Service calls
Service engineers can use Service Calls to get a list of service activities to be carried out at their customers. The dispatcher is responsible for allocating a service request to a service engineer. The service engineer can see what ticket the call applies, the installed base and SLA information on the equipment. The location within the customer’s site is also shown. Service Calls also appear in the Agenda system prefixed by a service icon.
Time and Materials
SalesManager Online offers time and materials management for Service Calls. Engineers simply need to enter the amount of time they have spent on a service job and that is added to the labour component of the Service Call. Any spare parts used on the job can be picked up from the item master and added to the job ticket. ServiceManager then produces a worksheet, which can be signed by the client.
Mobile Field Service
This app works fully integrated with the ServiceManager module.