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Sage 100 ERP and Automated Field Service Management Made Simple

Sage 100 ERP and Automated Field Service Management Made Simple

Discover the "NEW" Automated Field Service Management Solution of the Future!

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Thursday, July 24, 2014

10 AM PT / 1 PM ET

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During this webinar you will learn how to automate the entire field service management process with a complete end-to-end field service management platform for Sage 100 ERP.

Learn how to automate the following technician scheduling processes:

  • Manage technician activity using a drag and drop Dispatch Board.
  • Allows for creation of multiple dispatch board views by defining the information displayed for each service call as well as the selection criteria for displayed service calls.
  • Allows for addition of new services calls using the dispatch board.
  • Allows for auto creation of tasks based on entered preventive maintenance contracts defined.
  • Allows for auto creation of installation service calls based on options selected during order entry and the routing options defined for the item.
  • Match technician skills to requirements defined for each nature of task.
  • Track technician availability and prompt for customer scheduling conflicts.
  • Display history of service calls for a specific item/serial number or for a specific location.
  • Auto generation of renewal invoices for annual contracts.
  • Deferred revenue tracking for annualized contracts.
  • Ability to set rates for material and labor based on defined contracts.
  • Auto generation of contracts from the Sales Order module using template contracts linked to inventory items. 

Learn how to automate the following Inventory Control processes:

  • Track inventory at customer site and maintain technician truck inventory.
  • Allows for creation of purchase orders for material needed for service calls; visual display notifies dispatcher as product is received for the generated purchase order.
  • Tracks profitability of contracts by analyzing billings and costs incurred for both material and services provided during the term of the contract. 

Learn how to use the Field Mobility Integration for Service Management Automation: 

  • Allows field service technicians using any hand-held device (Androids, iPhones, iPads, Surface tablets, or notebooks) to:
  • Access task and dispatch information in the field.
  • Change the status of tasks and dispatches assigned.
  • Enter labor and material used in the field.
  • User licenses are not required for field technicians using IIG's mobile integration solution. 

Learn how to use Mapping Software automation: 

  • Integration with MapPoint and MapQuest allows dispatchers to view the location of each technician and route technicians accordingly.

All individuals who sign-up and view, in its entirety, ERPVAR's hosted webinar of IIG's Service Management solution for Sage 100 ERP will be entered into a drawing to win a Starbucks gift card.  Please note this prize cannot be redeemed as cash value.

Visit IIG at Sage Summit 2014 | Booth 1226 | July 28 – 31 | Mandalay Bay | Las Vegas, NV

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