Field Service Management features provided by Logix are incomparable in mid-market ERP solutions. The Service Management module was developed based on processes in one of the world's largest service providers in the satellite communications industry. Utilizing information and history available at all points along the Customer Relationship Management process provides Logix users the capability of -
- Full Call and Ticket tracking
- Full Return Material (RMA) system, including Quoting
- Third-party labor and event tracking and financial management
- Service Agreement management
- Command Centers that summarize key information about work elements
Advanced Features for third-party field services management quickly and accurately provides support for -
- Technician Management
- Reporting and Metrics
- Certifications and Qualifications
- Authorization Status
Scheduling and Dispatch
With its graphical view and drag-and-drop functionality, the Call Scheduler makes scheduling service calls a snap. Scheduling a new call is as easy as focusing on the Call in the call list, placing the cursor at the desired Start Date and Time for the Supplier/Technician you want to assign the Call to, then dragging the mouse to the desired End time. The Scheduler automatically draws the schedule bar and places the correct Start date and time and End date and time in the Call record, as well as in the Supplier/Technician schedule. You can right click on the Appointment bar to print a Call traveler, Email a Call traveler, open the Call form to see more Call details, open the Site form to see more Site details, or cancel an Appointment.
Site Management
Logix Site Management tools provide the ability to track Customer, Contact, Product, Related Documents and Event Actions and History.
Service Call Accounting
Logix provides a full set of quality control processes for Call Closeout and Billing. Customers and revenue no longer fall between the cracks. Define specific business rules to validate calls before closure to ensure that calls are closed properly and billing (if required) is completed.
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