2020 Insight: Service Management

The Service Management Module takes the customer journey from design and manufacturing through to delivery and installation or other service required in the final phase of a job.
  • Support all installation and service activities required at a customer site
  • Schedule time, resources, professionals and equipment
  • Share service activities calendar with installers and contractors in the field
  • Improve communication and customer satisfaction
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Manage installation services with real-time communication

Service management


Job sites

Schedule job sites

Manage and schedule job site services for one or more orders based on sales orders and installation requirements.

Manage installation

Monitor project resource utilization, signoffs and due dates for jobs, in real-time, to improve customer service.

Share calendars

Access a consolidated view of service professionals and schedules based on customer needs and production timelines.