Service (work order) | - Create segment level quotations; each version is saved in history for reference
- Set up orders manually or automatically at periodic intervals
- Record service time, expenses, parts and outside labor and materials
- Supports multiple serial numbers and customers on a work order
- Split work order segments between customers by specific amounts or percentage total
- Independently close a single segment, multiple segments, or the entire work order and present the invoice in the order that makes the most sense
- Setup each segment independently, or the entire work order to flat rate all, partial flat rate (labor, parts, miscellaneous) or, time
and materials - Rapidly create service orders over the Internet with Enterprise Portal in Microsoft Dynamics AX
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Service Agreements | - Tailor agreements to customer requirements, service prices, and payment arrangements
- Unlimited combination of equipment and service scenarios on a single contract
- Full component and downtime tracking
- Track true profit and loss at both the equipment and contract levels
- Easily add or delete equipment from within a contract
- Automatically schedule service visits utilizing calendar or telematics interfaces
- Create and process service subscriptions for fixed-price service over a period of time
- Accommodate revenue based on fixed or irregular periods and multiple price arrangements
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Skill Tracking | - Manage employee skill sets
- Allocate technical assignments based on skill level and certification
- Track employee certification renewals
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Technician Time Management | - Manage technician’s time as they “clock in” to a segment in real time, or
batch enter labor at the end of the day - Quickly and easily view and approve time to final post to work order
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Standard Job Management | - Easily import and amend standard jobs from supported OEMs
- Create from an existing segment or create and edit as needed from other media
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Service Calls and Dispatching | - Create service tasks and appointments within the Microsoft Outlook messaging and collaboration client
- Gain full visibility through graphic field and shop floor scheduling screens
- Visually track telematics enabled equipment and your service fleet when GPS enabled. Quickly see which technician is closest and able to complete the repair
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Repair Management | - Register repair tasks
- Undertake diagnosis tracking and record resolution
- Identify faulty products
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Warranty Management | - Enhanced warranty claim submission and reconciliation
- Create a warranty claim on a work order segment and if supported by OEM, automatically
transmit claim, receive claim acknowledgement, and settlement - Set parameters to automatically settle and close claims that fall within your guidelines
- Fully integrated warranty parts tracking
- Instantly locate stored parts for return to vendor; auto-purge parts upon expiration of OEM required parts retention period
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Telematics | - Automatically obtain hour meter, location, fuel level, error codes, and geofencing
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Performance Reporting | - Analyze expenses and profit and loss associated with the service engagement
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Customer Feedback Management | - Improve service delivery through case management and questionnaires
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