Improved field service software
Wynne Systems introduces new field service capabilities for RentalMan that address increasing complexity in field service operations, providing a seamless, fully digitalized process from start to finish.
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| The RentalMan integration between its existing service and logistics platforms delivers a streamlined, efficient process tailored for service managers, dispatchers, and field mechanics |
The RentalMan integration between its existing service and logistics platforms delivers a streamlined, efficient process tailored for service managers, dispatchers, and field mechanics.
The new capabilities offer a comprehensive, step-by-step process designed to enhance visibility and communication. Richmond breaks down how a typical field service request would be handled with the new integration:
1. Customer Service Requests: Using Wynne Systems’ Customer Portal, customers can create service requests for both rented and owned equipment, which automatically flow into the Service Solution for review. Automated maintenance requests also integrate seamlessly, eliminating manual review for repetitive tasks.
2. Service Manager Approvals: Service managers receive email notifications of new requests, which they can approve or reject. Approved requests automatically generate workshop quotes or orders.
3. Automated Notifications: Service Solution sends notifications via SMS or email to the team, with an automated prioritization algorithm reducing process friction and increasing time savings.
4. Scheduling with Logistics Solution: Field service tasks appear in the 360-view scheduling application, providing coordinators with real-time visibility of field mechanics’ locations and schedules. This ensures tasks are allocated to the closest mechanic, optimizing efficiency.
5. Customer Updates: Customers receive automatic notifications about upcoming services, reducing the need for phone calls and emails.
6. Mechanic Updates: Field mechanics use a mobile app to view and update their schedules, jobsite locations, and workshop orders. The app syncs in real-time, even in areas with poor reception.
7. Service Manager Reviews: Upon job completion, service managers receive automatic updates and review workshop orders in the Close and Bill Application.
8. Automated Invoicing: The system generates a workshop invoice for the customer upon review completion, speeding up the invoicing process and improving cash flow.
The new field service capabilities streamlines operations and significantly enhances the relationships between customers and rental companies. By providing real-time updates and improving service efficiency, rental teams can also maintain a competitive edge in the market.
https://wynnesystems.com/rentalman/field-service/
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