Our Service Management module is a customer-focused approach to delivering your services and taking better control of your operations. It enables access to real-time information related to customer issues, scheduled appointments, and PM visits. It gives you a seamless view of your customer, location information, equipment being serviced at locations, and service history, allowing you to manage equipment and assets at your customer locations, warehouse and in
the field. You will be better able to manage your contracts and service agreements, and be alert to upcoming renewals, expirations, and pricing increase opportunities.
- Customer and equipment dashboards
- Dashboard view of cases by category, status, technician, and more
- Comprehensive search to easily find customers, contacts, locations,
equipment - Updates and alerts the mobile user in the field
- You can:
- Create and assign cases and issues
- View and update real-time case and issue information
- Manage customer contracts and alerts
- Fill out predefined forms and reports
- View past service history
- Update activities and customer notes