Epiphany's Service Management Bundle
eService Management a bundled module designed to augment NetSuite, saving you customization time and money.
"We previously managed our installation and service schedules by hand; with eService Management we are able to schedule technicians from the Sales Order – for each individual service line of the sales order, automating what was once a paper intensive process. We are able to track time and equipment used to complete installation and service line items on a scheduled Event; allowing us to easily push these items to the sales order for invoicing purposes.
The eService Management Dashboard allows me to quickly see who is assigned to what service ticket or installation; what technicians are available; service tickets that are pending technician assignment, events and appointment to be closed and more. We will likely save an average of 10 hours per week managing technician schedules, tracking time and equipment to service work and installations with eService Management."
Dirk Propfe, Vice President, ET Group, a sound and visual communications company, based in Toronto Ontario, Canada
Enjoy the benefits of the only integrated solution for Service Management!
eService Management was designed to ease one of the biggest burdens Service Companies – scheduling.
Service companies using Epiphany’s eService Management can now create service schedules from the sales order and generate printed work orders for their technicians.
Being able to schedule jobs properly, even in the face of last-minute customer changes, is key to profitability. eService Management addresses this, taking into consideration everything from when to be where; to what types of service items need to be pulled for the job. As customer’s requests change, even at the last minute, eService Management updates the workflow simply and swiftly.
eService Management also notifies your client automatically of scheduled service calls so there are no last-minute “I didn’t know they were coming today” issues. eService Management lets you and your staff see every part of the business process, from initial bids to final invoices. You determine the level of access staff has to each element.
eService Management also includes Epiphany’s eCalendar Macro providing you with the ability to export your team’s calendars out of NetSuite and into a single Excel file for complete color-coded schedule visibility.
The eService Management dashboard lets your Operations Team see their entire day at a glance:
New orders that sales people have entered
Service events that need to be
Scheduled
Confirmed
Completed
Monitor which techs are assigned to what jobs
Below is an example of one of the Events that is generated from a Sales Order Line. A Work Order for the technician can be printed from this screen.
In the example shown below, when the cleaning is complete, the technician provides information such as actual hours, products used etc. allowing the Operations Manager to see the job profitability.
Epiphany’s eCalendar provides you with your event view of all your Resource’s schedules allowing you to easily export this search out of NetSuite and into a single Excel file for complete color-coded schedule visibility. Using native NetSuite calendar event functionality and a customized event search you are able to export that search as a file to display your calendar.
- Schedule Resource(s)
- Single Export of all Resources
- Run eCalendar
The eCalendar Add-in is added to Microsoft Excel (2007). To use simply click on the eCalendar Add-in located on the Add-Ins tab of a new Excel Spreadsheet.
You will be prompted to choose the files you wish to import. This is a Search that has been exported out of NetSuite into an Excel format. The import process will begin automatically after choosing the import file.
A sample of the eCalendar created from the import file is shown below. View your entire Team’s schedule at a glance!
eServiceManagement was developed by Epiphany based on intensive hands-on experience and incorporates known “best practices”. As always, further customization to meet your specific business requirements is always available.