Optional Module
Service Management Software
ABM Service Management is ideal for service companies who supply on-site service to their clients. It applies to a wide range of service industries such as equipment servicing, monitoring, field engineers, security, on-site services, tradesman, etc. The system allows tracking of a firm’s personnel by time expenditure and revenue, monitors and dispatches calls to mobile personnel, logs client service history, and provides customer billing and reporting functionality.
Features Details
Call Dispatch
Receive incoming service calls and collect all necessary information, including priority, charge, general and technical details, before relaying directly to the appropriate engineer or department. Engineers can be fully aware of a client’s history, as well as trace a call from initial logging to completion.
Full Installtion & Services History
Archive every installation and service including contract details, components installed, warranty details, service work, travel time, floor plans or layouts, call type, engineers assigned, and more. Retrace work history and use to reprint invoices or utilise the information for current jobs.
Stock Control & Tag Links
Integrate with accounting inventory, as well as track items for each installation such as serial numbers, suppliers and warranty details. Special prices can also be implemented automatically for specific clients or suppliers
Invoicing
Create, and email, invoices for billing as well as a record under a client’s history for later retrieval. Generate automatic invoices for clients with maintenance or monitoring contracts according to billing terms, and easily view client account balances and credit limits.
Link to Document Scanning
Signed service dockets can be scanned quickly and efficiently into a central server to enable quick retrieval from a client’s history file. Other documents can be scanned and linked such as brochures, spreadsheets, emails, CV’s, etc.
Link to Remote Engineer
Engineers can have controlled access via 3G/GPRS, thus providing a paperless solution for saving time. Customers can confirm call completion through electronic signature and invoices may be created on-site if necessary.
Reporting
Produce reports on the service aspects of the business such as troublesome installations, engineer time and cost analysis, contracts status and service call costs
Tag Equipment Tracking
Track equipment on-site via Tag Numbers. Service calls can be booked to an account and the Tag Item itself, making aware if an item is still under warranty as well as tracking the item’s history of breakdowns
Mobile App
ABM Service Management is integrated with a companion application which can be install on iOS or Android