SCHEDULING, DISPATCHING & CALL CENTRE
Scheduling the right people at the right time with the right skills to perform work efficiently is key. Quickly capture service needs and access customer information, product history, and resources required to shorten time between call receipt and job assignment.
DASHBOARDS AND BUSINESS INTELLIGENCE
All users of the system can stay up to date with the information that matters to them using business intelligence. Personalised dashboards are easily created and turn raw data into rich visuals to track progress and spot trends as they happen.
Record the complete history of the equipment or machine installed at each customer’s site and tracks repair parts in stock. Integration of sales and service stores the equipment records through quoting, order, delivery, installation, and then service work in the field.
MOBILE SERVICE MANAGEMENT
Keep your staff members connected through any device with a browser or with the native mobile apps. They will be able to access service information and customer data from anywhere at any time, as well as log service and travel time with different billing rates.
TRACK PROJECTS & COSTS
Field Service Management is not just for small projects. When the installations are large (tasks, people, or equipment), all the costs (time, materials, and expense) are tracked. Compare actual project costs with original and revised budgets in real-time.
EMERGENCY SERVICE CALLS
Use the visual tools to add unplanned service calls. Find out how changes to planned routes will affect the team with the least amount of impact on the planned schedule. Have the new service order sent to the technician’s mobile device.
SERVICE CONTRACT MANAGEMENT
Visibility on renewal dates for each contract helps preserve the revenue. Dashboards can alert the service team of expiring contracts. Create and manage multiple service schedules per customer and fine-tune appointments using the Schedule Calendar Board for staff and resources.
Establish warranty offers for your customers, specifying which parts are under warranty to avoid confusion, mischarges, and objections. Multidimensional contracts help to track warranties from sales to repair in the field, specifying what is covered and what is not.