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ServiceMan Essential stock | ServiceMan Essential Mobile | ServiceMan Plus | ServiceMan Online | At a Glance
ServiceMan Plus has everything today's Plumbing and Heating Engineering businesses need to improve customer service, achieve operational efficiency and reduce costs. Delivering all of the functionality offered by ServiceMan Essential – Mobile and ServiceMan Essential - Stock , ServiceMan Plus will help you to manage the end to end operational requirements of your business.
Customer Management to efficiently manage your customer database and improve customer service.
Stock Management delivering a complete logistics management system that enables you to track stock, manage stock quantities and reordering, and efficiently manage warranties.
Sales Order Processing to manage all aspects of the sales ordering process from invoicing through to issuing credit notes.
Mobile Management Integration with handheld Mobile Clients ensures you stay in touch with your engineers at all times
Efficiently manage your customer database and improve customer service.
Manage your Customer Database
  • Store and maintain customer details in one central place ensuring quick and easy access
  • Record essential customer information including current and scheduled jobs, job history and essential parts and gas certification details.
Optimise scheduling
  • Automatically book one- off and recurring plumbing and engineering appointments.
  • Manage changes and reschedule appointments to improve field service management productivity.
  • Ensure engineers have all of the required customer information they need to successfully manage the call, including call history.
Automatically produce essential business reports
  • Quick and easy access to customisable reporting provides a day to day analysis of your business and enables you to make better decisions
  • Informative customer web reports
  • Essential customer and legislative reporting can help you to provide the necessary proof to win more business.
Stock Manager provides your business with a complete logistic management system that gives you complete visibility of your inventory. It allows you to manage stock quantities and availability, track the whereabouts of stock in and out of the warehouse, prompts you to reorder stock and enables you to effectively manage warranties.
  • Raise Purchase Orders
  • Track goods received notes
  • Track goods in and out of the warehouse
  • Manage returns to manufacturers
  • Manage warranties and repairs
  • Manage stock adjustments
  • Manage stock quantities and set maximum storage limits
Our Sales Order Processing tool helps you to manage all aspects of the sales ordering process from invoicing through to issuing credit notes. This vital back office solution ensures your business runs smoothly and profitably.
  • Manage customer payments efficiently with our Invoicing tool
  • Produce and monitor sales orders and delivery notes
  • Manage customer quotations
  • Integrate with Accounts Software (SAGE and other leading packages)
  • Effectively manage warranties
  • Issue credit notes
Create and record professional estimates
  • Engineers can create on site job estimates which seamlessly integrate with back office applications to update customer records and provide the necessary information required for invoicing
CP12 Gas Certification
CP12 Gas Certification Management to help your business achieve compliance
  • Automate CP12 Service calls based on due date
  • Create CP12 Gas Certificates
  • Automatically store critical CP12 reporting
Mobile Handheld Clients
Integration with handheld Mobile Clients ensures you stay in touch with your engineers at all times.
  • Use with a choice of Windows Mobile PDA's, or Windows OS Tablet pc's. Not supplied by ServiceMan
  • Real time reporting interface for engineers to record essential information and keep you up to speed at all times
Look at our Product Comparison to see how ServiceMan Essential and ServiceMan Plus will help your business.
 
 
"The business benefits derived from the introduction of ServiceMan have significantly helped our business. We have been able to reduce costs through a reduction in staff, we have become operationally efficient and we are able to seamlessly demonstrate accountability to our clients."
Dave Manley, Director, MHL
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