SAP Business One for Field Sales & Service Automation

CUSTOMER SATISFACTION & INCREASED SALES THROUGH EXEMPLARY SERVICE

Customers expect superior service. If they don’t get it from you, they will go elsewhere. Better, faster, more efficient field sales & service is the key success factor to keeping your client base happy, and winning new business.

It’s impossible to account for everything when scheduling sales & service calls and your technicians manually; SAP Business One for Field Sales & Service Automation makes it easy. Eliminate return visits and no-shows by improving service information management: cut costs and improve customer loyalty and satisfaction.

SAP Business One for Field Sales & Service Automation enables optimization of every facet of service delivery.

SAP BUSINESS ONE FOR FIELD SALES & SERVICE AUTOMATION

With SAP Business One for Field Sales & Service Automation your employees have all relevant information such as service orders, client details, and installed equipment at their fingertips – on and offline. Every activity or task can be guided and documented with dynamic checklists. Capturing time and materials on the go becomes easy. Finalizing a service assignment is simple and efficient with a streamlined checkout process and automated service reports. With the push of a button, employees synchronize all information to the enterprise backend systems.

Work anywhere: online and offline: Simply synchronize before you go on the field and work independently from mobile network coverage
Service orders: see all your scheduled service orders. Claim work hours, expenses, mileage, and material
Map: find your clients and get the direct route to the next assignment
Master data: view client details, installed equipment, service history, inventory, and prices
Reporting: use extensive and individual reports
Inventory management: use spare parts and materials while keeping inventories and car stock up-to-date
Barcode scanning: work with barcode managed inventory
Sales: create sales quotations and orders on the spot
Workflow: simply check-in and check-out on site
Quality: customers rate your service directly and can digitally sign the work reports
Checklists: work with checklists to profit from experience and ensure standardized processes. Document your work, add attachments, take and annotate pictures
Sign-off: field technician signs filled-in checklists to confirm completion
Teamwork: collaborate as a service team, coordinate your activities, and manage handovers with elaborated checklists
Multiplatform: the mobile service application runs on iOS, Android and HTML5

RESOURCE PLANNER

Service orders raised via phone, web interface, or email are managed in the service center. Scheduled installations and maintenance tasks can be handled in the same intuitive web interface where you can effortlessly assign service orders to your field service team.

PLANNING & DISPATCHING:

Plan ad hoc and scheduled service assignments
Group your field service staff based on scenarios
See their current location on the map
Check their availability
Assign service orders
Plan their routes

Comprehensive information to view:

Client details
Installed equipment
Items on stock
Resources
The service history per equipment

Publish & interact:

Synchronize your planned service assignments with your field service staff
Receive status updates while work is in progress

CHECKLIST DESIGNER

The checklist designer allows you to define checklists and easily deploy them to the field service employees. This empowers you to drive the standardization of processes and procedures across the whole organization. It is a straightforward way for you to provide guidance, work instructions, compliance and quality.

Create/edit: create and edit checklists with simple drag & drop features
Import/export: import and export functions for your checklists
Translation: translate checklists into many languages
Publish: publish checklists to field service staff