A multi-module management system designed by MSI Data.
Service Pro, MSI Data’s flagship field service software, provides an easy to acquire and easy to deploy solution for managing all aspects of enterprise wide service management, including call center, dispatch, contracts management and spare parts inventory; scheduling optimization and routing; full accounting system integration; and true mobile applications for the workforce, including inspections, field service and field sales.
The field workforce automation solutions offered by MSI Data are designed to make transformative gains in field workforce productivity, while being easy to acquire and easy to deploy.
MSI’s solutions include a combination of proven software applications that are easily configured, and integration to ERP, CRM and other home office systems.
Whether your field workforce consists of 25 or 2,500 service technicians, field workforce automation solutions from MSI Data will boost workforce efficiency and effectiveness, on your choice of iPad, iPhone, Android or Windows tablet or smartphone devices.
Intended for larger companies where business processes dictate approvals are required on particular transactions before allowing the transactions to proceed. Flexible State configurations and audit trail are available.
Service Contracts are as important, if not more important, than the initial sale. Managing contracts, however, can be a clerical nightmare and, if not maintained properly, can result in lost revenue and poor customer service. Service Pro provides support for two key areas: creation and tracking of customer equipment and creation and maintenance of service contracts.
If your company issues service contracts and/or wants to maintain a comprehensive database of equipment located at your clients’ sites, this module makes it easy to do so. The asset-tracking functions not only help in the service operation but also can be used as a marketing tool to send correspondence about new products, upgrades, etc. to existing clients.
If your organization has responsibility for informing clients of recalls or who want to maintain services notices, this module is a necessity.
Configure your system to the “optimal” efficiency possible through this module. Define your rules for handling everything from Field Service, RMA’s to Warranty and Contract coverages for all the modules in your system. Track all calls to and from customers, their problems, configurations, and entitlements.
Automatic credit card information storage and processing will be available in most of the modules of the Service Pro Standard and Gold Systems. You can accept credit cards for such things as telephone support, service dispatching, sales, RMA repairs, etc.
Takes out the tedious and time-consuming task of allocating contract (entitlement) revenue every month. Accounts for the liability of a contract sale and then monthly will reverse the liability and recognize the sale.
Assign ECN’s for certain models or part numbers and /or certain serial numbers. Generous commenting gives you the ability of writing or copying virtually unlimited instructions with every ECN. When a Returned Item on an RMA qualifies for an established ECN, the user is periodically reminded on-screen that the ECN(s) is required.
Service Pro provides an easy to use inventory management system with multi-warehouse capabilities. The streamlined process allows quick and easy maintenance of multi-digit alphanumeric part and serial numbers.
Have a need for lot number processing? Service Pro provides support for that method as well, including support for serial numbers within lot numbers.
Does your organization manage various costing methods? If so, Service Pro supports multi-costing methods as well as the ability to monitor and re-order stock based on prior or projected usage. Service Pro provides dynamic updates to inventory for quanity-on-hand, re-ordered quantity, quantity allocated, and net available.
Your customers have higher expectations. Help your field service technicians exceed them.
Field service organizations that empower their service technicians with real time customer, asset, inventory, warranty and other call resolution information consistently outperform their peers because their technicians can complete their work more quickly, and at a higher first time response success rate.
A more informed technician is more productive! Empower your field service techs with immediate information to get the job done right, on the first call.
Service Pro Mobile includes many paperless service management capabilities for field service technicians:
Maintains Contact/Prospect table totally separate from the Host’s Customer table with easy conversion from Prospect to Customer. Create Quotes with the same ease as with Orders and print a variety of User-Defined documents. Once a quote is accepted use the one-click option to convert to an order for all or part of the quote. Quote is kept historically for easy reference and for “repeat” or “Master” quote functionality. Keeps Quote success history.
When returns are critical, the RMA Administration and Return service management capabilities of Service Pro software ensure you won’t lose track of what is to be returned. Whether it’s from your customer or from your technician, making sure parts/equipment are returned can save you money!
If your depot repair center performs repairs on returned goods, sends them to the manufacturer/outside contractor, or if you simply need to return the goods to stock, Service Pro controls the entire process, including billing or crediting your customer while tracking repair times and parts used.
Service Pro creates, expedites, and tracks RMAs in a flexible and highly configurable fashion that accommodates most every operation imaginable. Whether RMAs are pre-authorized or just come in the door, the system will track the RMA, expedite its return, and assure that history is kept.
Service Pro depot repair features include:
Service Pro also provides a full suite of bar coding label capability as well as RMA inspection documentation process management.
When returns are critical, the RMA Administration and Return service management capabilities of Service Pro software ensure you won’t lose track of what is to be returned. Whether it’s from your customer or from your technician, making sure parts/equipment are returned can save you money!
If your depot repair center performs repairs on returned goods, sends them to the manufacturer/outside contractor, or if you simply need to return the goods to stock, Service Pro controls the entire process, including billing or crediting your customer while tracking repair times and parts used.
Service Pro creates, expedites, and tracks RMAs in a flexible and highly configurable fashion that accommodates most every operation imaginable. Whether RMAs are pre-authorized or just come in the door, the system will track the RMA, expedite its return, and assure that history is kept.
Service Pro depot repair features include:
Service Pro also provides a full suite of bar coding label capability as well as RMA inspection documentation process management.
Service Contracts are as important, if not more important, than the initial sale. Managing contracts, however, can be a clerical nightmare and, if not maintained properly, can result in lost revenue and poor customer service. Service Pro® provides support for two key areas: creation and tracking of customer equipment and creation and maintenance of service contracts.
If your company issues service contracts and/or wants to maintain a comprehensive database of equipment located at your clients’ sites, this module makes it easy to do so. The asset-tracking functions not only help in the service operation but also can be used as a marketing tool to send correspondence about new products, upgrades, etc. to existing clients.
If your organization has responsibility for informing clients of recalls or who want to maintain services notices, this module is a necessity.
This module concentrates on two critical aspects of your operations, field service dispatch and sales. It also maintains technicians’s inventory (van stock) and has special functions to better support Installations of equipment and swapping of equipment at a customer’s site. It is also the module through which all order entry, billing and invoicing is performed.
Without leaving the Service Pro screen you can initiate a manifesting process that will assign a tracking number, calculate weight and shipping charges, and print the appropriate paperwork required by most freight companies. The data is then fed back into Service Pro for easy access when clients call to check on shipping statuses. This module integrates with and requires Star Ship manifesting software.
Before, everything was on paper, but this is so easy that you can email invoices, send it through and get on with your day. All info can be collected right away, typed into the app and sent out. So even if it’s stored and in the database, it stays there and it’s off the tech’s plate.