Service & contract management
From invoicing renewals and managing complex
schedules to tracking outstanding jobs, raising quotations and
providing call support - you have complete control of your
service contracts.
Customer self-service
over the internet contributes to saving hours of manual processing
by speeding the availability and analysis of information. You can
now ensure that your service and contract engineers
are appropriately matched to jobs, have the
parts they need and that chargeable work is accurately
billed for.
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Service & contract management workflow
diagram
« Scroll over image for detail or click
to expand.
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Full call history is easily accessed from one searchable screen
ensuring your call centre gives a fast, confident service.
On-screen alerts, colour-coded priority statuses and call centre
KPIs drive continually improved response rates. More
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Manage multiple calls, jobs, allocations and all day-to-day
office activity from your graphical diary. Maximise your resource
allocation and promote effective collaboration between the office
and the field-based team.
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See what work's due in, how long it's taking and how much it'll
cost. The workshop provides visibility of chargeable parts, stock
and labour together with detailed WIP analysis for complete clarity
over your profit line. More
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Always have the right parts and spares within easy reach.
Analyse stock by multiple locations and manage van stocks, minimum
and maximum levels and facilitate cost-effective and fully
traceable 'stock swaps' for engineers en route.
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Tailor PPM (Planned Preventative Maintenance) schedules that
minimise customer downtime, reduce your replacement costs and boost
your reputation for reliability. Choose from a fixed-term contract
or generate schedules on a job-by-job basis and build in additional
extras such as pre-paid breakdown call-outs with ease.
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Store, search and find documents fast. Keep all documents,
regardless of format, in a central store with links to client,
supplier or project records. Find documents with powerful search
tools including tags, keywords and content search. Control who has
access to areas of storage, document type or individual documents,
and keep full audit/version history to ensure you track every
movement and document update. More »
Quickly sift through complex information and produce reports in
a format that's right for you. Choose from a comprehensive suite of
reports, which can be tailored to meet your needs.
In addition, dashboards provide an at-a-glance view of your key
business activities; from individual performance against targets or
average time - to responding to client to stock levels within your
workshop or general trends in the business. Reports can be
investigated to find out from where the underlying data, trends and
statistics originate. More »
Contracts can easily cater for multiple pieces of equipment
across multiple sites. Key search criteria, such as cost price and
warranty information, resource costs and serial numbers, can all be
accessed and analysed, providing the information needed to make
informed decisions regarding contract pricing, uplifts and
profitability.
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A flexible rates schedule, encompassing everything from call out
charges and labour rates down to fitting and travel charges enables
you to account for all renewals and chargeable activity, however
complex. You can easily see the renewals due in any given period
and deploy renewal notices and invoices in your chosen format
ensuring no contract is overlooked or forgotten.
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Ideal for the copier or franking machine industry, this feature
enables you to track meter charges with ease. An unlimited number
of paper sizes/counter readings are catered for both rentals and
purchase models. One-time data throughput from machine to invoice
makes the process fast and accurate. More
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With internet access, engineers can retrieve the very latest job
information 24/7, passing details back to head office via
inexpensive hand-held devices or their laptops. Customers can log
calls directly through a secure website and check job progression,
shifting the pressure from your call centre while enhancing the
service experience.
More
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Workflow forms make it easy to capture information across your
company. You design the forms to contain the information you need,
plus set security and permissions with built-in alerts to keep the
process moving. Anything you previously stored in separate files
(e.g. spreadsheets) is now held within a central document. With
workflow forms, you enter the information once; the system
automatically saves, updates and sends the information to the next
step in the process. More »