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Technical Services

Enterprise software management solutions provided by CitySoft for the Technical Services industry

Solutions

9

Sage X3

DIMO CMMS

Fast-track growth with enhanced IT infrastruture that syncs your data flow giving you real-time inisight 

If you’re running a service management business, you will already know that client expectations of rapid service delivery from well informed technicians have never been higher. They have an expectation that your people have the equipment, the parts and the know how to support their business. They expect your service company to support your technicians with modern communications that connect every area of your business so you can be more responsive and informed.

If your current business software solution is preventing your people accessing up to the minute customer information or access to the resources they need to service your customers, it could be costing you customers and profits. The smartest SME Service Management businesses turn to organisations such as CitySoft for help to incorporate modern technologies into their service delivery model. CitySoft’s extensive experience with this sector ensures companies receive the right advice and the right business software solution to achieve their immediate and future needs. 

Sage X3 for SMB providers of technical field services

Sage X3 as a Web native application supports system access by field service personnel, utilising the latest mobile technologies to service history, equipment details including serialised items and parts, purchasing, account details, and CRM based activities, contacts and tasks such as booking a new appointment whilst on-site.

Control over your resources with accurate data insights.

Sage X3

The Sage X3 product foot print includes powerful after sales service management software that will streamline your after sales business services processes, improve stock control and people management, and help drive business profitability.

Service Manager incorporates customisable workflows for ‘do and charge,’ project and job related services, as well as equipment specific technical services. Configurable approval processes and alerts further streamline delivery efforts. Maintenance of a resources skills matrix helps with recruitment to fill current or pending gaps and scheduling of available resources.

Sage X3 supports better management of spare parts inventory, ensuring you free up working capital by maintaining an optimised parts inventory. Advanced equipment card creation from sales order entry aids with warranty, spare parts and after sales servicing of equipment.

An enterprise-wide solution for labour and product based project and job engagements; after sales service, billing, spare parts management, and warranty and maintenance fulfilment. Sage X3 supports sophisticated volumetric billing models and simple client entry, via a Web client, of consumption data that can trigger invoicing, service requests and consumables replenishment.

System Options

As of version 11.2, Sage X3 includes advanced projects & jobs management and electronic timesheets, that expand upon the after sales equipment services functionality in standard Sage X3. Coupled with the expense management App, & low cost transactional user licenses, companies involved in the supply of technical services whether or not they include parts or time only billing and whether the services and or parts are assigned to a one off appointment or a larger job or project can now incorporate all their people and processes associated with service delivery.

Perhaps best of all, with Sage X3, company managers will have both control over resources and accurate timely information, that supports full recovery of and billing to clients for services rendered. The system will also deliver better stock management, resource scheduling and expense capture.

Service Management

In addition to many of the functions you would expect from a ‘best of breed’ mid-market ERP software solution, Sage’s Service Management solution delivers an extended set of out-of–the-box business benefits.

Sage X3 Service Manager incorporates customisable workflows for ‘do and charge,’ project and job related services, as well as equipment specific technical services. Configurable approval processes and alerts further streamlines delivery efforts. Maintenance of a resource skills matrix helps with recruitment to fill current or pending gaps and scheduling of available resources.

CitySoft helps you configure Sage X3 to better manage resources, costs and people. The system supports better management of spare parts inventory, ensuring you free up working capital by maintaining an optimised parts inventory. Advanced equipment card creation from sales order entry aids with warranty, spare parts and after sales servicing of equipment.

Sage X3 is an enterprise-wide solution for labour and product based project and job engagements; after sales service; billing; spare parts management; and warranty and maintenance fulfillment. The system supports sophisticated volumetric billing models and simple client entry, via a Web client, of consumption data that can trigger invoicing, service requests and consumables replenishment.

Project Management

Sage X3 ERP platform helps your business better manage project-based engagements. The project management tools will allow you to manage projects from design, through to completion, by providing a dual customer and operational view. This view is enhanced through centralisation of all project-related components and events, as well as standardisation of the associated processes.

Sage has used its experience working with the most successful Service Management companies around the globe to develop the tools to help you simplify project management processes, ensuring accurate tracking and situation intelligence to help you adapt to changing circumstances.

Measure a project’s financial performance in order to control jobs, assess their profitability, compare current and historic projects, and model projects and jobs for forecasting, quoting and scheduling purposes.

Extend With Dimo (CMMS)

DIMO Computerised Maintenance Management System (CMMS) for Sage X3 Enterprise Management, provides companies with an asset and facility maintenance solution encompassing effective resource planning for maintenance engineers allocation, spare parts consumption and booking of resources. DIMO software is designed to increase the availability and performance of equipment by decreasing downtime and failure of equipment. DIMO helps simplify asset management and renewal asset decision making by measuring the precise cost of ownership of assets.

DIMO CMMS software when connected to Sage X3, often with A.P.S scheduling, P.L.M. and M.E.S. functionality, includes asset maintenance schedules into production schedules for more accurate planning and forecasting and corrective maintenance management.

DIMO also assists with accurate cost accounting and asset management as well as helping co-ordinate HRM activities to reflect planned CMMS activities.

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