Technical Services

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.

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 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.

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.