Field Service

If you’re a company that services equipment, you need to make the best use of available resources such as vehicles, equipment, parts, plus your team of talented and dedicated people. You also need to provide prompt and exceptional service.

Of course, you must make a profit. A well-designed and properly implemented Field Service Management (FSM) system can help you accomplish all of that. With the right system, you can modernise your operations, boost your efficiency and develop lasting customer loyalty.

MYOB Advanced Field Service Module

MYOB Advanced – Service Management

  • Fully featured Service and Maintenance solution​
  • Scheduled and Unscheduled Service/ Appointments ​
  • Schedule Technicians based on Availability, Skills, Licenses, Areas and more​
  • Calendar boards for visibility and scheduling of appointments​
  • GPS tracking of appointments scheduled and completed​
  • Full mobile capability incl. customer sign-off, invoice and payment​
  • CRM Integration – Quoting for service​
  • Inventory integration – consume parts/ inventory on a service order​
  • Projects integration – larger service/ install projects with cost tracking​
  • Equipment maintenance, warranty management​

Streamline processes to reduce response times and costs

MYOB Advanced – Equipment Management

  • Manage the maintenance of customer and company owned assets​
  • Manage vehicles and link to drivers​
  • Define schedules for preventive maintenance service orders and associate them to recurring maintenance schedules or contracts​
  • Maintain all details of your products installed at your customer locations by make & model​
  • Generate appointments automatically for scheduled maintenance contracts​
  • Create service templates to define the works needed for your equipment​
  • Inventory integration – sold items become serviceable equipment, consume parts/ inventory on a service order​
  • Projects integration – larger service/ install projects with cost tracking​
  • Service contracts incl. master contracts

Key benefits of MYOB Advanced Field Service Module:

Better information leads to better decisions

  • Integrate field service operations, projects, order management, CRM, and inventory management.
  • Provide all required information to generate service appointments from Sales Orders or CRM Cases.
  • Gain better business insights by combining automated processes, accurate data, financial analysis, and forecasting capabilities.

In the cloud and mobile

  • Access routes anywhere, anytime, from any device. All applications are web-based, giving users unlimited access to the system from any location.
  • Enable field staff to plan for upcoming appointments and routes along with access to the information necessary for the next call, including last-minute updates.

Warranty tracking

  • Improve customer satisfaction by tracking warranty classes according to models of equipment.
  • Prevent needless customer invoicing of parts and labour when the work is covered under warranty.

Field Service Module Features and Capabilities:

Maintain all details of equipment and products installed at your customers’ facilities by make and model.

Define schedules for preventive maintenance service orders and associate them to recurring maintenance schedules or contracts.

Generate appointments automatically for all service contracts with equipment maintenance requirements.

Create templates for a predefined set of services. For example, create a template for the clean up and calibration combination for HVAC equipment.

Establish warranties specifying the specific items under warranty to avoid confusion, mischarges, and objections. Classes can be mixed on the same service order, for instance, a two-year warranty on parts and a one-year warranty on labour.

Capture and invoice for all parts and labour related to the services rendered.

Provide access to service parts inventory and automated sourcing.

Send updated orders and appointments to any mobile device.

Combine multiple contracts by customers.

Take your business to the next level with MYOB Advanced and Momentum