Field Services Management
Software Solutions for Australian SME’s in the Technical Services Industry
Gain powerful insights from integrated data processes
If you’re running a service management business, you will already know that client expectations of rapid service delivery from well informed technicians have never been higher. They have an expectation that your people have the equipment, the parts and the know how to support their business. They expect your service company to support your technicians with modern communications that connect every area of your business so you can be more responsive and informed.
If your current business software solution is preventing your people accessing up to the minute customer information or access to the resources they need to service your customers, it could be costing you customers and profits. The smartest SME Service Management businesses turn to organisations such as CitySoft for help to incorporate modern technologies into their service delivery model. CitySoft’s extensive experience with this sector ensures companies receive the right advice and the right business software solution to achieve their immediate and future needs.
Owners and service managers of SME Technical Service businesses are often frustrated by a lack of control and or visibility over their business. The list of complaints is extensive however, most of these complaints can be tracked back to business software solutions that fall short. Without the right business software, it becomes almost impossible to adequately manage staff in the field for optimal returns and to meet customer service expectations.
CoreSystems Field Service Software
CitySoft is not unfamiliar with CoreSystems software having previously sold early versions of Coresystems time capture software and the Coresystems eCommerce software – ePages a B2B and B2C eCommerce solution for SAP Business One. Coresystems field service software utilises the power of SAP Business One to deliver providers of technical field services a complete end to end business system.
- Resource & route planner
- Time & expense tracking
- Material Management
As an industry leader it is built with modern Web technologies, and works on mobile devices freeing companies to deliver services, record and access information productively, efficiently and profitably. The system includes a whole host of reports, feedback, enquiries and assessments to streamline on-going customer service and equipment maintenance. Your resource planner can drag and drop service orders whilst creating optimal service call routes. It also manages scheduling of a field services team across Adhoc and scheduled appointments. A cloud based system, Coresystems is available on and off line on mobile devices, to help capture project or job times and travel, check past equipment service history whilst also obtaining sign on glass client acceptance of job completion.
Coresystems Connect allows you to create a branded customer portal where your customers can initiate a service request, on line, 24/7. Tag your equipment with a QR code and more identifiers if you choose such as RFID, NFC, BLE or iBeacon so your customers can simply scan their device to initiate a service request. The generated service request in Coresystems will provide your service manager with contextual information such as service history, customer ID details and equipment status streamlining the entire request to service delivery chain.
Technisoft Service Manager
Driving profits through an empowered service technician business unit for small to medium sized enterprises.
New and evolving technologies are having a major impact on how enterprises providing technical field services deliver their services opening up opportunities to significantly improve customer service levels whilst reducing the costs of service delivery.
Technisoft provide system users a wealth of information regarding supplier, model and employee performance metrics and assists field staff deliver services based on predefined checklists and technical data sheet information. Technisoft also provides system users with a solution knowledge base.
Typical Challenges for Technical Service Businesses
Owners and service managers of technical services businesses often express frustrations around a lack of control and visibility over:
- Resource Scheduling
- Spare Parts
- Return Authorisation Management
- Warrantees & Maintenance Contracts
- Client confirmation of work carried out
- Time billing
- Unproductive work
- Cost of servicing each client
Informative dashboards provide managers with operational statistical and financial information that supports informed decision making. Technisoft Service Manager also enables both tracking of projects and jobs, from a labour and materials basis and tracking of company owned assets. Customer equipment can be tracked by serial number and site simplifying servicing of equipment that changes hands.
Collecting payment on delivered services can be challenging at the best of times however with Technisoft Service Manager your field staff can obtain sign on glass confirmation of work leading to streamlined billing and account management. Of course the automated creation of invoices based on billable service activities or contracts is a must when seeking to drive operational efficiencies. Technisoft supports automated billing, on billing cycles, and manages coverage on contracts for labour and or parts. It also supports warranty and commissioning periods.
The Technisoft Service Manager suite for Sage 300 is a tier 3 ERP system designed for small to medium sized enterprises. Sage 300 accounting, inventory, purchasing, sales and banking and financials when combined with Technisoft’s Service Management modules creates a best of breed modular system offering deep and advanced business functionality for technical services companies.
The system offers the option for integrated best of breed Sage CRM, preventative maintenance, an employee Web portal, and customer portal and advanced scheduling as well as mobile PDA Web access for field staff and comprehensive integration with Sage inventory, purchasing, accounts payable and receivables, general ledger and payroll.
The Technisoft Service Manager suite for Sage 300 empowers field staff by providing Web device access to equipment history, customer account details, and stock information, Microsoft Outlook integration and Goggle Map travel directions. The CRM application rounds out the Sage 300 solution by adding deeper geographic, demographic and psychographic data capture to help deliver more targeted service and support whilst supporting business development efforts.
Technisoft helps service managers assign staff to jobs, reassign staff where jobs go longer than anticipated or when staff call in sick. Simple drag and drop and informative data via hover or right click helps managers make informed decisions on the fly.
CitySoft Consulting Group provides technical service providers solutions that incorporate preventative maintenance. 24/7 customer Web portal access, support requests, self-service and employee Web portal access, advanced scheduling and mobility modules that help produce highly effective scheduling and resource management and customer satisfaction. In turn the Sage Enterprise Intelligence applications enable companies to analyse their service, projects and jobs, accounts and inventory data for anomalies and opportunities to improve service delivery, cut costs and improve profitability.