Service Management Features
SAM Service Management Software streamlines the management of your service department and gives a holistic view of your customers. It allows you to manage customer assets, plan maintenance jobs, provide help desk services, manage remote engineers, and resource planning. It simplifies and automates every aspect of your service department and provides a greater insight into your business. SAM helps to improve your company’s efficiency and reduces operating costs. The suite of SAM Service Management Software modules enables your engineers, technicians and administrators to resolve customer issues in a minimal amount of time, removing end-user frustration.
Manage your company’s interaction with customers, increasing sales and improving customer retention.
Track your fixed assets, always know who the asset is allocated to, and when the asset is due back. You can also track customer assets and manage the asset’s service history.
Manage your stock, know your bestselling, and most profitable product lines, know how much profit you’re making, manage your stock levels and make the right decisions about what to order.
Manage your cashflow, buy the right products from the right suppliers at the right time. Always have an up-to-date, and comprehensive view of suppliers, your spend, their performance, and risk’s
Create quotations quickly and send to customers. You can create and send professional-looking quotes to customers in minutes.
Use our reporting software to gather information and provide insights into various aspects of your business. You can create and run reports at the touch of a button, ensuring that your company’s profitability is improved.
Allow customers to login at any-time to report issues, they can also review the status of jobs that are being worked on.
With email notifications you can inform customers whenever a change or update has been made on reported issues or jobs that are being worked on or updated
Whenever a job is entered onto the system a job-sheet can be automatically created from the details entered. You can assign engineers, add parts, expenses. The Job History can be seen at a glance.
Whenever a purchase is made we interact with a barcode, but rarely do we give them much notice. Sam’s serial numbers and barcode features are used for tracing products from the manufacturer through to the end user.
Use SAM’s Data migration process to move data from your spreadsheet or other applications that are currently being used by the company, ensuring that your new system is setup with your existing data and ready to use
Sage 50 Fast order plugin, to quickly select a previously ordered items for reordering, or if the customer wants to order something new, you can use the search facility to find their desired product with pricing. This completely removes the need to write down or type in each order repeatedly
Use Sam’s eCommerce and sage accounts plugin to integrate your company’s eCommerce website to your back-office accounts or inventory system. This will speed up order processing and alleviate rekeying errors
Sam’s job scheduling software ensures that you can easily manage your staff schedules from anywhere. You can drag jobs onto the desired time the assigned engineer will be instantly notified of updates to their schedule
Use Sam’s job tracking software to track the status of jobs and hours spent on individual tasks. You can check on job progress and calculate billable hours.
The SAM Mobile App expands the benefits of SAM Service Manager from your office administrators to your mobile workers. It is a portable and flexible solution designed to track and maintain service requests.
The SAM Service management application incorporates an interface into Sage 50 Accounts, delivering a seamlessly integrated front of office and back office system
SAM’s Service Agreements module simplifies contract management and provides a centralized repository for entitlement information.
The Sales orders module is a primary module within the Sam system it allows for the creation of sales orders, invoices, shipping of goods and processing of completed orders into the accounts.
The purchase order module facilitate the management of purchase orders, from generating orders through to recording purchase invoices.
The SAM jobs management module is the home of all your job management activities, it combines with modules to streamline the day to day operations of your business.
Create sales orders, quotations, jobs for potential or existing customers, then if they want to proceed with the order, you can quickly process the order.
Use Sam’s bookings diary to exchange information between the administration team, mobile workers and management.