MYOB Advanced Field Service Management
Please note this is Beta information and currently not released.
Streamline dispatching, reduce response times, and minimise costs with the MYOB Advanced Field Service Edition suite that works with CRM, sales, inventory, purchasing, accounting, and financial reporting. With a 360-degree view of customer activities, improve the overall customer experience and elevate customer satisfaction to earn higher recurring revenues and gain a competitive advantage. All the applications are web-based and fully mobile which is ideal for your field workforce. Unlike other field services applications, the user interface provides a seamless transition between applications because the MYOB Advanced Field Services Management is part of MYOB Advanced ERP, not a bolt on application.
Scheduling, Dispatching and Call Centre
Quickly capture service needs and access customer, information, product history and resources required to shorten time between call receipt and job assignment. Create daily or weekly schedules automatically or using drag-and drop tools on the visual calendar board.
Record the details of equipment and products installed at your customer’s site plus repair parts in stock. Track manufacturer, models, and schedule preventive maintenance service orders. Customer equipment can be associated to recurring schedules and contracts in MYOB Advanced Customer Management.
Create and manage multiple service schedules per customer, then generate, project, plan and fine-tune all the appointments using the Schedule Calendar Board for staff and resources. The resource mode is used to polish details about exact hours and days.
Tools and Resources
Schedule services requiring special tools or resources you might have in limited quantities. The system will track the quantities and alert you if any tool or resources become unavailable.
Keep your mobile staff connected through schedules on their devices by sending SMS/email to your staff on selected configurable events like bookings, confirmation of appointments, etc.