Service Management
ABM Service Management is ideal for service companies who supply on-site service to their clients. It is applicable to a wide range of service industries such as equipment servicing, monitoring, field engineers, security, on-site services, tradesman, etc. The system allows tracking of a firm’s personnel by time expenditure and revenue, monitors and dispatches calls to mobile personnel, logs client service history, and provides customer billing and reporting functionality.
Improve your service delivery with...
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Features
Engineers
One of your most important, yet expensive, assets are your engineers. The module supports proficient management through tracking of time expenditure and revenue earned from clients.
Call dispatch
Receive incoming service calls and collect all necessary information, including priority, charge, general and technical details, before relaying directly to the appropriate engineer or department. Engineers are able to be fully aware of a client’s history, as well as trace a call from initial logging to completion.
Full installation and service history
Archive every installation and service including contract details, components installed, warranty details, service work, travel time, floor plans or layouts, call type, engineers assigned, and more... Retrace work history and use to reprint invoices or utilise the information for current jobs.
Stock control and tag links
Integrate with accounting inventory, as well as track items for each installation such as serial numbers, suppliers and warranty details. Special prices can also be implemented automatically for specific clients or suppliers.
Invoicing
Create, and email, invoices for billing as well as record under a client’s history for later retrieval. Generate automatic invoices for clients with maintenance or monitoring contracts according to billing terms, and easily view client account balances and credit limits.
Scheduler
Organising call out dates and times is made simple with an intuitive and familiar schedule/calendar system.
Link to remote engineers
Engineers can have controlled access via 3G/GPRS, thus providing a paperless solution for saving time. Customers can confirm call completion through electronic signature and invoices may be created on-site if necessary.
Link to document scanning
Signed service dockets can be scanned quickly and efficiently into a central server to enable quick retrieval from a client’s history file. Other documents can be scanned and linked such as brochures, spreadsheets, emails, CV’s, etc.
Tag equipment tracking
Track equipment on-site via Tag Numbers. Service calls can be booked to an account and the Tag Item itself, making aware if an item is still under warranty as well as tracking the item’s history of breakdowns.
Layouts and corresponding details
Track all client correspondence including quotations, letters, drawings, documents, images, etc.
Reporting
Produce reports on the service aspects of the business such as troublesome installations, engineer time and cost analysis, contracts status and service call costs.