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Service & contract management software

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.

Service & contract management workflow diagram

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Call centre confidence

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 »

Job scheduling

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. More »

Workshop

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 »

Parts management

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. More »

Planned Preventative Maintenance

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. More »

Document Management

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 »

Management Reporting

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 »

 

Contract management

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. More »

Billing & contract renewals

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. More »

Meter billing

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 »

Self service

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 »

Workflow forms

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 »

 

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