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accounting software / accounting packages, Australia, NZ, UK
Service management software

Sybiz Vision Service Manager

Service management software

Sybiz Vision Service Manager (VSM) is a powerful Microsoft Windows®-based service management software module designed specifically with the needs of service industries in mind

Sybiz VSM’s flexible design and industry specific routines make it easy to process service calls. Sybiz VSM is the ideal time saving solution for service-orientated businesses such as:

  • air conditioner sales/service
  • electrical appliance sales/service and contractors
  • IT/computer hardware/software
  • photocopier lease/service
  • other service-orientated businesses

 

Sybiz VSM benefits include:

Effective management of service calls

Sybiz VSM’s functionality is built around an extensively integrated service call management and accounting system. You can log service calls (from automated reminders or direct customer contact), allocate and schedule jobs to technicians, print job cards, assign materials and invoice jobs. In the process, all relevant account histories are updated.

Real-time information

The optional Sybiz VSM Mobile module brings service management software to the mobile workforce. Organisations operating Sybiz Vision Service Manager can send job information to PDA-equipped technicians and track the progress of jobs through information entered into PDAs in the field. Data is transferred in real-time over the internet through a PDA device.

Seamless integration

Sybiz VSM is one of a range of industry-specific applications integrated with the Sybiz Vision accounting package. This integration gives you many advantages, particularly with processing, as you need only enter information once. For example, a serial tracked item can be sold in the distribution system then automatically picked up by the service management system for warranty tracking and installation supervision.

Flexible reporting

Service management software is only as good as its reporting. Sybiz VSM provides a multitude of reports which enable you to assess the performance of your business and staff, and the status of your jobs. Extra reports can be created using popular report writing tools or one of our Authorised Business Partners can design reports for you.

Adaptability and ease of use

Like all Sybiz vertical solutions, Sybiz VSM is designed with your business in mind. Its ability to adapt to your business processes makes it an ideal choice. Your staff will be up and running with the software in no time, making it both a time and money saving solution for your service tracking needs.

Sybiz Vision Purchase Order module

With the optional Sybiz Vision Purchase Order module, multiple purchase orders can be raised for any job or combination of jobs on one order. Deliveries can be placed against jobs before invoicing and then updated later with invoice details, allowing for real-time processing.

How does Sybiz VSM work?

Sybiz VSM flow chartLog the request for service

When the customer calls, the service request is immediately logged in Sybiz VSM.

Allocate and handle the request

The job is then allocated to a designated person to perform the task and follow through on the request.

Allocate labour and parts to the request

As part of servicing the request, stock and time are recorded in Sybiz VSM to monitor the full outgoings on a job.

Close and invoice the request

When it comes to invoicing the job, Sybiz VSM has automatically recorded all internal and external costs on the invoice.

The processes above are further divided into subprocesses which handle specific functions such printing job cards and scheduling the periodic maintenance of service items.

Print the job card

Once a task has been allocated, a job card may be printed and taken to the on-site call by the technician.

Schedule maintenance

The operator is prompted that scheduled maintenance is due on a particular piece of equipment.

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