Service and repairs done with the right tools
The Service Request Management (SRM) module extends the functionalities of Sage 300 to record and track service jobs within your organisation. Integrating seamlessly with the Sage 300 platform, SRM boosts the performance of your workshop by simplifying the service entry and improves the accuracy and effectiveness of the technicians as all data flows directly into Sage.
SRM is a web-based software, allowing your techs to work anytime, anywhere and on any device - on their preferred web browser.
SRM allows your technicians to track their jobs with an exceptional level of detail including:
- Parts and consumables used for the repairs
- Notes from the customer and the technician
- Images can be attached to the service and appears on the service report
- Prepopulated damage codes
- Repair codes to easily select repair packages
- Configurable quality control before and after the service
Schedule jobs on-the-go
Assign jobs to technicians so that the work is scheduled efficiently. SRM allows jobs to be escalated to other technicians easily without slowing down the workflow. The amount of time spent of a job is also recorded for reporting purposes which gives you the ideal analytical data on the performance of the technicians per job.
All your data in one location
All the details of the service then flows directly into Sage 300, ready for invoicing. This means that all the data from the service request management module is available on the sales statistics and reports from Sage 300.
Make contracts and warranty easy
SRM also supports contracts between you and your customers against a list of serial numbers. Configure contract prices and warranty discounts so that the prices are automatically adjusted and get notified when a job is on contract or warranty.