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.
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 with 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.
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.
Quickly capture service needs and access customer, information, product history and resources required to shorten the time between call receipt and job assignment. Create daily or weekly schedules automatically or using drag-and-drop tools on the visual calendar board.
Use the visual tools to add unplanned service calls. Find out how changes to planned routes will affect the team with the least amount of impact to the planned schedule. Have the new service order sent to the technician’s mobile device.
Normally, Warranty Management is a time consuming, but required activity. With MYOB Advanced, this task is integrated with the other applications. Establish warranty offers for your customers, specifying which parts are under warranty to avoid confusion, mischarges, and objections.
Field Service Management is not just for small projects. When the installations are very large (tasks, people, or equipment) all the costs (time, materials, and expense) to the phases of the project are tracked. Compare actual project costs with original and revised budgets in real-time.
In field services, tools and repair parts are typically spread across multiple vehicles and warehouse locations. With MYOB Advanced, you can get control and keep track of the locations and costs.
Provides a powerful tool for optimizing routes for appointments with ability to filter appointments by several different criteria.
Records the complete history of the equipment or machine installed at each customer’s site and tracks repair parts in stock.
Utilizes the most popular map provider with an interface familiar to everyone. Real-time graphical information about location, drive time, etc., is available anywhere. Changes to the route are instantly redrawn and available on the technician’s mobile device.
Keep your staff members connected through any device with a browser or with the native mobile Android and Apple iOS (iPad) app. They will be able to access service information and customer data from anywhere at any time.
All users of the system can stay up to date with the information that matters to them using MYOB Advanced BI (business intelligence). Personalized dashboards are easily created and turn raw data into rich visuals to track progress and spot trends as they happen.
Customer Management (CRM) is part of MYOB Advanced, not a loosely integrated module. From marketing, quoting, building, and installing, and then in field services, the customer information is visible throughout the organization providing a 360-degree field of all customer interactions.
Scheduling the right people at the right time with the right skills to perform work efficiently is handled quickly with Acumatica Field Service Management. Quickly capture service needs and access customer information, product history, and resources required to shorten the time between call receipt and job assignment. Create daily or weekly schedules automatically or using drag-and-drop tools on the graphical dispatch board utilizing colours to identify the status of each service order.
Recurring service contracts are a significant source of revenue. Visibility on renewal dates for each contract helps preserve the revenue. Dashboards can alert the service team of expiring contracts. Your team can create and manage multiple service schedules per customer and fine-tune appointments using the Schedule Calendar Board for staff and resources.
Management is made easy with powerful MYOB Advanced accounting and financial management. This eBook contains topics such as-
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