APplus Service Management
Simply more service for the service.
APplus Service Management
Modern service management, in which all functions can be flexibly configured, enables you to maintain your customer relationships in the long term. Our reliable service management tool ensures smooth management of systems, service contracts and much more.
The best thing about it: APplus ensures end-to-end planning, handling and tracking of service processes. From mobile time recording and checklists to the billing of travel times.
APplus Service Management offers you
- Ready for immediate use
- Asset management
- Maintenance contracts
- Service orders
- Service scheduling
- Resource planning board
- Seamless transfer to the app
- APplus Mobile Service & Mobile Time
- Offline mobility through app
- Service controlling
- Helpdesk
Ready for immediate use
APplus Service provides all functions in a flexibly configurable manner and paves the way for service providers to have a fully integrated ERP system that is ready for immediate use and seamlessly connects all their requirements. The handling of all business transactions in integrated processes replaces the isolated solutions and inconsistent data stocks that were previously common. This makes APplus a powerful tool for planning, controlling and ongoing performance monitoring in a service-oriented company.
Asset management
The core of the APplus service module is system and device management. This documents exactly which components are installed at your customer’s premises and in what condition – including their changes over time. This also includes determining the warranty period of a system or displaying system-related service order statistics. Serial number or batch tracking complete the range of services. From delivery to the present day, all changes to a system can be tracked precisely.
Maintenance contracts
Maintenance contracts generally relate to a system operated by a customer. They can be agreed in APplus for any duration and due date. Maintenance contracts that are due are automatically proposed for invoicing. The management of spare parts can also be regulated in the maintenance contract. Maintenance revenues can be booked as sales in monthly installments in accordance with tax regulations – a task that previously often required a lot of manual rework.
If cyclically recurring service activities are to be carried out for a system, these are also managed in the maintenance contract. A service order is then automatically generated for the next date, showing the activities to be carried out. The next maintenance date can be determined on the basis of the last maintenance.
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Customer loyalty
Installations
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Service orders
Unlike regular sales orders, service orders are often subject to special conditions. This is why service orders are mapped in a separate function group in APplus. All typical challenges can be processed here as standard:
- different contact persons for service provision and invoicing,
- Assignment to an installation in APplus,
- Assignment of service technicians to service activities,
- typical tasks of technician and travel time accounting and
- the in-house logistics of spare parts management and invoicing in the service area.
The account assignment determines whether the costs of the service assignment are booked to the customer order, the project or as a separate order. Company- or resource-dependent working hours and special working hours (e.g. night work) can be billed, as can company-, address- or resource-dependent travel conditions.
Service scheduling
High demands on resource planning in project and service processing? No problem with APplus! APplus service scheduling supports you with effective functions such as
- Assignment of resources to service activities (both in the service offer and in the service order)
- Consideration of the prerequisites (qualifications) of the service technician in order to ensure optimum performance of the service assignment
- Determination of the earliest possible deployment date, taking material availability into account
- Hourly planning of service activities
- Check for scheduling conflicts with resources
RESOURCE PLANNING BOARD
With the resource planning board, you always have an overview of all your resources. APplus offers you a wide range of options for efficient planning, such as
- Graphical service scheduling
- Planning of resources in the service and project areas
- Creation of service orders in the planning board
- Quick overview of the type and status of the service assignment
- Wide range of filter options
- Assignment of resources to service activities via drag & drop
- Consideration of the prerequisites (qualifications) of the service technician in order to ensure optimum performance of the service assignment
- Determination of the earliest possible deployment date, taking material availability into account
- Hourly planning of service activities
- Check for scheduling conflicts with resources
- Display of appointment blockers
Seamless transfer to the APp
- Customer information
- Contact person on site
- Location of the machine
- Documents and files assigned to the machine or the item of the service order
- Preallocations for time messages and material
- Checklists
- Service codes
APplus Mobile in detail
The outstanding suitability of APplus for mobile use pays off, especially in service and personnel time recording. Whether using a notebook, smartphone or tablet: with APplus Mobile, service technicians are always connected to their company and can easily synchronize all relevant data with APplus.
APplus Mobile is a highly integrated component of the ERP system. This means that there is no need for time-consuming workshops and setting up the interface – it is already an integral part of APplus. And out of the box.
APplus Mobile offers the following modules from which you can choose:
- Mobile Service: Processing of service tasks.
- Mobile Time: recording staff times and vacation requests.
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Key functions of APplus Mobile at a glance
- Navigation to the customer:
The customer address is set as the navigation destination at the touch of a button. This saves users from having to search for and manually enter address information. - Recording travel and working times as well as breaks:
The recorded times are transferred to APplus and form the basis for billing. Thanks to the seamless integration, cancellation processes are also correctly supported. - Recording travel expenses:
Travel expenses can be recorded including receipts. Documents, such as fuel receipts, are also transferred to APplus. - Recording of material bookings:
Required material is recorded by the employee – if required, also by scanning a barcode or QR code. The corresponding intended use, such as installation, removal or replacement, results in seamless material booking in APplus. - Recording images and videos for documentation purposes:
The recordings made are displayed in the work report and archived in APplus. This means that a description of the facts is available even after the job has been completed. - Editing checklists:
Individually created checklists from APplus are available for editing in the app. The results are reported back to the system and ensure compliance with mandatory requirements. - Use of a real warehouse:
Technicians book their material consumption in their warehouse, which is connected to APplus and reconciled. This ensures that the stock overview is always correct. - Stock lists:
Users always have a complete overview of the availability of spare parts for planned operations. - Recording returns:
If a part is removed, it is returned via the returns process. This ensures a seamless booking process without media discontinuity. - Determination of chargeability:
The chargeability of working hours and materials can be controlled individually. Users receive information on chargeability and can change this independently depending on the setting. - Booking of non-stock items:
This enables the booking of items that are not in the user’s stock. This means that unplanned material that is not in the technician’s stock can also be used. - Communication via activities:
Activities can be created by app users and assigned to office staff. If the activity is completed, automatic feedback is provided. - Get in touch:
APplus Mobile Service provides access to customer contact details. This makes it easy to contact them if necessary. - Access to documents:
Users receive all relevant documents such as circuit diagrams or building plans with the task. - Creating a work report:
At the end of a job, a work report is created that transparently presents the time worked, materials used and activities carried out for the customer. The document can be signed by those involved and archived in the APplus DMS. The report template is simple and customizable. - Sending by e-mail:
After completion, the work report can be sent directly to the customer by e-mail. Recipients are automatically suggested depending on the master data.
Work offline and online
APplus Mobile Service
Easy availability
Always up to date
Intuitive operation
Cross device working
On-call services
Assistance function
Order-related warehouses
Offline capability
APplus Mobile Time
With the licenseMobile Time license you can record staff times and apply for leave. This supports employees when booking time in the home office, for example. And always offers full transparency regarding the time quota.
Time bookings:
- Booking coming and going
- Booking interruptions such as breaks, doctor’s appointments, etc.,
- Display of the booking history
- Mixed operation: logging in to the app and logging out at the terminal in the company. Or vice versa.
Vacation request:
- Requesting or canceling a vacation
- Overview of the processing status: The app user can see the processing status of their application. This allows the applicant to quickly see whether their leave has been approved.
Map connection with APplus Quickview
The APplus QuickView map connection provides a quick and easy overview of location data. For example, you can geocode the address data of an installation and display it on the map. APplus can then be opened directly via the detailed information. This not only gives you access to precise location information and comprehensive location data at all times, but also increases your efficiency.
Service controlling
The systematic analysis of service deployments and causes of errors is an important contribution to optimizing your own business processes. In addition, there is the business analysis of expenses and revenues in the service area. APplus documents all relevant data in the ongoing business process and makes it available to decision-makers in needs-based evaluations.
Helpdesk
Today, service inquiries usually reach the company hotline by telephone or email. The reference to the respective customer, a system or an existing maintenance contract is clearly established as soon as the request is recorded.
This also clarifies how the costs incurred are to be charged. APplus offers the complete range of services here:
- Documentation of the processing status
- Escalation management
- To-do lists for helpdesk staff
- Automatic generation of service orders
- Creation and maintenance of a knowledge database based on the problem solutions identified
- Generation of service offers and orders from the service request
- Creation of activities (to-dos) for internal employees
The APplus Helpdesk module is suitable for use by both capital goods manufacturers and IT service companies.
