Equipment Servicing

Complete Service Records for Equipment



Product Overview Listing
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Provide Excellent Equipment Service!

Keeping track of all the important information about your equipment, customer equipment, equipment returned to the manufacturer, and equipment currently under repair is a demanding task. Equipment is constantly on the move and changing. A great way to keep control of your equipment is with SouthWare’s Equipment Servicing.

Equipment Servicing handles the equipment tracking functions for SouthWare’s Service Management Series, a complete system for service businesses. In the Service Management Series you can also get Service Invoicing, Service Orders, and Contract Management options. With Equipment Servicing you get thorough equipment records so you can provide great service and get paid for your service.

With Equipment Servicing, you can:

  • Know the detailed service history for each piece of equipment you service
  • Know the warranty dates on each piece of equipment you sell so you can bill service work accurately and know when to offer a service contract
  • Keep track of a piece of equipment as it moves between customers or contracts
  • Automatically schedule preventive maintenance service work on equipment that is under contract
  • Price your service contracts based on rates per piece of equipment on the contract
  • Instantly know whether a piece of equipment is covered by a service contract
  • Make sure you propose a service contract on every piece of equipment you sell
  • Keep track of metered usage on certain equipment
  • Know the profitability and repair history of each model of equipment you service

Streamline your equipment records so you can focus on service instead of paperwork. Get SouthWare’s Equipment Servicing.

Key Features of Equipment Servicing

Standard Equipment Model Features
• Extensive standard information
• Manufacturer info
• Standard preventive maintenance schedules
• General warranty periods and warranty periods for up to 10 components
• Skills/training needed for servicing
• Contract pricing

Customer Equipment Features
• Track by serial #, tag #, or system
• Specific warranty dates based on model
• Sales information
• Loan, rent, out-of-service indicator
• Complete contract history
• Contract pricing information
• Complete history of service orders
• Meter reading history
• Billing, cost, and profit information
• Notes and optional Extended Data

Preventive Maintenance Features
• Up to 10 schedules per equipment model
• Based on time elapsed or metered usage
• Generate PM service orders for equipment

Meter Readings
• Option per equipment model
• Contract billing provides for base units and rate table for excess usage
• Unlimited history of meter readings
• Record initial, actual, or estimated readings

Interface with Return Authorizations module
• Track returns for credit, repair, exchange, warranty work
• Internal or customer-owned equipment

Integration with Contracts and Service Orders
• Link to contracts and service orders
• Contract billing, service warranties

Interface from Inventory/Sales
• Automatically create service records for sold equipment
• Interface with parts Inventory, Purchasing

Equipment Servicing can help you answer such questions as:

• What equipment is under service contract to this customer?
• What warranties will expire next month on equipment that we’ve sold so we can offer service contracts?
• Which equipment models have had a poor reliability factor over the last 12 months?
• Do we have the parts we need to do the preventive maintenance scheduled for next week?
• Didn’t we have this same problem with this piece of equipment a couple of months ago?
• How many excess units did we bill on this copier last quarter?
• Are we still waiting on an exchange unit to finish this service order?
• Which customer equipment records are not currently covered under a service contract?
• Is the fan in this unit still under warranty?