Services

Services

Unlike industries focused on physical goods, service-based businesses rely on the effective management of resources, personnel, customer interactions, and billing processes. Toscana ERP addresses these unique needs and provides a centralized platform to enhance operational efficiency and customer satisfaction.

Toscana ERP takes your customer relationships to the next level. With built-in CRM capabilities, you can manage interactions, track communication history, and deliver a personalized experience. This translates into heightened customer satisfaction, loyalty, and repeat business, setting you apart from the competition.

Resource allocation is another critical facet of service-based businesses, and Toscana ERP excels at it. It optimizes resource distribution, whether it's personnel, equipment, or facilities, ensuring that the right resources are deployed efficiently. Additionally, for project-based services, Toscana ERP offers project management tools that help you plan, assign tasks, and track progress with ease.

Some of the most important functions of Toscana ERP for Services are:

• Project management – project planning, tracking, and task assignments
• Resource management - personnel, equipment, and facilities
• Customer relationship management
• Scheduling and dispatch
• Tracking time and attendance of employees
• Work order management - monitoring the entire service process from request to completion
• Service tracking – real-time tracking of service status and progress
• Integration and communication
• Billing and invoicing
• Mobile accessibility for field technicians and remote workers - update information, access schedules, and communicate with the central office in real time
• Analytics and reporting - insights into service performance, customer satisfaction, and other key metrics

OUR REFERENCE - AT BAS d.o.o.

AT BAS provides services for servicing, repairing, and maintaining automatic control elements and offers maintenance services for complete systems. They specialize in retrofitting automation systems in air conditioning.

AT BAS implemented the Toscana service module to plan service tasks, create and track project tasks and quotes, and document communication with clients. Field employees can work on mobile devices, enter notes into work orders, create travel orders, and capture on-site conditions using their mobile phone cameras. The image archive is automatically added to the work order. Additionally, they can immediately obtain the signature of the responsible person on the mobile device screen to conclude the work order. All data is instantly visible to administrative staff.