Products & Services - Service Management

Service is all about being responsive to your customer's needs.  Equip-Soft's service functionality allows you to manage your equipment service operations more effectively which enables you to provide superior service, giving your equipment distribution business a competitive edge and improving your customer loyalty.

Features Include:

  • Contract maintenance by calendar period or hour-meter
  • Contract labor pricing
  • Predictive hour-meter scheduling
  • Service cycles for different types of services at alternating intervals
  • Ability for system to learn parts & labor required for certain types of work to provide suggestions when quoting
  • Ability to set standard parts & labor for specific job types to simplify quoting or PM’s
  • Track quote to actual for billing reviews, including quote revisions, archives, etc.
  • Service Wizard – simplifies work order creation
  • Preventive maintenance and total maintenance planning functions
  • Time entry for billable and non-billable hours
  • Resource skills, zones and preferences tracking for scheduling and dispatching techs
  • Colorful dispatch board with alerts for variety of circumstances
  • Multiple warranty tracking – assign work orders to active warranty type (i.e. emissions, transmission, bumper-to- bumper, extended, third party)
  • Warranty claim process
  • Flexible labor pricing and costing matrix
  • PO Wizard - easily handle sublet labor, or service tech generated PO’s