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Service Management Software from Aptean SouthWare


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Service Management Software from Aptean SouthWare

Nov 9, 2020

Aptean Staff Writer


  • Software For Your Service Management Business
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Aptean SouthWare’s Service Management Series is a complete service management system with specialized service functions and unique integration with accounting, contract management, inventory control, sales processing and sales management software.

Service Orders

Service Orders provides the help you need to record, dispatch, schedule, track, assign and close service orders with minimum work and maximum results.

Key Features:

  • Quickly record the important facts about every service request

  • Efficiently handle both your regularly scheduled and your on-demand service requests

  • Get the right technician dispatched or assigned to a service order

  • Know the current status of each service order and know which ones need special attention

  • Review the service history of each customer and piece of equipment

  • Make sure that fees such as travel or zone charges are charged when appropriate

  • Eliminate errors by ensuring that contract rates, limits and coverages are automatically considered on service orders

  • Instantly answer customer questions about the status and details of the work being done for them

  • Evaluate the work being done by each of your technicians and service locations

Service Invoicing

Billing is prompt and accurate when service order and contract information flows automatically into your invoices. With Service Invoicing, you’ll be confident that you’re getting your service invoices processed efficiently and accurately.

Key Features:

  • Eliminate billing errors by ensuring that different contract rates, limits, and coverages are automatically considered on service orders

  • Be certain you don’t forget any regularly scheduled work

Service Schedule Dispatch Portal

Take the guesswork out of resource planning and centralize service team availability, location, assignment requirements and more, so you can deploy and manage field employees with zero conflicts at a lower administrative cost. A user-friendly calendar delivers real-time tracking of service calls and ensures your team’s time is maximized.

Key Features:

  • Access the full potential of your calendar with alternate views by day, week, month and technician

  • Get a bird's eye view of your service department, open orders and dispatching. Technician mapping function provides driving routes for assignment locations

  • Preview and edit scheduled assignments and orders online

  • Make changes on the fly with the ease of drag and drop functionality

  • Integrate with Microsoft Mappoint to get field technicians in the right place at the right time

Contract Management

Service contracts tend to be complex and may include pricing exceptions, different levels of coverage and even different billing cycles. With Contract Management, you get the help you need to record, track, propose, renew, service and bill your service contracts accurately and efficiently.

Key Features:

  • Instantly know whether a piece of equipment is covered by a service contract

  • Propose a service contract on every piece of equipment you sell

  • Price your service contracts based on rates per piece of equipment on the contract

  • Ensure your contract billings are sent out on time

Equipment Servicing

Keeping track of all the important information about your equipment, customer equipment, equipment returned to the manufacturer and equipment currently under repair is a demanding task as equipment is constantly on the move. With thorough equipment records from Equipment Servicing, you can provide great service to your customers.

Key Features:

  • Review the detailed service history for each piece of equipment you service

  • Keep visibility to the warranty dates on each piece of equipment you sell so you can bill service work accurately and know when to offer a service contract

  • Track every piece of equipment as it moves between customers or contracts

  • Automatically schedule preventive maintenance service work on equipment that is under contract

  • Monitor metered usage on certain equipment

  • Know the profitability and repair history of each model of equipment you service

Want to learn more about how our business management ERP, Aptean SouthWare, can help your business? Contact us today to chat with one of our experts or schedule a demo.

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