Service & Warranty Management

Plan, track, and analyze service operations better.

Effortlessly handle service orders and customer inquiries

Maximize Labor Efficiency

See where your time is being spent and maximize the efficiency of your labor.

Increase Market Share

Increase service market share by understanding your strong service areas and areas that need improvement.

Raise Customer Satisfaction

Centrally source customer inquiries and understand what’s happening with your customers to increase customer satisfaction.

Costs & Revenue Tracking

Gain a complete understanding of costs and revenue.

Improve Profitability

Service & warranty management with NAXT will improve service profitability.

Our solutions are built with the following modules for service management

Dive deeper into our service and warranty management features by clicking the items below.

Service Work Orders

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)

Service Agreements

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)

Skill Tracking

Intentional Skill Tracking Features

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

Technician Time Management

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

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

Service Calls and Dispatching

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

Repair Management

Repair Management Capabilities

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

Warranty Management

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

Customer Feedback Monitoring

Improve service delivery through case management and questionnaires.

With NAXT Solutions, it’s easy to see your return on investment.

Benchmark your departments

With a single system and unified processes, you can monitor and rank your branches, locations, or service shops, enabling you to control best practices and implement them everywhere. It also allows you to reward actual performance and maintain organizational agility.

Watch your profitability

NAXT collects all costs and revenue information on each piece of equipment, regardless if it is in the new, used, or rental fleet. Furthermore, service costs and revenue are tracked to the machine, so any equipment has a holistic financial view.

Retain your workforce

A valuable and intuitive system can add to a technician’s capabilities by reminding them with checklists, optimize operations through dynamic workspaces, and speed up onboarding. The system will not replace experience but will enable those with less experience to follow correct procedures based on specific circumstances.

Keep up with rental growth

To make equipment rental profitable, you must consider financing costs and depreciation, among other expenditures, and compare those to revenue. Based on this information, executives and rental managers can decide which type of equipment and service they should invest in when extending their rental portfolio.

What is NAXT?

NAXT is a leading solution for equipment dealers on Microsoft Dynamics 365.

Beyond offering a complete dealership management solution with all the capacity of an ERP and CRM, we provide over 700 predefined equipment dealership processes, delivering insightful business intelligence reports along with partner eco-system solutions made for this industry.

Solutions built for you and your team

For CEOs & Owners

Ensure your equipment dealership’s future growth with NAXT.

For CFOs

Position your equipment dealership for growth by reducing costs, complexity and risks.

For CIOs

Get more from your infrastructure with a dynamic, full-stack, cloud-based ERP solution.

For Rental Managers

Increase utilization and manage your growing fleet in real time with NAXT.

For Service Managers

Transform your dealership from a box mover to a solution provider.

When we looked at the alternatives out there and spoke to other (Caterpillar) dealers, NAXT was the solution that met our needs most closely.

Martin Briggs

President , Relianz Mining Solutions

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Our leadership began researching to find what they wanted was a Microsoft provider that was future-forward technology focused, and more importantly, was one that was within the dealership community.

Danielle Papenberg

Director of Organizational Development , Foley, Inc.

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We were looking for a more modern landscape, easier to adapt to, but also more flexible in this ever-changing and fast-changing world so that we could keep pace with what’s happening around us.

Ben Van der Werff

Product Owner NAXT , Pon Equipment and Pon Power

One of the big benefits of going with NAXT is that you get access to the dealer community because there are several other dealers that are now moving toward Dynamics 365, and . . . NAXT kind of acts as this connective tissue between these dealers.

Isaac Berling

Director of Enterprise Applications , Ziegler Cat

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We narrowed down to NAXT 365 as it proved to have a very strong business perspective. It was strong in allowing us to deliver to our customers what they needed from us.

Ahiro Guzman

Business Transformation Manager , SOE360

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I think it’s fair to say that we still have a touch of silos that’s there, but this solution (NAXT) has maybe made us more aware of them.

Anders Roil

Director of Digital , Pon Equipment and Pon Rental