Our’s is a small service based business to provide Maintenance and Repair services for industrial machines. Our primary activity is repair services, but we also deal with sales of new and used machines, new and used parts, consumables etc.
I am looking for an ERP solution that can help us manage service business that includes workflow from receiving service call (or complain / issue), assigning it to a technician, scheduling, recording the visit time & traveling time, invoicing.
I expect the ERP to provide reports like
Cost of each service job that includes engineer’s time (onsite and travel), spare parts cost, workshop cost (if any repairs to be done by outside workshop), other traveling expense etc.
Reports like productivity of technicians on daily and monthly basis.
Status of Jobs like assigned, scheduled, held for spare parts, completed, invoiced etc.
In service we deal with various products of various models from various manufacturers. We need to have data base of all these products in the ERP. And we need to have list of all these machines (or products) that we repair linked to the Customers who own them (similarly to Contacts linked with Customer in ERPNext).
When we receive a service call we note down the Customer, Machine and Complain (issue). We assign the job to technician, schedule it. The technician visits the customer, repairs (or rectifies the issue). The technician then fills up a service report form (which is a hard copy) with details of the machine ( Model & Serial Number), Visit dates and timing, Problem details, work performed and approval signature from the Customer. And finally an invoice is raised against that service report.
How can I customize ERPNext to implement it for our business.