Clients First’s Extended Project Manager (EPM) makes it easy to keep track of equipment and assets in the Equipment Table by storing the details of generic or customer specific equipment. The module creates a history for that piece of equipment so you can see all quotes and repairs that have been done, putting real time data in the hands of your staff so you can make your customers happy.
A key benefit of the EPM’s Equipment table is its ability to track warranties associated with a specific piece of equipment or quote. This could mean that the part is covered by its original manufacturer and needs to be shipped off for repair or replacement. While reviewing the work order the technicians must send off a part that cannot be repaired in house or it’s on warranty and needs to be replaced by the OEM.
For example, if you take a car engine to a mechanic and want a rebuild done, the mechanic will take the engine completely apart and replace any bearings and gaskets that are worn. However, during this process he finds that the cylinder heads need to be machined and reshaped. The mechanic is not a machinist, so he must send the cylinder heads off to a machine shop for the job to be completed.
Watch our video on the MRO Sofware Equipment Table:
The same concept exists in the MRO industry, except on a much larger scale and with far more government compliance. The Equipment table’s ability to track that part and the cost of handling it with a third party, allows for your sales staff to provide a higher level of service and enables them to communicate to the customer exactly where their part is, and where it is going.
The Equipment Table’s essential functionality enables your sales team to provide better customer service, saving them the time and leg work of making calls, and running around various departs trying to find out where assets are within the systems.
For related blogs: See MRO Software: Quick Create Feature