MYOB Advanced

Field Service

For MYOB Advanced users, the Field Service Module delivers a complete set of functionality for field service operations: from Service Management to Equipment Maintenance.

Streamline processes. Reduce response times. Lower costs. Increase revenue streams and boost customer satisfaction levels.

Gain the competitive advantage with the brand new Field Service Module. 

MYOB Advanced

Field Service Module

For MYOB Advanced users, the Field Service Module delivers a complete set of functionality for field service operations: from Service Management to Equipment Maintenance.

Streamline processes. Reduce response times. Lower costs. Increase revenue streams and boost customer satisfaction levels.

Gain the competitive advantage with the brand new Field Service Module. 

Service Management

Optimal Route Planning

Optimise routes for appointments filtered by different criteria. Include notes of required resources – equipment or machine for each service person. Dispatchers can respond to problems as needed, minimising drive time with changes instantly made available on the field technician’s mobile device.

Inventory Management

As tools and parts are generally spread across warehouses, the Field Service Module lets you control and track these locations and costs. Inventory and purchasing are integrated so replenishment orders can be sent to specific locations easily. Dispatchers can then schedule installation appointments.

myob advanced module

Service Contract Management

Recurring service contracts are a main source of income. Visibility on renewal dates for each contract helps preserve the revenue. Dashboards can alert the service team of expiring contracts. Create and manage multiple service schedules by using the Schedule Calendar Board.

Features and Capabilities

Expedite assignments

+ Capture service needs and access customer information, product history, and resources
+ Shorten time between initial call and job assignment

Track resources

+ Track resource commitments
+ Match tasks to best available resources
+ Generate work orders automatically.

Optimise schedules

+ Schedule the right people at the right time with the right skills to perform work
+ Create daily or weekly schedules automatically

Mobile service management

Keep your staff connected through any browser-enabled device or using the native mobile Android and Apple iOS (iPad) app. Offer them access to service information and customer data from anywhere at any time.

Emergency Service Calls

Use visual tools to add unplanned service calls. Find out how changes to planned routes will affect the team with the least amount of impact to the planned schedule. Have the new service order sent to the technician’s mobile device.

Equipment maintenance

Record the history of equipment or machines installed at each customer site and track repair parts in stock. MYOB Advanced stores the equipment records from quoting through order, delivery, installation, and service work in the field. Information includes manufacturer, model, configuration, and scheduled preventive maintenance orders. Customer equipment can be associated to recurring schedules and contracts in MYOB Advanced Customer Management.

Warranty management

Establish warranty offers for your customers, specifying which parts are under warranty to avoid confusion, mischarges, and objections. Multidimensional contracts (different warranty periods for different components of the system) help to track warranties from sales to repair in the field, specifying what is covered and what is not. This helps ensure billing accuracy and improve customer satisfaction.

Dashboards and business intelligence

Create personalised dashboards with rich visuals to track progress and spot trends as they happen. MYOB Advanced’s business intelligence can also leverage Microsoft Power BI to deliver insights from multiple data sources.

Team approach to sales and service

From marketing, quoting, bidding, to installing and field services, the customer information is visible throughout the organisation providing a 360-degree field of all customer interactions. When selling equipment, the installation appointment can be scheduled while the user is in order entry.

Track project costs

Field Service Management is not just for small projects. When the installations are very large (tasks, people, or equipment), all the costs (time, materials, and expenses) of each phase of the project are tracked in MYOB Advanced Project Accounting. Compare actual project costs with original and revised budgets in real time.

Equipment Maintenance

Track the details of equipment maintenance at your customers’ locations

Track all details of equipment and products installed at your customers’ facilities by make and model. Define schedules for preventive maintenance service orders and associate them to recurring maintenance schedules or contracts.

Enhanced service management functions

The Equipment Management leverages the functionality in the Service Management application that creates schedules and dispatches field staff, generates service orders, tracks staff skills, and invoices field service work. Equipment Management is an optional component of the MYOB Advanced Field Service module.

Inventory Management

Tools and repair parts are often spread across multiple warehouses and equipment. MYOB Advanced Field Service module lets you control and track these locations and costs. Since inventory and purchasing are integrated, replenishment orders can be sent to a specific location and, when the parts arrive, dispatchers can schedule service installation appointments.

Better information leads to better decisions

+ Integrate field service operations, projects, order management, CRM, and inventory management.
+ Provide all required information to generate service appointments from Sales Orders or CRM Cases.
+ Gain better business insights by combining automated processes, accurate data, financial analysis, and forecasting capabilities.

In the cloud and mobile

+ Access routes anywhere, anytime, from any device. All applications are web-based, giving users unlimited access to the system from any location.
+ Enable field staff to plan for upcoming appointments and routes along with access to the information necessary for the next call, including last-minute updates.

Warranty tracking

+ Improve customer satisfaction by tracking warranty classes according to models of equipment.
+ Prevent needless customer invoicing of parts and labor when the work is covered under warranty.

Equipment maintenance inventory

Maintain all details of equipment and products installed at your customers’ facilities by make and model.

Preventative maintenance schedules

Define schedules for preventive maintenance service orders and associate them to recurring maintenance schedules or contracts.

Appointment generator

Generate appointments automatically for all service contracts with equipment maintenance requirements.

Service templates

Create templates for a predefined set of services. For example, create a template for the cleanup and calibration combination for HVAC equipment.

Master contracts

Combine multiple contracts by customer.

Warranty management

Establish warranties specifying the specific items under warranty to avoid confusion, mischarges, and objections. Classes can be mixed on the same service order, for instance, a two-year warranty on parts and a one-year warranty on labor.

Invoicing

Capture and invoice for all parts and labor related to the services rendered.

Service parts

Provide access to service parts inventory and automated sourcing.

Mobile service management

Send updated orders and appointments to any mobile device.

Contact us:

To further discuss the Field Services module for MYOB Advanced, fill out the contact form and one of our team will get back to you.

You can also call 1300 553 228. We look forward to hearing from you.