MYOB Advanced Field Service Module
MYOB Advanced lets you streamline processes to reduce response times and costs. The Field Service Module delivers a complete set of functionality for field service operations from Service Management to Equipment Management.
- Service Management
- Equipment Management
- Warranty Tracking
- Mobile Service Management
- Service Contract Management
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:
