Service Pro



System Manager and Calls Center

 

Configure your system to the "optimal" efficiency possible through this module. Define your rules for handling everything from Field Service, RMA's to Warranty and Contract coverages for all the modules in your system. Track all Calls to and from customers, their problems, configurations, and entitlements

  • Establish Process Rules & Definitions
  • Calls Dispatch Board
  • Incoming and Outgoing Calls
  • Commenting with On-Screen Site Information
  • Call Codes include Call Type, Priority, and Reason (Complaint Codes)
  • See Billing Info and Unlimited Site Visibility
  • View Full Repair and Service Activity by Customer
  • View full Call History
  • View all Current Equipment at a customer's site
  • View Equipment Serial Numbers, Warranty Status, Contract Information
  • Assign calls to others by individual or groups
  • Create Cross Shipments, Sales Orders, RMA's, or Service Appointments
  • Email Technicians or Clients regarding a Call or other Issue
  • Identify Problem Equipment
  • View Pictures, Schematics, Manuals associated with the customer's equipment
  • Schedule Field Service Technicians
  • Make intelligent decisions as to action options
  • Report on frequency of repairs/calls, call durations, turn-around times, and much moreƖ
  • All User-Defines Codes Used for Trending
  • Document Management and Configuration
  • File Management 
  • Inventory Lookup
  • User Preferences
  • Crystal Reports Engine
  • System Security
  • Specialty Solutions Administration


System Manager and Calls Center

Service Processing and Order Desk

RMA Administration and Repair Center

Service Contracts and Asset Tracking

Inventory & Advanced Serial/Lot Number Processing

Customer Management & Commissions

Chart of Accounts and GL Distribution

Specialty Solutions

Pricing

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