MYOB Advanced Field Service Management

Full suite of financial and budgeting features and reporting including general ledger, support for multi-currency and multi-company, fixed asset management and managing and understanding your cash position with cash flow forecasting and reporting.

Features within Financial Management include:

•    General Ledger
•    Accounts Receivable
•    Accounts Payable
•    Cash Management
•    Currency Management
•    Bank Feeds.

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Maintain detailed information on your inventory including supplier codes, barcodes, and cost and sell pricing history. Track inventory levels and costs across multiple warehouses and locations.

Features within Inventory and Distribution Management include:

• Replenishment
• Location Management
• Warehouse Management
• Order Management
• Purchase Order Management
• Sub-Items and Matrix Items
• Physical Inventory
• Pricing, discounts and promotions
• Shipping
• Kitting and Disassembly

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Integrated Customer Relation Management (CRM) system for managing leads, contacts, opportunities, and customer accounts.

Features within Customer Management include:

•    Sales automation
•    Integrated marketing
•    Service and support automation
•    Customer self-service portal.

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MYOB Advanced Field Service Management Software offers a powerful solution to manage your entire service business from selling and quoting to dispatching and invoicing. You can create quotes and proposals, track customer history, manage inventory, schedule technicians, and even invoice directly from the system. With real-time data and mobile access, you can keep track of everything, from sales to installations, and easily manage your entire field service operations.

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The MYOB Advanced Business Field Service edition delivers a complete set of functionality for field service operations. Streamline processes to reduce response times and costs, resulting in increased revenues and customer satisfaction that ultimately give you a competitive advantage.

• The Visual Calendar Board gets the right people with the right skills to the right service or job every time
• Quickly capture service needs to shorten the time between call receipt and job assignment
• Track resource commitments, match tasks to the best available resources and generate work orders
• Optimise routes for appointments with the ability to filter appointments by several different criteria
• Configurable dashboards to ensure you are always aware of what is happening in your service operations

If your service work is part of a bigger project, the service module integrates into the Project Accounting module of MYOB Advanced Business.    

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Manage budgeting, inventory, change orders, timesheets, billing, profitability, and reporting for individual business initiatives. Projects are included in company-wide financial reports with full multi-currency support.

Features within Project Accounting include:

•    Project cost tracking
•    Advanced billing
•    Time management
•    Advanced expense management.

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Equipment management

Track warranty classes by models of equipment to prevent needless customer invoicing parts and labour when the work is covered under warranty, improving customer satisfaction.

• Establish warranty offers for your customers, specifying which parts are under warranty to avoid confusion, mischarges and objections
• Classes can be mixed on the same service order, for instance, a two-year warranty on parts and a one-year warranty on labour
• Ensure billing accuracy with multidimensional contracts (different warranty periods for different components of the system)
• Prevent needless customer invoicing of parts and labour when the work is covered under warranty

Keep your staff members connected through any browser-enabled device or using the native mobile Android and Apple iOS (iPad) app. Connect your staff with mobile services where they can access routes, future appointments, customer information and last-minute updates.

• Send updated orders and appointments
• Access equipment information and service history anywhere, anytime from any device
• Enable field staff to plan for upcoming appointments and routes along with access to the information necessary for the next call, including last-minute updates

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Capture time, expenses, project issues, change requests and more. Productivity will increase making your construction projects run even smoother.

Access MYOB Advanced anywhere, at any time, with easy access via a web browser, or use the MYOB Advanced app for iOS or Android.

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MYOB Advanced Field Service Management provides real-time reporting on job status, technician activity, inventory usage, and more. With detailed dashboards, customisable reports, and real-time data insights, you can make informed decisions and optimise your field service operations. The reporting feature offers comprehensive insights into your business operations and helps you monitor and improve your KPIs. With MYOB Advanced Field Service Management, you can gain visibility into your service operations, reduce response times, and improve customer satisfaction.

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Support for multiple unions, locals, classes, benefits packages, and complex wages, as well as certified wages and executive compensation.

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