SAP Business One Field Service Overview

Field Service, MRO (Maintenance/ Repair/Overhaul) Software for Small and Midsize Businesses

Optimizing sales and service department potential is crucial for maintaining excellent customer relations. The SAP Business One application provides support for service, sales, and contract management, allowing you to proactively manage your customer interactions for maximum business gain.

SAP Business One is a good fit for companies that:

  • Perform installation or repair services on products you sell
  • Perform installation or repair services on OEM products
  • Perform warranty repairs for your products, or OEM products
  • Manage service contracts to customers
  • Perform project-based service work

SAP Business One handles support for service operations, service contract management, service planning, tracking of customer interaction activities, customer support, and sales opportunity management.

For a full overview, download the Services Management with SAP Business One PDF brochure:

 

SAP Business One - Complete Software Solution For Service Businesses

SAP Business One is a full business software solution for service-based businesses.  It contains accounting/finance, sales quotes & orders, CRM, purchasing, inventory managment, and vendor management in addition to this strong service functionality. 

Instead of running multiple point solutions, or trying to manage your service business with Outlook or spreadsheets - get a demo of SAP Business One for service companies.  Better manage customer service contracts, track spare parts inventory and labor used on service calls, and quickly summarize warranty and service against customer equipment.  With SAP Business One, you have a full solution across all elements of your service business.

SAP Business One Service Functionality

Service contract: You can create a regular support or warranty contracts for items or services sold to a customer in SAP Business One. The contract maintains the start and end dates, as well as specific terms of the contract, such as guaranteed response or resolution times.

Customer equipment card: SAP Business One for service provides technicians with detailed information about an item sold to a customer, such as a manufacturer’s serial number, replacement serial number, and a complete service call history. It also lists service contracts assigned to the item.

Customer equipment report: The software shows all equipment and corresponding serial numbers sold to a customer or a range of customers.

Service calls: You can view all service calls that were created, resolved, or closed on a specified date or within a range of dates. You can restrict the report to service calls for a specific queue, technician, problem type, priority, item, and call status. Or you can view only overdue calls.

Service calls by queue: You can track all pending service calls in the queue. The software maintains a call history related to a particular incident. You can monitor the status of calls and assign them to individual technicians or maintain them in a team queue.

Response time by assignee: You can follow the interaction between a customer and service and record the time necessary to respond to a single service call

Mobile functionality:  Service technicians can use the mobile functionality for access to your customers’ service contracts, your open service calls for today and more to plan your day’s work on the go. SAP Business One free mobile application lets you connect to the company database to view service calls that are open, see customer master data and service contacts, as well as dashboard analytics and reports regarding the service call backlog.

Ready to learn more about SAP Business One?

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