Plan, track, and analyze service operations better.

Service Work Order Features

• Create segment level quotations – each version is saved in history for reference
• Set up orders manually or automatically at periodic intervals
• Record service time, expenses, parts, and outside labor and materials
• Support multiple serial numbers and customers on a work order
• Split work order segments among customers by specific percentage total
• Close a single segment or multiple segments independently and present the invoice in the order that makes the most sense
• Set up each segment independently, or the entire work order to a flat rate, partial flat rate (labor, parts, miscellaneous) or time and materials
• Monitor work order-related main performance indicators with service efficiency report (NAXT Power BI Report Package)
• Check standard job and flat rate variances of work orders (NAXT Power BI Report Package)
• Keep count of work in progress work orders, outstanding, and related backorders with related service reports (NAXT Power BI Report Package)

Dynamic Service Agreement Customization Features

• Tailor agreements to customer requirements, service prices, and payment arrangements
• Support an unlimited combination of equipment and service scenarios on a single contract
• Track true profit and loss at both the equipment and contract levels
• Add or delete equipment from within a contract easily
• Schedule service visits utilizing calendar or telematics interfaces automatically
• Create and process service subscriptions for a fixed-price service over a period
• Accommodate revenue based on fixed or irregular periods and multiple price arrangements
• Track credited, overdue, and upcoming service contract invoices with Service Contract Summary report, as well as easily identify soon expiring service contracts (NAXT Power BI Report Package)

Intentional Skill Tracking Features

• Manage employee skill sets
• Allocate technical assignments based on skill level and certification

Technician Time Management Capabilities

• Manage technicians’ time as they ‘clock in’ to a segment in real-time or batch enter labor at the end of the day
• View and approve time
• Measure labor utilization, related performance indicators, and track time approval figures with prebuilt BI report (NAXT Power BI Report Package)
• Oversee upcoming and overdue scheduled services count, compare estimated and actual amounts (NAXT Power BI Report Package)

Standard Job Management Capabilities

• Import and amend standard jobs from supported OEMs easily
• Create from an existing segment
• Create and edit as needed from other media
• Refine standard jobs to maximize effectiveness, compare planned and actual transaction quantities, and spot the biggest relative and nominal differences (NAXT Power BI Report Package)

Service Calls and Dispatching

Gain complete visibility through visual reports representing accurate field and shop floor scheduling.

Repair Management Capabilities

• Register repair tasks
• Undertake diagnosis tracking and record resolution
• Identify faulty products

Warranty Management Capabilities

• Manage warranty claim submission and reconciliation
• Create a warranty claim on a work order segment and if supported by OEM, automatically transmit claim, receive claim acknowledgment and settlement
• Set parameters to automatically settle and close claims that fall within your guidelines
• Utilize fully integrated warranty parts tracking
• Locate stored parts for return to the vendor; auto-scrap parts upon expiration of OEM required parts retention period instantly
• Keep tight control over your warranty claiming process with the Service Warranty report
• Follow up claims status and obtain claimed amounts and settled invoices (NAXT Power BI Report Package)

Telematics Reporting

Automatically obtain hour meter, location, fuel level, error codes, and geofencing.

Customer Feedback Monitoring

Improve service delivery through case management and questionnaires.