Enterprise software management solutions provided by CitySoft for the Technical Services industry
Fast-track growth with enhanced IT infrastruture that syncs your data flow giving you real-time inisight
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. One example of such a solution is Sage 300 Technisoft Service Management software for Technical Service businesses.
Service management software for SME’s
CitySoft offer a range of solutions that meet the needs of SME’s in the technival severice industry. The software systems seek to provide owners and service managers control and visibility into their business activities. Most times frustrations and complaints can be tracked back to a business software solution that was poorly implemented or the wrong system was intially adapted. 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.
The cloud field services system is specifically targeted at companies providing technical services. It manages scheduling of a field services team across Adhoc and scheduled appointments. A cloud based system, Core systems for a field services team is available on and off line on mobile devices, and will help organizations providing technical services to improve customer service and utilization.
The system consists of a resource and route planner, time & expense tracking, material management, & checklists and 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. Service technicians can use Coresystems field service software on line or off line to capture project or job times and travel, check past equipment service history whilst also obtaining sign on glass client acceptance of job completion. Materials can be reserved for jobs and ordered in for jobs and job quality can be managed through electronic job checklists. The Coresystems field service software handles scheduled and Adhoc service calls and offers client job creation via your Web portal.
The Technisoft Service Manager product for Sage 300 empowers field staff by providing mobile access to equipment history, customer account details, and stock information as well as CRM, appointment and scheduling information. Customer and employee portals provide an ideal vehicle for sharing data, requesting service and collecting electronic time cards. Optionally add in scheduled and preventative maintenance capabilities to round out the Technisoft Service Manager suite of software.
Technisoft provides system users with a wealth of information regarding customers, supplier; equipment, model and employee performance metrics and assists field staff to deliver services based on predefined checklists and technical data sheet information. Technisoft also provides system users with a solution knowledge base. Additionally Technisoft Service Manager enables project tracking and movement of equipment, as equipment is tied to a site, which in turn is linked to a customer. Contracts, warranties and preventative maintenance schedules further support post sale servicing and add on sales of parts, labour and consumables. Serialised inventory ensures comprehensive analysis of post sales service effort. Clear and concise graphical representation of jobs and resources supports the efforts of the service manager, to allocate the most appropriate resource to a job. With online access to jobs, SMS and email alerts, field staff will have greater transparency over their workload. With the ability to raise a product purchase order of items for a job from the field, manage van inventory and replenishment activities and to manage the full return material authorisation process field staff will be empowered to deliver optimal customer service.
Sage 300 To Extend Technisoft
With over a quarter of a million users worldwide, Sage 300 is one of the most successful SME ERP solutions. Sage 300 is a ‘best of breed’ solution providing advanced financials, distribution, reporting and accounting capabilities to SME’s.
Technisoft Service Manager has been specifically built for Sage 300 as an industry-specific solution to provide technical service providers with the tools and the information to profitably deliver customer service from a mobile technical services team. Technisoft Service Manager utilises all the strengths of Sage 300 in delivering technical service organisations with best of breed service manager capabilities.
The CRM application rounds out the Service Management solution by adding deeper geo, demo and psycho-graphic data capture to help deliver targeted services and support. Sage CRM aids communication with individuals and groups and cleverly records communications at service, person and company level with minimal administrative effort. Documents, emails and conversations regarding service, debt collection or sales opportunities are visible to your entire team responsible for customer service delivery.
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 intelligence and Sage Enterprise Intelligence applications enable companies to analyze their service, projects and jobs, accounts and inventory data for anomalies and opportunities to improve service delivery, cut costs and improve profitability.
Sage X3 for SMB providers of technical field services
Sage X3 Enterprise Management as a Web native application supports system access by field service personnel, utilising the latest mobile technologies to service history, equipment details including serialized items and parts, purchasing, account details, and CRM based activities, contacts and tasks such as booking a new appointment whilst on-site.
Control over your resources with accurate data insights.
The Sage X3 product foot print includes powerful after sales service management software that will streamline your after sales business services processes, improve stock control and people management, and help drive business profitability.
Service Manager incorporates customisable workflows for ‘do and charge,’ project and job related services, as well as equipment specific technical services. Configurable approval processes and alerts further streamline delivery efforts. Maintenance of a resources skills matrix helps with recruitment to fill current or pending gaps and scheduling of available resources.
Sage X3 supports better management of spare parts inventory, ensuring you free up working capital by maintaining an optimised parts inventory. Advanced equipment card creation from sales order entry aids with warranty, spare parts and after sales servicing of equipment.
An enterprise-wide solution for labour and product based project and job engagements; after sales service, billing, spare parts management, and warranty and maintenance fulfilment. Sage X3 supports sophisticated volumetric billing models and simple client entry, via a Web client, of consumption data that can trigger invoicing, service requests and consumables replenishment.
Sage X3 ERP version 11.2 now includes advanced projects and jobs management, & electronic timesheets, that expand upon the after sales equipment services functionality in standard Sage X3. Coupled with the expense management App, & low cost transactional user licenses, companies involved in the supply of technical services whether or not they include parts or time only billing and whether the services and or parts are assigned to a one off appointment or a larger job or project can now incorporate all their people and processes associated with service delivery.
Perhaps best of all, with Sage X3, company managers will have both control over resources and accurate timely information, that supports full recovery of and billing to clients for services rendered. The system will also deliver better stock management, resource scheduling and expense capture.
In addition to many of the functions you would expect from a ‘best of breed’ mid-market ERP software solution, Sage’s Service Management solution delivers an extended set of out-of–the-box business benefits.
Sage X3 Service Manager incorporates customisable workflows for ‘do and charge,’ project and job related services, as well as equipment specific technical services. Configurable approval processes and alerts further streamlines delivery efforts. Maintenance of a resource skills matrix helps with recruitment to fill current or pending gaps and scheduling of available resources.
CitySoft helps you configure Sage X3 to better manage resources, costs and people. The system supports better management of spare parts inventory, ensuring you free up working capital by maintaining an optimised parts inventory. Advanced equipment card creation from sales order entry aids with warranty, spare parts and after sales servicing of equipment.
Sage X3 is an enterprise-wide solution for labour and product based project and job engagements; after sales service; billing; spare parts management; and warranty and maintenance fulfillment. The system supports sophisticated volumetric billing models and simple client entry, via a Web client, of consumption data that can trigger invoicing, service requests and consumables replenishment.
Sage X3 ERP platform helps your business better manage project-based engagements. The project management tools will allow you to manage projects from design, through to completion, by providing a dual customer and operational view. This view is enhanced through centralization of all project-related components and events, as well as standardization of the associated processes.
Sage has used its experience working with the most successful Service Management companies around the globe to develop the tools to help you simplify project management processes, ensuring accurate tracking and situation intelligence to help you adapt to changing circumstances.
Measure a project’s financial performance in order to control jobs, assess their profitability, compare current and historic projects, and model projects and jobs for forecasting, quoting and scheduling purposes.
Extend With Dimo (CMMS)
DIMO Computerized Maintenance Management System (CMMS) for Sage X3 Enterprise Management, provides companies with an asset and facility maintenance solution encompassing effective resource planning for maintenance engineers allocation, spare parts consumption and booking of resources. DIMO software is designed to increase the availability and performance of equipment by decreasing downtime and failure of equipment. DIMO helps simplify asset management and renewal asset decision making by measuring the precise cost of ownership of assets.
DIMO CMMS software when connected to Sage X3, often with A.P.S scheduling, P.L.M. and M.E.S. functionality, includes asset maintenance schedules into production schedules for more accurate planning and forecasting and corrective maintenance management.
DIMO also assists with accurate cost accounting and asset management as well as helping co-ordinate HRM activities to reflect planned CMMS activities.
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