Maintenance, after-sales and service call module of the Herakles ERP

Description

This add-on module records customer requests and schedules the service visits that answer them. It can hold both the company's own production equipment and a fleet of machines installed at customers' premises, each item belonging to a configurable type. The service sheet is attached to one or more items of equipment, can give rise to a quotation and is linked to the customer relationship actions. A service report is written, the visit is switched to ready for invoicing, and both hours and consumables are charged to the service or works docket; invoicing follows the rules of the maintenance contract and the warranty. In the field, the engineer looks up the schedule, finds the customer's details, books time and expenses, writes or dictates the report, scans a barcode, photographs the work and collects the customer's signature. When online, the entries are sent back to the office in real time.