MYOB Advanced Field Service
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.
- Track and manage every detail of your field operations.
- Maintain a real-time view of the technician’s progress on the job.
- Track all assets owned by you or your customer and schedules preventative maintenance.
- Connect your staff with mobile services where they can access routes, future appointments, customer information and last-minute updates.
- Track warranty classes according to models of equipment, improving customer satisfaction.
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.
MYOB Advanced Field Service: Key Features
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
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
Download the MYOB Advanced Business Info Pack
A Connected Business with MYOB Advanced
One unified, end-to-end ERP solution
- Simplify financial management with industry leading multi-entity workflows
- Unify business systems and data with a cloud ERP that integrates systems so you have a single source of truth and single system to manage
- Anytime, anywhere access with cloud ERP
- Enterprise grade security and data backup
- Reduce costs and complexity of IT management with SaaS solution
- Industry leading API technology to simplify connecting to 3rd party solutions and add-on
Free MYOB Advanced Demo
Want to see MYOB Advanced Field Service Management in action?
Watch a free demo now to see some of the capabilities and features within the powerful MYOB Advanced platform
MYOB Advanced Field Service Management: Additional Resources
MYOB Advanced Business Info Pack
MYOB Advanced Equipment Maintenance Fact Sheet
MYOB Advanced Service Management Fact Sheet
Top 7 things to look for in a Field Service Management System
Field Service Management: How to improve profit and customer loyalty