Equipment & Services Management

Keeping track of all the important information about your equipment, customer equipment, equipment returned to the manufacturer, and equipment currently under repair is a demanding task. Equipment is constantly on the move and changing.  Our Equipment Servicing modules provide you with thorough equipment records so you can provide great service and get paid for that service correctly.

Service Invoicing 

  • Enter a service invoice quickly
  • Instantly bill a completed service order fromService Orders
  • Produce invoices from contracts in Contract Managemen
  • Streamline the handling of complex sales situations
  • Put as much detail on an invoice as you need
  • Ensure that standard pricing is used on your invoices

Service Orders

  • Quickly record the important facts about every request for service
  • Efficiently handle both your regularly scheduled and your on-demand service requests
  • Get the right technician dispatched or assigned to a service order
  • Know the current status of each service order and know which ones need special attention
  • Quickly record the parts and services used on a service order
  • Ensure that a service order is billed accurately and promptly
  • Know the service history of each customer and piece of equipment

Dispatch Portal 

  • Get a birdseye view of your service department, open orders and dispatching
  • Preview and edit scheduled assignments and orders online
  • Alternate calendar views by day, week, month, and technician
  • Make changes on the fly with the ease of drag and drop functionality Integrate with Microsoft Mappoint to get field technicians in the right place at the right time

Contract Management

  • Keep your service contracts current and accurate with less work
  • Know how profitable each contract has been
  • Make sure that you don’t let any service contracts lapse without first proposing a renewal
  • Check on all service work done against a particular contract
  • Know the correct amount of earned and unearned contract revenue without doing a lot of calculations every month
  • Instantly know whether a piece of equipment is covered by a service contract
  • Make sure you propose a service contract on every piece of equipment you sell
  • Eliminate billing errors by ensuring that different contract rates, limits, and coverages are automatically considered on service orders
  • Make sure you don’t forget any regularly scheduled work
  • Make sure your contract billings are sent out on time

Equipment Servicing

  • Know the detailed service history for each piece of equipment you service
  • Know the warranty dates on each piece of equipment you sell so you can bill service work accurately and know when to offer a service contract
  • Keep track of a piece of equipment as it moves between customers or contracts
  • Automatically schedule preventive maintenance service work on equipment that is under contract
  • Price your service contracts based on rates per piece of equipment on the contract
  • Instantly know whether a piece of equipment is covered by a service contract
  • Make sure you propose a service contract on every piece of equipment you sell
  • Keep track of metered usage on certain equipment
  • Know the profitability and repair history of each model of equipment you service