About
ServizPoint Lite is a tool for managing Clients, Client Service Contracts, Service Engineers, Pre-scheduled Service Calls, 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 Lite helps in managing Field Staff, their Schedules, and in allocating / handling service calls
- ServizPoint Lite 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
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 & brand owners, track payments and service contract renewals
Brand 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
Rol
- 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