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Choosing a service tracking program: what to look for

A service process run on Excel and paper forms slips out of control as it grows: which device is at which stage, which part was used, what was told to the customer? A service tracking program should answer these on one screen.

Features it should have

  • Service file: Device, customer, fault and past actions in one record.
  • Work order: Record of tasks, labour and time.
  • Parts and stock: Used parts deducted from stock; see stock tracking and barcode systems.
  • Quotes: Automatic quotes from line items and approval tracking.
  • Photo archive: Before and after images of faults and repairs.
  • Reminders: Maintenance dates and open jobs.
  • Reporting: Monthly jobs, income and parts use.
  • Backup and permissions: No data loss and control over who sees what.
  • Working mode: Does it work when the internet drops? See offline-first software.
  • Connections to other systems: Integration with accounting or email.

Ready-made or custom?

For standard needs a ready program is enough. If your workflow is specific, such as a yacht electronics service, a custom program is more efficient. For this decision see custom software or off-the-shelf.

Within AYM Flow we are also developing a desktop program for technical services; follow our products at AYM Flow. For your own need, see our software development in Bodrum service.

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