CRM Field Service

  • Deliver exceptional field service.
  • Manage service orders, warranty and maintenance contracts, dispatch scheduling, RMAs, inventory, and billing.
  • View maintenance schedules and assign appropriate technicians to service orders.
  • Improve customer satisfaction by managing inventory and labor to avoid delays.
  • Trace issues by Part ID, serial number, or service contract.
  • Enter service orders and search customer records quickly (search by contract number, serial number, or Part ID).
  • Auto-generate invoicing and assign charges to the General Ledger.