NAXT – Microsoft Dynamics 365 for Equipment Dealers

+1 (305) 744 5901

Service Management

Helps equipment dealers to plan, track, and analyse service operations

Service Management for Heavy Equipment Dealers

Service Management

Enables dealerships to better plan, track, and analyze service operations

Maximize Labor efficiency
Increase Service Market Share
Increase Customer Satisfaction
Gain a complete understanding of costs and revenue
Improve service profitability

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 percentage total Independently close a single segment or multiple segments 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
Service Agreements	Tailor agreements to customer requirements, service prices, and payment arrangements Unlimited combination of equipment and service scenarios on a single contract 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
Skill Tracking	Manage employee skill sets Allocate technical assignments based on skill level and certification
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
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
Service Calls and Dispatching	Gain full visibility through graphic field and shop floor scheduling screens
Repair Management	Register repair tasks Undertake diagnosis tracking and record resolution Identify faulty products
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-scrap parts upon expiration of OEM required parts retention period
Telematics	Automatically obtain hour meter, location, fuel level, error codes, and geofencing
Customer Feedback Management	Improve service delivery through case management and questionnaires