Important Features Of A Service Management System
6th September 2019 Protean General
Service management systems are built to improve the efficiency of field service engineers as well as help them to do their jobs more effectively and to help management make informed decisions regarding job allocation and engineer management.
Automate the creation of certificates, records, quotes, and invoices, giving your engineers more time to focus on the job(s) at hand, and effectively manage parts and equipment with reduced risk. Guide your engineers to their locations in our app using Google Maps which creates the fastest and most efficient route to the job, helping them save time on travel, reducing fuel consumption and drive time.
Service management systems give you full visibility of your field service engineers to ensure jobs are correctly allocated for maximum efficiency. Re-allocate jobs between engineers and access job and equipment information, so that you know which parts to allocate.
Keep on top of important things such as customers on credit hold or over credit limits, maintenance schedules, equipment under warranty or with a high number of recent jobs, and customers flagged as ‘order number required’, preventing either allocation of engineers or the raising of invoices until an order is received.
Control your sales process
Using our service management system, monitor your sales process as you move prospects through the buying cycle and track how and when you are converting prospects to customer accounts. Run your business more efficiently and become more customer-focused by identifying new selling opportunities and maintaining or improving prospects and customer relationships.
Track your parts via the equipment register within the service management software. Within the equipment register you are able to identify available parts and their condition, identify parts by scanning the parts bar code and be alerted when supplies are low or parts are due for servicing.