Learn about the Technical services industry software solutions provided by CitySoft
Sage X3 for providers of technical field services
The Sage X3 product foot print includes powerful after sales service management software that will streamline your after sales business services processes, improve stock control and people management, and help drive business profitability.
Sage X3 ERP as a Web native application supports system access by field service personnel, utilising the latest mobile technologies to service history, equipment details including serialized items and parts, purchasing, account details, and CRM based activities, contacts and tasks such as booking a new appointment whilst on-site.
Sage X3 Service Manager incorporates customisable workflows for ‘do and charge,’ project and job related services, as well as equipment specific technical services. Configurable approval processes and alerts further streamline delivery efforts. Maintenance of a resources skills matrix helps with recruitment to fill current or pending gaps and scheduling of available resources.
The Sage X3 platform supports better management of spare parts inventory, ensuring you free up working capital by maintaining an optimised parts inventory. Advanced equipment card creation from sales order entry aids with warranty, spare parts and after sales servicing of equipment.
An enterprise-wide solution for labour and product based project and job engagements; after sales service, billing, spare parts management, and warranty and maintenance fulfilment. Sage X3 supports sophisticated volumetric billing models and simple client entry, via a Web client, of consumption data that can trigger invoicing, service requests and consumables replenishment.
Sage X3 version 11.2 now includes advanced projects and jobs management, & electronic timesheets, that expand upon the after sales equipment services functionality in standard Sage EM. Coupled with the expense management App, & low cost transactional user licenses, companies involved in the supply of technical services whether or not they include parts or time only billing and whether the services and or parts are assigned to a one off appointment or a larger job or project can now incorporate all their people and processes associated with service delivery.
Perhaps best of all, with Sage X3, company management will have both control over resources and accurate timely information that supports full recovery of and billing to clients for services rendered. The system will also deliver better stock management, resource scheduling and expense capture.
Business processes for Service Management
In addition to many of the functions you would expect from a ‘best of breed’ mid-market ERP software solution, Sage's Service Management solution delivers an extended set of out-of–the-box business benefits.
Sage X3 Service Manager incorporates customisable workflows for ‘do and charge,’ project and job related services, as well as equipment specific technical services. Configurable approval processes and alerts further streamlines delivery efforts. Maintenance of a resource skills matrix helps with recruitment to fill current or pending gaps and scheduling of available resources.
CitySoft helps you configure Sage X3 to better manage resources, costs and people. The system supports better management of spare parts inventory, ensuring you free up working capital by maintaining an optimised parts inventory. Advanced equipment card creation from sales order entry aids with warranty, spare parts and after sales servicing of equipment.
Sage X3 is an enterprise-wide solution for labour and product based project and job engagements; after sales service; billing; spare parts management; and warranty and maintenance fulfillment. The system supports sophisticated volumetric billing models and simple client entry, via a Web client, of consumption data that can trigger invoicing, service requests and consumables replenishment.
Better project management
Sage X3 helps your business better manage project-based engagements. The project management tools will allow you to manage projects from design, through to completion, by providing a dual customer and operational view. This view is enhanced through centralization of all project-related components and events, as well as standardization of the associated processes.
Sage has used its experience working with the most successful Service Management companies around the globe to develop the tools to help you simplify project management processes, ensuring accurate tracking and situation intelligence to help you adapt to changing circumstances.
Improve financial performance
Measure a project's financial performance in order to control jobs, assess their profitability, compare current and historic projects, and model projects and jobs for forecasting, quoting and scheduling purposes.
DIMO Computerized Maintenance Management System (CMMS) for Sage Enterprise Management provides companies with an asset and facility maintenance solution encompassing effective resource planning for maintenance engineers allocation, spare parts consumption and booking of resources. DIMO software is designed to increase the availability and performance of equipment by decreasing downtime and failure of equipment. DIMO helps simplify asset management and renewal asset decision making by measuring the precise cost of ownership of assets.
DIMO CMMS software when connected to the Sage X3 platform, often with A.P.S scheduling, P.L.M. and M.E.S. functionality, includes asset maintenance schedules into production schedules for more accurate planning and forecasting and corrective maintenance management.
DIMO also assists with accurate cost accounting and asset management as well as helping co-ordinate HRM activities to reflect planned CMMS activities.