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Further your success with MYOB Advanced Business

MYOB Advanced Business Field Service Management

Allows you to rationalise your processes to reduce your costs and speed up your response times.

  • Track equipment, warranties & maintenance scheduling
  • Manage each aspect of your field operations; from product history to customer information
  • Service contract management is made easy with customer specific service schedules and dashboards that can notify your service team of expiring contracts

Field Service Management can be both a huge source of profit and an effective way to increase customer satisfaction.

Connecting your Field to Office anytime, anywhere infographic

MYOB Advanced Business Equipment Maintenance

Equipment maintenance inventory
Maintain all details of equipment and products installed at your customers’ facilities by make and model.

Preventative maintenance schedules
Define schedules for preventive maintenance service orders and associate them to recurring maintenance schedules or contracts.

Appointment generator
Generate appointments automatically for all service contracts with equipment maintenance requirements.

Service templates
Create templates for a predefined set of services. For example, create a template for the cleanup and calibration combination for HVAC equipment.

Warranty management
Establish warranties specifying the specific items under warranty to avoid confusion, mischarges, and objections. Classes can be mixed on the same service order, for instance, a two-year warranty on parts and a one-year warranty on labour.

Capture and invoice for all parts and labour related to the services rendered.

Equipment Management MYOB

Mobile service management
Send updated orders and appointments to any mobile device.

Master contracts
Combine multiple contracts by customer.

Service parts
Provide access to service parts inventory and automated sourcing.

MYOB Advanced Business Service Management

Optimal Route Planning
Optimise routes for appointments with the ability to filter appointments by several different criteria. Routes are graphically plotted in maps for each service person.

Mobile service management
Keep your staff members connected through any browser enabled device or using the native mobile Android and Apple iOS (iPad) app.

Emergency Service Calls
Use visual tools to add unplanned service calls and see how changes to planned routes will affect the team with the least amount of impact to the planned schedule. Have the new service order sent to the technician’s mobile device.

Dashboards and business intelligence
Create personalised dashboards easily and turn raw data into rich visuals to track progress and spot trends as they happen.

Team approach to sales and service
Customer Management (CRM) is part of MYOB Advanced Business, not a loosely integrated module. From marketing, quoting, bidding, to installing and field services, the customer information is visible throughout the organisation providing a 360-degree field of all customer interactions. When selling equipment, the installation appointment can be scheduled while the user is in order entry.

Track project costs
Field Service Management is not just for small projects. When the installations are very large (tasks, people, or equipment), all the costs (time, materials, and expenses) of each phase of the project are tracked in MYOB Advanced Business Project Accounting. Compare actual project costs with original and revised budgets in real time.

Employee Scheduling
Employee scheduling

Route planning
Route planning


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