Delivering a top quality level of service to clients is the single most important goal of any business with just about every performance indicator that matters linked to it in some way. Service is what wins new business, retains it and secures the on-going growth critical to your success.
For businesses that operate on a contracted basis for the support and maintenance of core equipment and product offerings, the critical nature of service levels is even further emphasised as these on-going revenue streams are the lifeblood of the business and must be closely managed and monitored.
Streamlining your control over service operations, Sage 300 Service Management software integrates with other applications for better communication between customers and your organization’s dispatchers, technicians, and accounting staff.
Ready access to Accounts Payable, Accounts Receivable, Job Cost, Payroll, Inventory, Purchasing, and General Ledger information enables you to track and streamline your response to service needs. Service Management simplifies service call dispatching, field technician management, and billing. You’re able to see the status of any service call including the time the call is scheduled, the type of service to be performed, and the technician assigned to perform the service. Information on vendors, invoices, purchase orders, and other financial details are entered into your system only once, eliminating redundancy and potential errors. Add-on modules further improve your operation by putting you in complete control of field purchasing, service agreements, warranties, as well as preventive maintenance.
Streamline Operations
Streamlining your control over service operations, Sage 300 Service Management software integrates with other applications for better communication between customers and your organization’s dispatchers, technicians, and accounting staff.
Simplifies work
Ready access to Accounts Payable, Accounts Receivable, Job Cost, Payroll, Inventory, Purchasing, and General Ledger information enables you to track and streamline your response to service needs. Service Management simplifies service call dispatching, field technician management, and billing
Add-on modules
Add-on modules further improve your operation by putting you in complete control of field purchasing, service agreements, warranties, as well as preventive maintenance.
Key Modules And Functionality
- The in-built equipment register replaces the unnecessary paperwork associated with the tracking of equipment supplied to your clients under warranty, maintenance contract or neither.
- Using the client relationship module you can prioritize resources in order to grow your most profitable accounts. Power lead generation, manage your sales pipeline and make accurate sales forecasts.
- Implement improved parts control minimize the loss of productivity that can result from poor monitoring of parts leaving your warehouses. Get alerted when stocks are low, maintain appropriate levels and free up cash flow.
- Effectively navigate and search your equipment inventory using variables such as specification, availability and current condition. Find out all the details on a piece of equipment and cross reference with the reserved/on hire diary function before deciding whether it is appropriate to place it on a contract.
- Manage the sales process from enquiry through to quotation, order and invoice with powerful workflows ensuring no opportunity is unnecessarily lost or stalled.
- Through in-built reporting get easy access to the management information you need to improve your company’s profitability and productivity.
FEATURES
This powerful feature-packed software cuts through paperwork, reduces man hours, and improves efficiency in critical areas of your business including:
Customer Service
For most of the companies we’ve worked with, customer service is their #1 priority. Service Manager helps you get the right technician to the right job at the right time with these features:
- Service Tracking – log calls in one single system so you know everything you need about the customer’s history, their equipment, warranty status, and much more.
- Technician Profiles – track skills and certifications so you can match the right field service tech with the right job.
- Advanced Scheduling – a visual drag-and-drop electronic dispatch board eliminates messy spreadsheets, hand-written whiteboards, or schedules you’re keeping “in your head.”
Invoicing and Collections
- With full-featured work order management functionality, Service Manager provides a complete audit trail of work order tickets that have been signed off by your customer. It’s quick and easy to provide evidence of job details and hours so you get paid faster – even if your technicians provide service at multiple customer locations.
- And when you equip your field technicians with the Field Connect mobile functionality of Service Manager, they can process calls from diagnosis and approval to digital sign off, right on the spot.
Warranty Management
Whether you offer a warranty on your own product or service, or you provide warranty services on behalf of a manufacturer, Service Manager has you covered.
- Full tracking of warranty terms and expiration dates
- Track parts and labor rates
- Manage various manufacturer billing methods and claim documents
Equipment Maintenance
Your equipment isn’t making money for you if it’s out of service or being repaired during your peak season. To minimize downtime and optimize utilization, Service Manager can:
- Track equipment age, use, and other details
- Optimize maintenance scheduling
- Stagger equipment maintenance to optimize utilization
- Minimize equipment repair costs