Shepherd’s Angular PTM (Parts and Time Management) brings modern efficiency to service operations by using the Angular framework to deliver lightning-fast performance—especially when handling large volumes of data. Whether users are reviewing service orders, inputting time, or adjusting billing, the modern interface offers a seamless, responsive experience that streamlines workflows and accelerates decision-making.

At the heart of PTM is a flexible, category-driven structure. From Time Entries and Service Items to Parts Transfer and Purchase Orders, everything is housed in a single, intuitive workspace. Each category includes purpose-built tools: contracts that apply billing logic automatically, editable time entries that can be reallocated to the right technician or service order, and dynamic service item lists where quantities, equipment, and pricing methods can all be adjusted on the fly.

With built-in controls like editable Hours to Bill and real-time rate calculations, the Time Entry section ensures billing accuracy while still giving technicians and managers the freedom to refine entries post-service. Clickable NetSuite links mean less hunting for data, and the Total Service Billable Hours field gives immediate insight into the full scope of the job.

PTM also empowers billing managers with precision control over service items and parts. Whether it’s recording specialized equipment use or adjusting a service item’s billing method, every detail is visible and editable in real time. In the Parts Transfer and Purchase Order sections, users can fine-tune sale rates, apply contract logic, and respond to exceptions—like providing a non-billable part or discounting an item—without leaving the PTM view.

Finally, the Summary tab ties everything together. It captures technician-reported work and reconciles it with service order expectations, giving managers clarity and justification for any adjustments to scope, time, or cost. It’s where service delivery meets accountability, and where operational reality gets translated into accurate billing.

By centralizing all this functionality into one high-performance interface, Shepherd’s Angular PTM turns complexity into control—making it faster and easier to deliver excellent service while protecting revenue at every step.