Services Overview

For the following image, we will show a general service flow started from creating Service Order, to making goods issue and invoicing.

Services Menu

• Go to Main Menu >> Services >> Services

• Projects

• Can be used to follow-up your project work, track the jobs and tasks related to the project and to record time spent.

• Service Orders

• Are created to deploy service technicians for repair and maintenance.

• Service Contracts

• Are service agreements for regular scheduled  service and maintenance work on customer equipment.

• Service Items

• Are used to record installed equipment at your customer location for which services are rendered.

• Tasks

• Can be created and assigned  for each intervention.

Planning Menu

• Go to Main Menu >> Services >> Planning

• Resources

• Service resources (Service technicians) need to be defined to carry out service interventions. Location, service skills, and products  are to be configured for each technicians

• Resource Allocations

• Every service order can be allocated to one or more service engineers. The allocation of technicians checks the required skill level, location and product information

• Gantt Chart

• you can visualize the time allocation and planning of all your technicians

Time Keeping Menu

• Go to Main Menu >> Services >> Time Keeping

• Once the technician is allocated to carry out service work, actual time spent and transport costs are updated on a daily basis.

Support Menu

• Go to Main Menu >> Services >> Support

• Customer requests are entered in the system by creating Issues. These request can be made via mail, telephone, by customer or requested by other staff within the company.

Reports Menu

• Go to Main Menu >> Services >> Reports

• A number of service reports analysing labour and service order statistics are available. The reports allow you to follow-up the profitability of each service order and the productivity and occupancy of your service technicians

Settings Menu

• Go to Main Menu >> Services >> Settings :  To configure service module, a number of settings are to be configured

• Service Types

• Used to categorize each service order created.

• Applications

• We can mention an application type on each service item created.

• Skill Levels

• Used to identify staffs’ skills for different level and also to mention a skill required for each service orders.

• Service Order Templates

• Used to predefine spare parts and labors used in a service order

• Service Contract Templates

• Used to predefine service order templates, service item counter and labor cost used in a service contract