Advanced. Field Service 1

Transcription

1 Advanced Field Service Field service management software for growing businesses Service Management Made Easy Field Service 1

2 Advanced Field Service The UK s largest dedicated field service software provider Advanced has over 20,000 customers and prides itself on developing long-term relationships with them to ensure we meet their evolving needs. Therefore you can be confident of receiving the highest levels of service and technological innovations that will give you an edge over your competition. Our leading range of easy-to-use service management software will give you the power to concentrate on the management of your business, secure in the knowledge that you re in safe hands. Our software will help you: Increase efficiency Improve productivity throughout your entire operation Gain unprecedented insight Get access to critical management information Eliminate paperwork Streamline administration processes Improve customer service Enhance service quality and communications Increase resource utilisation Automate manual tasks Shorten response times Tighten Service Level Agreements (SLAs) and avoid nasty penalties Reduce time to invoice Improve cash flow and increase service revenues Optimise stock Reduce inventory and unlock working capital Get greater control Over both service calls and field staff Comply with legislation And industry specific regulations Right engineer. Right place. Right time. The Advanced team was extremely committed in their support, during the installation, set-up, commissioning phases and, importantly, post implementation. Music Marketing Services Leading service supplier of audio, video, lighting and voice communications 2

3 Industry solutions Advanced Field Service solutions are used by businesses across the UK covering a wide range of industry sectors. We work closely with our customers to ensure we understand the challenges your specific market faces and to provide a service management software solution that delivers what matters most to you. Industry sectors include: Access & access control Automobile & garage equipment services Building control & maintenance Catering & equipment servicing Cleaning & equipment servicing Domestic appliance servicing Dry cleaning & laundry equipment Engineering inspectorate & surveying Fire equipment & services Gas service & appliance maintenance Heating, ventilation & air conditioning (HVAC) Lighting & signage installation/maintenance Manufacturing equipment & machine tools Medical, laboratory & scientific equipment Printing & print finishing equipment Telephony, telecoms & radio equipment Power generation & batteries Security & alarm systems Tailored to the unique needs of your business, our team of experts will work closely with you to assess your individual requirements and ensure you have all the essential features you need to drive efficiency throughout your service operation. No matter what industry you operate in... Advanced will give you the power to: Manage field service and site-based labour to optimise time and skills routinely and when responding to emergencies Equip front-line operatives and engineers with essential information on the move, such as location, call history and parts needed Manage back-office functions to ensure that competitive services are delivered at a profit 3

4 Key features Advanced Field Service offers a wide range of comprehensive features, to give you a fully integrated, end-to-end solution designed to keep your service operation running smoothly. Call/job management Acting as your main hub for customer enquiries and field service technicians, Call Management presents you with a whole host of options for placing and managing jobs in your system: Full functionality for call logging, dispatching, monitoring, processing and closing service calls Active monitoring of key performance indicators (KPIs) and SLA adherence via automated alerts Ability for your customers to log and manage their own jobs directly into the system, with no re-keying of data required reducing costs and streamlining processes Web-based virtual call centre options also available Scheduling & mapping Make real-time scheduling, including real-time appointment booking, a reality: Take in new work, view, manipulate and rearrange jobs, and send updates via your mobile solution View potential jeopardy issues and monitor job progress as engineers become committed to working on them Assisted (standard) or fully-automated (advanced) scheduling options available: Assisted scheduling: Routed maps with multiple engineers and days Group jobs (i.e. by geography) Drill down to find engineers with the capability and capacity to do the job (i.e. filter by skills, customer recommendation, area management) Fully-automated scheduling: Schedule on a granular level Drip feed jobs down into much tighter slots than ever before (i.e. by time slot, appointment booking, as and when received) Real-time, in-day scheduling via GPS to handle emergency jeopardy jobs Capacity planning and engineer gap analysis (i.e. by engineer numbers, skill sets) We have seen significant cost savings and revenue benefits which we can attribute directly to our field service management solution. Bullwell Trailer Systems Mobile repairers 4

5 Mobile Gain full traceability of every job and every message sent from your mobile device: Full support for multiple mobile devices, including smartphones, PDAs, tablets, notebooks and laptops Provide your field operatives with all the core functionality and real-time information they need out in the field, with fully- or self-managed system options Remove hard-copy paperwork and replace with real-time, on-site, electronic technician management information, including automated timesheets, parts control, customer signature and photo capture Customise forms for industry specific information or to suit your individual business requirements 5

6 Accounts integration Gain tight financial control and complete visibility from one integrated software solution. Integrates with many popular industry finance packages, including Exchequer and Open Accounts: Powerful back-office business and accounting system designed to drive efficiency throughout your organisation Manages all transactional activity including customer and supplier management Includes general ledger, general ledger views, cashbook, sales and purchase ledgers, ebanking and payroll Billing is now an almost instant process. We ve completely eliminated the previous delay of up to three weeks. Montgomery Refrigeration Provider of total refrigeration solutions 6

7 Contracts Get full visibility of your contract profitability and tighten controls over your SLA management: Create, manage and store contracts and client agreements Attach SLA documentation and set up different SLAs by priority Set up automatic notifications to alert you when renewals are due Automatically repeat bill and identify opportunities for contract renewal uplifts Planned preventative maintenance (PPM) Minimise customer downtime and establish your reputation as a customer service leader with comprehensive PPM functionality: Automate PPMs and mass schedule jobs Schedule different types of servicing, major or minor jobs Set multiple PPMs on one job Run reports and monitor which jobs have, and have not, been completed Projects & installations Gain full control over your portfolio and ensure you deliver every project on time and on budget: Manage all aspects of your business including contracts, projects or large installs Create a centralised store of accurate data on your clients, contacts and suppliers Create estimates and sales orders Track phase, material, labour and sub-contractor budgets vs actuals Advanced was invaluable in helping us to demonstrate that we have a level of service capability which the opposition simply could not match. Weblight UK s largest independent lighting contractor 7

8 When a job comes in, we can allocate stock straight away, generate any purchase orders, run reports to show what the costs are related to the job, do stocktaking...it s all done through Advanced. 8 Barry Bros Security Leading security specialists

9 Job costing Instantly view the most profitable (and least profitable) areas of your business, control costs and fully optimise your time and resources: Analyse where time is spent on which activities and by whom Accurately track all costs for calls/projects View costs and analyse job profitability Produce engineer cost reports and analyse work in progress Parts Optimise your stock holdings with a fully integrated, multi-location stock management system: Place parts sales orders, purchase orders and receipts Monitor van stock levels, parts usage and serial number tracking Automated re-ordering and stock replenishment Fully integrated with mobile data Invoicing Improve your cash flow and shorten the billing cycle with efficient, automated invoicing: Reduce time to invoice through automatic invoice generation Fully integrates with other systems so you can choose to invoice either directly from your field service solution, or from your chosen finance or ERP system Handles complex billing structures, rules, schedules and charge codes (i.e. sizes, parts, rates, labour, distance, time) Multi-currency options available Web enabled access Secure, real-time business critical information is now available to both office-based and field workers: Increase response times by accessing your field service solution at any time via the web Create jobs, view history and report on KPIs Allocate and manage work to subcontractors Give your customers and contractors access to their own live information with user-defined web portal options: Customer web portal: Log and view status updates on their jobs Access their document library (i.e. contract agreements) Run a range of interactive reports on their data Contractor web portal: View jobs assigned to them Ability to update and close down jobs Analytics Our range of online analytical dashboards and highly configurable management reports, give you unprecedented insight into your most, and least, profitable activities, including: Analysis of calls by equipment, site and efficiency Costing of jobs and engineers Performance and productivity of engineers KPI reporting The system is robust enough to handle what we demand. We have a clearer view of our all important stock and van stock. Miller s Vanguard Specialist maintenance provider of bakery and catering equipment 9

10 Additional modules With our range of optional modules you can tailor your service management solution and add new modules, as and when you require them, to meet the exact needs of your business: Vehicle tracking get accurate, real-time information on the location of your field resources. Satellite navigation, driver identification using radio-frequency identification (RFID) tags, and driver panic buttons are all available Data distribution automate the production of messages, whether text, fax or , to your customers. Confirm appointments, automate job sheets and set up alerts (i.e. management reports, internal SLA monitoring) Mapping assisted engineer scheduling and routing. Plan the most efficient route to maximise your engineers time, reduce mileage and lower fuel costs Computer Telephony Integration (CTI) make outbound calls, register all incoming and outgoing calls, and identify who is on the call Card payments take credit card payments and pre-authorisations Address look-up input postcode for full addresslook up and reduce the time taken to add new jobs on to the system Accounts/ERP integration as well as Exchequer s award-winning accounting solution, you can also choose to integrate with other third party accounts or enterprise resource planning (ERP) solutions The right solution for your business Our portfolio of leading service management software solutions enables our clients to get the right engineer, to the right place, at the right time! Siclops The complete enterprise service management software system. Available on the cloud or on-premise, Siclops is a fully integrated solution that manages the whole process from sales lead to invoice. It s the ideal choice for any company providing installation, service or maintenance using field, site-based, workshop or subcontracted labour. Service Director Market leading service management and accounting solutions. Service Director is a comprehensive, out-of-the-box service management software solution. Tailored to meet the unique needs of your industry, it is suitable for all types of dedicated service companies. Siclops LIVE is a huge advance for Siclops. It gives the system a modern look and added functionality. Linaker Nationwide mechanical & electrical maintenance specialists 10

11 Advanced has all the functionality that we require to extend its use into all applicable areas of our field service management. It does and will continue to save us time and money. Mulmar Market leader in the supply, installation, maintenance and service of coffee machines 11

12 Comprehensive service from the market leader Every step is taken to ensure a trouble-free installation. As a client, you will be assigned your own project manager to discuss your individual requirements and to advise and guide you and your team through the whole implementation process. Dedicated training & support Comprehensive training is one of the cornerstones of the Field Service experience. We will aim to get your teams up to speed as quickly and efficiently as possible with minimum disruption, improving your productivity and overall business performance. Our team of skilled support technicians are on hand to ensure that you maximise your return on investment and receive exactly what you need from your system, both now and in the future. We will take the time to ensure that you are confident as well as fully competent before go-live, to ensure a smooth transition, limit your need for support and ensure you gain a rapid return on your investment. A wide range of professional training and refresher courses are also available to ensure your users continue to get the very best return from your solution, right from day one. Bespoke training services can also be held on your site, tailored to help you solve the specific business challenges that you face. Development services To help you get even more from your investment, we can also assist you to: Integrate your Advanced solution into 3rd party systems Streamline processes and data flows Define management reports that work for your business Load and cleanse your data Find out more Contact us today to speak to a consultant fieldservice@advancedcomputersoftware.com Advanced Field Service Solutions Ltd, trading as an Advanced Computer Software Group. All rights reserved. 12