Field Service Management Software

Do your customers have high expectations and demand the best possible service?

Dealer CSM DCS's Service Management Software is designed to effectively manage all aspects of a service business, including the management of service calls and equipment maintenance, incorporating variable contracts, serial number tracking, service billing and profitability. Call logging, hotline support and a powerful knowledge-base make this database a must for all field service organisations.

Global Equipment Register

The Service Management's global equipment register contains all customers' equipment, with quick find and sort facilities using the in-house reference number, or manufacturer's serial number. The detailed manufacturer's specification can be modified with any special modifications; items can be transferred between customers and ultimately recorded as scrap when they come to the end of their useful life.

Loan Equipment

A complete list of loan equipment is maintained and loan equipment can be assigned to a job or a customer. A loan search and report can identify the last location of any loaned equipment, and a loan charge calculated for non contract customers.

Contracts

Records the equipment contract details along against each customer and manages the contract invoices and renewal dates. The contract renewals are reported for manual adjustment prior to being activated monthly. The contract renewal invoices containing a schedule of equipment covered and the contract period are batch posted to the accounts Sales Ledger, and then can be printed in Exchequer, Opera or Sage.

Maintenance Calls

Records and manages all maintenance calls. Records the problem and solution along with parts used and engineer's time. The information provides the details for recording against contract revenue and for invoicing non-contract calls. Part billing can be made. The summary screen can be sorted by item number to view individual service history, and a report obtained on all service calls and their costs between any dates.

Call Manager

Entries made on the service call screen instantly update the service manager's screen, highlighting, by colour, contract, non-contract and priority calls. The service manager is able to allocate engineers and sort the records into order of priority. Call sheets can then be printed or e-mailed to the appropriate engineer. Calls can be scheduled into engineer's outlook calendars and the calls then routed using Microsoft's MapPoint.