OMS - Pro System Overview
Opening Management System - Pro was created by locksmith and security professionals for locksmith and security professionals. Loc-Doc Security uses this system to run it's many business ventures. The Lab at Loc-Doc Security also resells this system to other Locksmith and Security Integration companies. It is important when talking about OMS-Pro to have our terminology and lingo straight across the board. Following is a very high-level overview of the system and it's capabilities.
Highest Level Labels: These Acronyms get thrown around a lot.
CRM - Customer Relationship Management
ERP - Enterprise Resource Planner
WFMS - Work Flow Management System
PM - Project Management
TM - Task management
Entity Relationship Diagram - For Reference - Not all tables included for simplicity. At the end of the day, it's just a big ole database y'all...
OMS-Pro is designed to run every aspect of an organization, with a few key exceptions. HR and Accounting are handled using external systems. (QBO, Zenefits...)
Roles / Permissions / OMS-Pro Jobs - Each role gives users permissions to access different parts of OMS-Pro. For instance - Customer Service role has access to modules: CRM, Site Visits, Counter Tickets, etc...
Access Control Field Supervisor
Access Control Technician
Accounting
API Access
Customer Service
Dispatch
Display
In-Shop Technician
Locksmith Field Supervisor
Locksmith Technician
Marketing
Product Manager
Sales
Super Admin
OMS-Pro Modules / Sections / Pieces / Microservices - High-level modules. These can be a single table in the system, or a collection of tables with functionality and scripts added to achieve a specific purpose or goal.
CRM (customers, contacts, locations, tax rates, NSP's, corrigo)
Site Visits (work orders, tickets, jobs, tasks, projects, services provided, products sold)
Quotes (sales, account management, leads, follow-ups, tickets, proposals, tasks, services provided, products sold)
Counter Tickets (in shop work, counter sales, POS, locksmith shop, services provided)
Purchasing (product database, purchase orders, inventory, rga's, shipping, receiving)
Accounting (invoicing, sales receipt, RMR, collections, special billing, collect, billable)
Bitting (master key systems, generated systems, general bitting, non master key systems, key receipts, key holders)
Opening Management (door surveys, qr codes, barcodes, hardware sets)
Access Control (panels, card readers, cameras, HOA health checkup, access control systems)
Admin (After hours pay, vehicle service request, asset management, reporting, D)
Data Entry (data cleanup, manual process, soon to be automated processes)
Dispatch / Scheduling (schedule, route, job queue)
Facilities Management (OMS-F, project management)
GPS (gpsi, current location, on-site / off-site, clock-in / clock-out, maps, mapping routes)
Legacy Data (old work orders, quotes, products, services, notes)
Communication Notes (comm notes, follow up, documents, payments, issues)
Support (access control support, support tickets, brivo support, eagle eye support)
Applications (new hires, hiring, applications)
Platform vs Application - Trackvia is a Paas, and OMS-Pro is a Saas
Terminology
Iaas - Infrastructure as a Service
AWS, Google Cloud, Circle CI
Paas - Platform as a Service
TrackVia, Zapier
Saas - Software as a Service
OMS-Pro, OMS, CFA
Discussing OMS-Pro and TrackVia with Customers / End-Users - Get the facts straight.
OMS-Pro is an application built on a platform called TrackVia.
We use, resell, maintain, and support OMS-Pro, not TrackVia.
When referring to the Mobile App, Web App, or Tablet App - OMS-Pro (what we all use everyday to do our jobs), always call it OMS-Pro, not TrackVia, not TrackVia 2, not TV2 or anything other than OMS-Pro.
OMS and OMS-Pro are two totally different systems, OMS is not built using TrackVia.
TrackVia is a low-code platform.
TrackVia, and by extension OMS-Pro, is a cloud based application.
Integrations - Loc-Doc's Copy of OMS-Pro utilizes the following Integrations
Zapier
Accounting
After Hours Pay Push
Alert AR of SV Updated
Anderson Direct Print Counter Ticket
Corrigo Quote
Corrigo WebMerge
Corrigo WebMerge - Counter Ticket
Counter Ticket Receipt 2.0
Counter Ticket Receipt to TrackVia
CT TO QBO 3.0
New Product QBO Response
New QBO Customer to TV2
NEW RMR to QBO
Notify Accounting of Errors
Notify AR New RMR
Notify Sales/AR when Billable
QBO Invoice Created - CT SV
QBO Payment Received - SV CT
QBO Sales Receipt to TV
OMS Stripe Payment to QBO
Site Visit Receipt 2.0
Site Visit Receipt to TrackVia
Site Visit Unofficial Invoice
Special Billing Automated Invoice
Stripe to TrackVia to QBO
SV TO QBO 3.0
Unofficial Invoice to TrackVia
Alert AR of CT Updated
Analytics
Email Analytics Outbound
Inbound Email Report
AWS Lambda
AWS - Large Batch Task Duplicator
AWS Lambda Landmarker
Transfer Image from Task to Opening
Customer Service
Automated Service Request
Chat Point of Contact
Corrigo Parts Request Site Visit Service
Email Communication
Google Form
SubContractor Form to SV
Website Service Request Notification
Deprecated
Call Record to TrackVia - Isaiah
Call Record to TrackVia - Levi
Isaiah Call Recordings
Levi Call Recordings
Customer Updates
Email Site Visit Status Complete (Billable)
Email Site Visit Status Complete (Collect)
External Ticket Request Follow-Up Email
Facility Updates - Completed
Facility Updates - Created
Internal Updates
Alert Sam Counter Ticket
Email Mike - Quote Converted
Email Mike - Warranty Site Visit
Houston Cash Mike Email
Internal Update on Site Visit Creation
Internal Updates - Completed
Internal Updates - OffSite
Internal Updates - Onsite
Internal Updates - Scheduled
Monday Morning Conference Call Notification
New Support Request Notification
New Travel Request
Notify AR of Site Visit Discard Error
Notify Technician of Non Quote Parts Arrived
Notify Technician of Quote Parts Arrived
Send Bonus Emails
Send Email Via Communication Note
Support Request Email
Update Developer of Site Visit Error
Vehicle Inspection Complete
Wednesday Morning Conference Call Alert
Marketing
Constant Contact ADD
Update Constant Contact
Misc
Generate Monthly Score Cards
Google Form Applicants to TrackVia
Send out weekly Report
Purchasing
Sam - Task Builder From Parts Request Cancelled
Sales
Add Calendar Event for Zach regarding quotes
Billable Quote to TrackVia
Collect Quote to TrackVia
Notify Zach of Parts Added to Quote
OMS - Demo - Quote
Quote Builder Billable V2.0
Quote Builder Collect V2.0
Quote One Click Convert
Security
TrackVia is well known for is pervasive security measures. If an OMS-Pro end-user, potential future end-user, or an OMS-Facilities customers has any security concerns, please reference this link provided by TrackVia. https://trackvia.com/wp-content/uploads/2020/01/TrackVia_Security.pdf