Field Service Management Solution

 

Field Service Management Solution

Field Service Management Solution a powerful, intuitive Sage CRM based Service Management Solution that can help Service Departments and Companies to meet SLAs, get client issues resolved fast & efficiently, ensure service team productivity and timely renewal of contracts.

Whether your team are onsite with a client, processing contract renewals, assigning jobs, inputting job details or uploading customer reports Enbu's Service Management Solution will help you take the pain out of managing them.

Greytrix's Service Management Solution integrates 4 end user applications to allow for consummate:

Resource Planner is a visual representation of all available resources. Each resource will have allotted time slots aligned vertically, displaying the time of day, creating a resource Time Box. (The Time slots are configurable).

 

 

Contract Manager

The dashboard provides a convenient launch point for all of your favorite activities within the system, and automatically displays the information that needs to be in the centre of your radar each day. Each user can have their own individual dashboard, or you can have a team dashboard, you can display contract status, open tasks, searching, and reports (spending patterns, expiry dates etc). The dashboard can also include a calendar and individual alerts for expiring contracts and task deadlines.

 

 

Budget Planner

Each budget owner is provided with an expenditure limit per item. This limit is set in the Administration section under Users. See Documentation. Having created a new line item, See 3.6 and if the line item Amount is greater than the configured Budget Manager limit, the Budget Manager is prompted with an approval notification.

 

 

The Budget Administrator is presented with a panel containing information about the new line item requested. Actions buttons from the Drawdown Workflow allow the new Approval request to be either Approved or Denied.

 

 

CRM Mobile Service Signature enables Consultants to get approval and actual Client sign off of a Job, while still on the Client site. The Client can see the details of the Job listing on the Consultants mobile device and sign off the job sheet, on the touch screen, there and then.

Seamlessly integrated with Sage CRM, the Job Sheet is then automatically saved to the client file in CRM, along with the attached client signature. Mobile Service Signature is compatible with Android Tablets and Phones and the iPhone/iPad.

Mobile Service Signature is compatible with Android Tablets and Phones and the iPhone/iPad.

 

For more info visit: http://www.greytrix.com/  or write to us at crmproducts@greytrix.com or *call us at +1- 888-221-6661(US) or 800-032-2374 (UK & Europe) or +91-22-6768 7800 (India HO)

*The support hours vary based on Geolocation. Please give us 12-24 hours response time for phone or emails.

 

 

Comments
  • Field Service Management Solution

    Does this application require CRM 7.1? Also - does it require the integration of the previous version of Service Manager to operate effectively??