Field Service and Work Order Software
Increase customer satisfaction while reducing overhead by improving the way work orders or field service calls are created, scheduled, executed in the field, and invoiced.
Field service/work order software allows you to:
- Increase customer satisfaction with a competitive view of your customers from initial sale and installation through a lifetime of service
- Easily drag and drop to adjust work schedules allowing for new or emergency work
- Streamline the management of maintenance contracts with automated quoting, invoicing, revenue recognition, preventive maintenance scheduling, work order creation with tasking and tracking of master and individual contracts per location
Strong document management capabilities allow you to easily retrieve documents stored in various formats containing warranty information, maintenance records, CAD drawings, specifications or manufacturers’ operating and maintenance manuals. With the “drill-down” and “drill-around” capabilities you can quickly access source documents or comments for any equipment or asset record, contract, work order, or installation, allowing your staff to deliver prompt, informed service and efficient, accurate customer invoicing.
Portals used in conjunction with field service/work order software allow you to define many options for the sharing of information with your customers including: views of service call history, location equipment, maintenance contracts, notes, documents and the ability to create new service calls.
The following roles can benefit from using WennSoft solutions in the following ways:
- Service Dispatchers – Have easy access to an up-to-date technician calendar to efficiently schedule service calls, balance workload, and manage travel time and costs.
- Sales Representatives – Can view project or contract history, allowing them to develop thorough, accurate quotes that help ensure customer and financial goals are met.
- Customers – Can view their company account and easily submit service calls, see service history, view their equipment and review maintenance contract information.
- Sales and Service Representatives – Can create purchase orders, create new appointments, document additional service or sales opportunities, and e-mail or print appointment summaries.
- IT Managers – Can leverage familiar, easy-to-deploy and maintain Microsoft technologies to enable secure, real-time collaboration with customers and staff that help streamline operations and reduce costs.