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On this blog we will cover stories from all around the Exact ecosystem.

Posts Tagged ‘planboard’

Service Management: Service slips and more

Written by Robin den Buurman on . Posted in Exact Globe, Exact Synergy

Exact is currently developing a new Service Management solution. The development team has created this video to give you a preview about what you can expect from the solution which will be available soon.

 

For reporting, alerting and monitoring MS Reporting Services based reports and a set of predefined events will be offered. From service slips and contract layouts to reports on invoicing details and much more. Alerts will be offered via Exact Event Manager. It is possible to implement different scenarios such as automatic confirmations to customers of activities that have been done to avoid discussions after invoicing, creating workflow for sales to offer contracts when warranty expires, etc.

 While invoicing you can add attachments from the service process such as photos, invoicing details or signed service slips. Invoice details are reporting services based reports that can be adjusted to your company’s needs and wishes. But also service contracts are customizable and can be visualized the way your company likes to present them.

 

Need to supply the service slips or planning to your service engineer? Using reporting services a service slip, compressed or detailed planning report can easily be printed or emailed.

Service management is still under development and the shown solution can differ from the final product. Feedback is highly appreciated!

 

Exact’s Service Management solution video

Written by Robin den Buurman on . Posted in Exact Globe, Exact Synergy

The Exact Service Management team is currently developing a successor to the Exact Field Service solution, that aims to help wholesale and manufacturing companies who service the products they sell to optimize their service activities.

To give you even more insight in what this solution is and how you can benefit from it, we are pleased to share with you the solution video. In the video you can see how we aim to meet and exceed your needs with our full scale Service Management solution. You will also learn how this solution can facilitate each of the process flow steps, that include service configuration, service activity, dispatching/planning, realizations, validation/approval and invoicing.

Exact’s Service Management solution is in the final phases of development, we plan to start a controlled release period in Q4 of 2011, so stay tuned for announcements on our Product Blog.

If you are interested in participating in the controlled release please contact your local Exact representative.

Should you have any questions regarding Service Management solution, please do not hesitate to contact me. Feedback is highly appreciated.