Service Management in MYOB Advanced
By using the service management functionality, you can effectively manage the entire lifecycle of the service orders of your company. That is, you can maintain information about the services that your company provides, the service orders and appointments, and the staff members who perform services (including their work schedules, skills, and licenses). With the automation features, reporting options, and integration with the financial, inventory, order management, and customer management functionality, the service management functional area of MYOB Advanced streamlines the entire service process.
The primary features of the service management functionality are described briefly below.
Easy Maintenance of Staff Member Details
In MYOB Advanced, you can enter and store professional information about each employee, such as the employee's skills, the licenses that grant the employee permission to perform certain kinds of work, the geographical areas where the employee can work, and the employee's work schedules. The system provides tools that use this information to help you quickly and easily select the right person to deliver your services. For more information about these capabilities, see Staff Members: Management of Staff Members' Information.
Service Scheduling and Dispatching
Once you get an inbound call from a customer, you can quickly capture service needs and access customer, history, and resource information to shorten the time between the receipt of this call and the assignment of the service. By using the calendar boards, you can match services to the best available resources and schedule appointments; if required, you can also generate work orders. You can manage daily or weekly schedules automatically or manually, depending on your business needs.
Flexible Billing Settings
In field service functional area of MYOB Advanced, the billing document generation is based on billing cycles, so you can select different options for billing of different customers. You can assign a customer one billing cycle to generate documents with the same level of information for each service order, or you can specify multiple billing cycles for a customer to generate different documents for different types of service orders. Details on billing cycles can be found in Billing Cycles: Examples.
Integration with Other Areas
You can process the sales of stock items and services performed on the sold items together, to effectively manage services without reentering pricing and discount information. You create a sales order with services and process the work on services.
If a service order requires parts that are not in inventory, you can direct the system to create a purchase order and indicate parts as waiting for delivery. Once the parts are received, the service order will be updated automatically and appointments can be created for the service order.
In the following figure, you can see the flow of documents in the Service Management module.
Integration with the Equipment Management
In MYOB Advanced, you can easily manage and store information on the equipment used for service orders as well as track all information about equipment that needs to be serviced and equipment that can be used for providing services. You can select the equipment by the type needed for the service and assign the equipment to a service order if necessary, and you can track information on equipment, including appointments where it was used.
Other Features and Options
- Service defaults and overrides
- Parts and inventory management
- Route management integration
- Customer management integration
- Bing Maps integration
- Mobile service management (Android and iOS)