Solutions for Service Management
With service this efficient, you will reduce service costs, increase revenue, and elevate customer satisfaction.
SouthWare's Service Management Series is a complete service management system with specialized service functions and unique integration with accounting, inventory control, sales processing, and sales management software. Combine the modules you need for seamless dispatching, scheduling, billing, contracts, equipment repair history, warranty information, technician tracking, and other service functions.
Modules include:
» Service Invoicing
» Service Orders
» Service Scheduler / Dispatch Portal
» Service Contracts Management
» Equipment Servicing
» Service Invoicing
To have a successful service business you need a billing system that gets invoices to your customers promptly and with the right information. Ideally you could also save time by having your Service Order and Contract information flow automatically into your Invoices. SouthWare's Service Invoicing provides the billing system for SouthWare's Service Management Series, a complete system for service businesses. With Service Invoicing you can be confident that you are getting your service invoices processed efficiently and accurately.
- Quickly enter your Service Invoices
- Instantly bill a completed Service Order from Service Orders
- Produce Invoices from Contracts in Contract Management
- Streamline the handling of complex sales situations
- Add as much detail to an Invoice as you need
- Ensure that standard pricing is used on your Invoices
- Record your Invoices in A/R almost instantly
- Know the details of past Invoices
- Standardize your miscellaneous add-on charges
- Keep your A/R system updated with sales taxes, commissions, and other information from the latest Invoices
View/Download Service Invoicing Product Brief [PDF]
» Service Orders
Service Orders are the heart of your service business. You need to quickly enter your customer requests, schedule normal service calls, assign the work, track the status of the work, and invoice the work when it is done. With Service Orders you get the help you need to enter, dispatch, schedule, track, assign, and close Service Orders with minimum work and maximum results.
- Quickly record the important facts about every request for service
- Efficiently handle your regularly scheduled and your on-demand service requests
- Get the right technician dispatched or assigned to a Service Order
- Know the current status of all Service Orders
- Track which Service Orders require special attention
- Quickly record the Parts and Services used on a Service Order
- Ensure that a Service Order is billed accurately and promptly
- Know the Service History for each customer and piece of equipment
- Make sure that fees (such as travel or zone charges) are charged when appropriate
- Eliminate errors by ensuring that contract rates, limits, and coverages are automatically considered on Service Orders
- Instantly answer your customers' questions about the status and details of the work being done for them
- Evaluate the work being done by each of your technicians and service locations
View/Download Service Orders Product Brief [PDF]
» Service Scheduler / Dispatch Portal
Quality scheduling is critical to operational efficiency – and revenue – in the world of service managers. Streamline and simplify the dispatch of your Service Teams with SouthWare's Web-based Service Scheduler and Dispatch Portal. Take the guess work out of resource planning and accelerate your key scheduling processes.
SouthWare centralizes service team availability and location, assignment requirements, and more, so you can deploy and manage field employees, with zero conflicts, at lower administrative cost.
Access the full potential of your calendar with alternate views by Day, Week, Month, or Technician. The user friendly calendar delivers real-time tracking of your service calls and ensures your Service Team's time is maximized. The preview function gives you instant access to order details and enables you to "zoom in" and make quick changes to scheduled work assignments at the click of a mouse. The optional Technician Mapping function provides driving routes for assignment locations.
- Get a bird's eye view of your Service Department, Open Orders and Dispatching
- Preview and edit scheduled assignments and orders online
- Alternate calendar views by Day, Week, Month, or Technician
- Make changes on the fly with the ease of drag and drop functionality
- Integrate with Microsoft® Mappoint® to get your field technicians to the right place at the right time
» Service Contracts Management
Effectively managing your service contracts can be one of the biggest challenges your service business faces. Service contracts tend to be complex and may include pricing exceptions, different levels of coverage, and even different billing cycles. Your contract information must be accurate, but it takes a lot of work. SouthWare's Contract Management handles the service contract functions for SouthWare's Service Management Series. With Contract Management you get the help you need to record, track, propose, renew, service, and bill your service contracts accurately and efficiently.
- Keep your Service Contracts current and accurate with less work
- Know the profitability of each Service Contract
- Make sure that Service Contracts do not lapse without first proposing a renewal
- Check on all service work done against a particular contract
- Know the correct amount of earned and unearned contract revenue without doing a lot of calculations every month
- Instantly know whether a piece of equipment is covered by a Service Contract
- Make sure you propose a Service Contract on every piece of equipment you sell
- Eliminate billing errors by ensuring that different contract rates, limits, and coverages are automatically considered on Service Orders
- Make sure you do not forget any regularly scheduled work and that your contract billings are sent out on time
» Equipment Servicing
Keeping track of all the important information about your equipment, customer equipment, equipment returned to the manufacturer, and equipment currently under repair is a demanding task. Equipment is constantly on the move and changing. SouthWare's Equipment Servicing provides you with thorough equipment records so you can provide great service and get paid for your service.
- Know the detailed service history for each piece of equipment you service
- Know the warranty dates on each piece of equipment you sell so you can bill service work accurately and know when to offer a Service Contract
- Keep track of a piece of equipment as it moves between customers or contracts
- Automatically schedule preventive maintenance service work on equipment that is under contract
- Price your Service Contracts based on rates per piece of equipment on the contract
- Instantly know whether a piece of equipment is covered by a Service Contract
- Make sure you propose a Service Contract on every piece of equipment you sell
- Keep track of metered usage on certain equipment
- Know the profitability and repair history of each model of equipment you service
View/Download Equipment Servicing Product Brief [PDF]
