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
u003ch4u003eService Work Order Featuresu003c/h4u003ernu003culu003ern tu003cliu003eCreate segment level quotations – each version is saved in history for referenceu003c/liu003ern tu003cliu003eSet up orders manually or automatically at periodic intervalsu003c/liu003ern tu003cliu003eRecord service time, expenses, parts, and outside labor and materialsu003c/liu003ern tu003cliu003eSupport multiple serial numbers and customers on a work orderu003c/liu003ern tu003cliu003eSplit work order segments among customers by specific percentage totalu003c/liu003ern tu003cliu003eClose a single segment or multiple segments independently and present the invoice in the order that makes the most senseu003c/liu003ern tu003cliu003eSet up each segment independently, or the entire work order to a flat rate, partial flat rate (labor, parts, miscellaneous) or time and materialsu003c/liu003ern tu003cliu003eMonitor work order-related main performance indicators with service efficiency report (NAXT Power BI Report Package)u003c/liu003ern tu003cliu003eCheck standard job and flat rate variances of work orders (NAXT Power BI Report Package)u003c/liu003ern tu003cliu003eKeep count of work in progress work orders, outstanding, and related backorders with related service reports (NAXT Power BI Report Package)u003c/liu003ernu003c/ulu003e
Service Agreements
u003ch3u003eDynamic Service Agreement Customization Featuresu003c/h3u003ernu003culu003ern tu003cliu003eTailor agreements to customer requirements, service prices, and payment arrangementsu003c/liu003ern tu003cliu003eSupport an unlimited combination of equipment and service scenarios on a single contractu003c/liu003ern tu003cliu003eTrack true profit and loss at both the equipment and contract levelsu003c/liu003ern tu003cliu003eAdd or delete equipment from within a contract easilyu003c/liu003ern tu003cliu003eSchedule service visits utilizing calendar or telematics interfaces automaticallyu003c/liu003ern tu003cliu003eCreate and process service subscriptions for a fixed-price service over a periodu003c/liu003ern tu003cliu003eAccommodate revenue based on fixed or irregular periods and multiple price arrangementsu003c/liu003ern tu003cliu003eTrack 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)u003c/liu003ernu003c/ulu003e
Skill Tracking
u003ch3u003eIntentional Skill Tracking Featuresu003c/h3u003ernu003culu003ern tu003cliu003eManage employee skill setsu003c/liu003ern tu003cliu003eAllocate technical assignments based on skill level and certificationu003c/liu003ernu003c/ulu003e
Technician Time Management
u003ch3u003eTechnician Time Management Capabilitiesu003c/h3u003ernu003culu003ern tu003cliu003eManage technicians’ time as they ‘clock in’ to a segment in real-time or batch enter labor at the end of the dayu003c/liu003ern tu003cliu003eView and approve timeu003c/liu003ern tu003cliu003eMeasure labor utilization, related performance indicators, and track time approval figures with prebuilt BI report (NAXT Power BI Report Package)u003c/liu003ern tu003cliu003eOversee upcoming and overdue scheduled services count, compare estimated and actual amounts (NAXT Power BI Report Package)u003c/liu003ernu003c/ulu003e
Standard Job Management
u003ch3u003eStandard Job Management Capabilitiesu003c/h3u003ernu003culu003ern tu003cliu003eImport and amend standard jobs from supported OEMs easilyu003c/liu003ern tu003cliu003eCreate from an existing segmentu003c/liu003ern tu003cliu003eCreate and edit as needed from other mediau003c/liu003ern tu003cliu003eRefine standard jobs to maximize effectiveness, compare planned and actual transaction quantities, and spot the biggest relative and nominal differences (NAXT Power BI Report Package)u003c/liu003ernu003c/ulu003e
Service Calls and Dispatching
u003ch3u003eService Calls and Dispatchingu003c/h3u003ernGain complete visibility through visual reports representing accurate field and shop floor scheduling.
Repair Management
u003ch3u003eRepair Management Capabilitiesu003c/h3u003ernu003culu003ern tu003cliu003eRegister repair tasksu003c/liu003ern tu003cliu003eUndertake diagnosis tracking and record resolutionu003c/liu003ern tu003cliu003eIdentify faulty productsu003c/liu003ernu003c/ulu003e
Warranty Management
u003ch3u003eWarranty Management Capabilitiesu003c/h3u003ernu003culu003ern tu003cliu003eManage warranty claim submission and reconciliationu003c/liu003ern tu003cliu003eCreate a warranty claim on a work order segment and if supported by OEM, automatically transmit claim, receive claim acknowledgment and settlementu003c/liu003ern tu003cliu003eSet parameters to automatically settle and close claims that fall within your guidelinesu003c/liu003ern tu003cliu003eUtilize fully integrated warranty parts trackingu003c/liu003ern tu003cliu003eLocate stored parts for return to the vendor; auto-scrap parts upon expiration of OEM required parts retention period instantlyu003c/liu003ern tu003cliu003eKeep tight control over your warranty claiming process with the Service Warranty reportu003c/liu003ern tu003cliu003eFollow up claims status and obtain claimed amounts and settled invoices (NAXT Power BI Report Package)u003c/liu003ernu003c/ulu003e
Telematics
u003ch3u003eTelematics Reportingu003c/h3u003ernAutomatically obtain hour meter, location, fuel level, error codes, and geofencing.
Customer Feedback Monitoring
u003ch3u003eCustomer Feedback Monitoringu003c/h3u003ernImprove 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 u0026 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
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.
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
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
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