7 Ways Sage 100 ERP Users Can Streamline Field Service Management with Service Pro®

Hottest Field Service Management Trends for 2014

How best-of-breed field service software, integrated with Sage 100 ERP, can help field service organizations think outside the confines of the office building.

Field service is inherently mobile. Workers, parts, vehicles, and information need to be scheduled, transported, and tracked as they move from place to place. With these mobile needs in mind, service organizations need more than just back office accounting software to compete in an increasingly technological workplace.

Many successful service companies have discovered that when two powerful systems– like Sage 100 ERP, formerly Sage ERP MAS 90, and Service Pro by MSI Data—integrate and work together, they create a match made in heaven for increased service revenue and all around business success.

So you’re already using Sage 100 ERP? Great. Let’s build on that.

Here are 7 ways Service Pro can help Sage 100 ERP users manage their service departments:

    1. Run your organization like clockwork by efficiently managing contracts

    Managing contracts is at the core of strong service management. Service orders and contracts involve parts and labor as well as warranty, preventive maintenance, service level agreements (SLAs), renewals, and scheduling.

    With Service Pro, techs can track and record their time, parts, tasks, and other contract details against an equipment asset and work order, and sync that data into your billing system upon work order close-out.

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    2. Think outside the box (i.e. building)—Mobile technician apps for iOS, Android, or Windows smartphones and tablets

    ERP systems are designed to serve businesses that exist within the confines of a building. Field service, however, inherently lives outside the office, which is why it’s so important to have high functioning mobile software that runs natively and works offline.

    An always-connected mobile field service app that can run on multiple platforms connects technicians and the work they’re doing with the scheduling and service management, in turn creating a more connected, more accountable team.

    3. Schedule the best technician every time

    According to a recent Software Advice BuyerView report for field service, scheduling/time tracking is the number one must-have for service organizations investing in software. While ERP systems can perform general scheduling tasks, service organizations need additional functionality to get the right tech to the jobsite with the right skills and tools.

    Service Pro connects to centralized service scheduling software so schedulers can make rapid work order scheduling decisions and assignments based on actual technician location, availability and skill set.

    Service Pro Visual Scheduler

    4. Give customers the right bill right away with automatic labor-based quotes

    In the Service Pro mobile app, tech labor information automatically syncs with the work order and integrates with payroll to create labor-based quotes for billing customers, which accelerates the service to cash cycle.

    5. Know the ins-and-outs of your organization with real-time service data

    Data-driven decisions are better than educated guesses, and real-time data is better than month-old data, or worse. This morning’s field work can become this afternoon’s business intelligence with Service Pro Mobile.

    One way to take advantage of Service Pro’s data-collecting capabilities is to use service technicians’ privileged position at the customer site to gather competitive, business development and other intelligence that can propel your service business forward.

    collect and analyze data with service pro service portals

    6. Impress customers by equipping techs with service and equipment history

    Equipped with customer, service, and equipment information right on their mobile devices, techs can make sure customers are informed or even make crucial preventive maintenance sales on the job site.

    Since they know the equipment’s service history in advance, techs can plan what parts they need before entering the work site. With better inventory management, you’ll achieve higher first-time fix rates and better customer satisfaction than if the tech had to return to the back office to retrieve parts.

    7. Eliminate surprises by tracking equipment asset and warranty information

    Nobody likes surprises when it comes to their finances or managing a business. To avoid surprises for you and your customers, Service Pro’s asset tracking capabilities keep techs informed about warranty information, service and repair history, and other important details about the asset.

    With this information, you stay organized, your field tech sounds more informed, and your customer is happy since she receives service at the price she expects.

Do It All with Integrated Field Service and Back Office Intelligence

Service Pro’s integration with Sage 100 ERP, formerly Sage ERP MAS 90, gives you an all-in-one system so you don’t have to choose between elite accounting technology and a top-of-the-line field service management application. Service Pro and Sage let you have (and do) it all!

7 Best Practices for Choosing New Field Service Software

There are many reasons service organizations are prompted to review, purchase and implement new field service management software. Here are several tried and true methods you can use to organize the buying process, eliminate the unexpected and significantly increase your chances of success with your new software.

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