and diverse parts inventory. The service department typically needs to get parts as fast as possible. A scanner and bar code system is being implemented as the company continues to tighten up inventory control. This allows technicians to quickly add parts to a work order or sales order.

Rent Equipment

Customers pick up rental equipment but also many times the equipment is scheduled for delivery. Flexible EBMS rental tools are used to organize items into rental codes, calculate proper pricing for classes of equipment, and create rental contracts for certain periods. 

Track Parts Per Service Van

Sam’s has several service vans, each equipped with its own parts inventory. Inventory is traced and viewed in EBMS per van, as well as across all locations, for full inventory visibility.

Manage Labor & Parts for Trade-In Equipment

Refurbishing and selling trade-in equipment is part of business at Sam's Mechanical. Labor and parts are attached to each piece of equipment to track total cost incurred and resell value. Accounting is accurately recorded as parts are pulled, labor is calculated, and equipment re-valued to sell.  

Access to Data Across Operations

Information is recorded and used across service, labor, and sales departments.  For example, service labor on a piece of equipment is tied into payroll as well as into billing. Everything is tightly connected with real-time data providing key information to make good business decisions.  

Accounting and Financial Tools

Sam's has access to years of transaction detail in EBMS making it easy to view their complete audit trail. They regularly view summary information using flexible reports while also drilling down into source documents, time stamps, and user information. 

A recent move to a brand new and expanded location is allowing Sam's Mechanical to serve even more customers.  As they grow, it is important that all processes are tightly connected to continue serving customers with speed and efficiency.