About

ServizPoint is a tool for managing Clients’ Users, Client AMCs, Service Engineers, Pre-scheduled Service Calls & Help Desk Tickets, Preventive Maintenance Schedules, Service Alerts, and ad hoc Service Calls. This tool is useful for

• Enterprises engaged in Consulting Business, with Service Engineers having to travel to client sites for service calls. This is ideal for Enterprises offering
  • Hardware Services with / without AMC
  • Engineering Equipment Maintenance & Support Services
  • Safety Audits and Statutory Reporting / Certifications
  • Instrumentation / Calibration services
  • Testing Services and Certification services for Industrial Units / Equipment
  • Other support / audit services involving Field Staff / Engineers
• ServizPoint helps in managing Field Staff, their Schedules, and in allocating / handling service calls & Help Desk tickets
• ServizPoint allows to review Field Staff Service report and issue certifications to client plants / equipment

Overview

Team Efficiency, Optimized

• View all Service Requests and Auto-allocate / manually Allocate to Available Engineers using Calendar View – Single window
• Generate reminders prior to Service Calls, never miss a service call
• Allocate ad hoc Service Calls on the Fly, based on Exigencies
• Track Service Engineers real time to cross allocate tasks

Business Growth, Empowered

• Convert Online Enquiries to Service Contracts
• Get alerts on Expiring Service Contracts & Renew effortlessly
• Manage field staff, clients and Service calls more efficiently
• Better planning based on signed / updated Service Contracts – for Scaling up Teams, Clients, Training needs and Service tasks
• Tracking, Invoicing and Collecting revenue easily

Engineers

• Track Service calls and route planning for Day, Week and Month
• View Checklists and submit / update Service reports
• Add new “on Field” Enquiries, including adding new clients
• Notify leaves and auto-assign service requests to other engineers
• Track hours spent, travel & other expenses for claiming
• Notify Availability for Over time

Clients

• Use a Mobile App and distribute for internal users managing the equipment
• View Checklists for Maintenance calls and approve Service Engineer report
• Raise a ticket in case of equipment shut down / any faults in functioning
• Track tickets raised and approve work done & expenses claimed by Service Engineer / Vendor
• Get notified on AMC / Maintenance due dates automatically and follow up as needed

Franchisees

• Managing Service Contracts and associated Clients
• Manage Service Engineering team
• Manage / Track service calls and scheduling
• Trend Analysis and scale up / down teams
• Invoice to clients & service owners, track payments and service contract renewals

Service Owners

• Add / Manage Service Offerings
• Add / Manage Franchisees
• Add / Manage Sales & Service Teams
• Classify Franchisees, Assign Clients
• Add, Evaluate, Train assign Service Engineers
• Schedule Direct Engineers
• Manage Notes for Service requests scheduling by Sales team
• Daily / Weekly / Monthly Service calls report
• Clients by region / by Franchisee
• Top performing Franchisee / Engineers / VIP Customers
• On line Digital Certification to clients
• Online Renewal of Service Contracts, Negotiations

Customization & Integrations

• Franchisees (other such entities) could be added
• Training related functionalities could be added – for mapping talents available (Engineers) and service tasks and plan training needs
• Comprehensive Ticketing & Service delivery support system
• Integration with Accounting Packages, ERPs and CRMs
• Integration with Contract (Document) Management solution
• Integration with third party Marketing and sales planning tools / CRMs / DMS

RoI

• Online Enquiry Management and Conversion to Customers with minimal redundancy in data capture
• Savings through Service Engineers’ Efficiency & Utility improvement through Tracking and optimal deployment
• Online management of Service Contracts and Renewals
• Renewal of Service contracts through auto-reminders from system to Customers, Franchisees and Service Engineers
• Real time tracking of Franchisees and Accounts, and improve on Service offerings / termination of Franchisees
• Savings through setting up Check lists for all Service Types, and track the lists submitted by Service Engineers
• Better collection Management from Franchisees / Customers
• Assistance in data-backed Growth, Marketing and Promotional activities