BOS SERVICE MANAGER FEATURES AND BENEFITS
The Service Manager module provides full control over the customer engagement lifecycle — covering accounts management, sales pipeline tracking, and customer service delivery. With built-in dashboards, automated workflows, and detailed reporting, Service Manager helps businesses manage prospects, customers, services, and contracts efficiently and effectively.
Discover how these cutting-edge solutions can transform your organisation.
BOS SERVICE MANAGER FEATURES AND BENEFITS
The Service Manager module provides full control over the customer engagement lifecycle — covering accounts management, sales pipeline tracking, and customer service delivery. With built-in dashboards, automated workflows, and detailed reporting, Service Manager helps businesses manage prospects, customers, services, and contracts efficiently and effectively.
Discover how these cutting-edge solutions can transform your organisation.
Customer Service Management
Centralised Enquiry Management - Capture and track all customer service enquiries — across sales, production, and accounting — in one streamlined system.
Contracted Service Management - Manage maintenance, repairs, metered services, and other contracted services with full visibility over service schedules and contract terms.
Job Cards and Resource Allocation - Generate job cards for service activities, assign technicians or service teams, and track job completion and feedback.
Complaint and Issue Tracking - Record service complaints and issues, monitor resolution processes and ensure compliance with defined SLAs.
SLA Monitoring and Compliance - Track service delivery against customer-agreed SLAs to improve accountability and customer satisfaction.
Service Cost and Revenue Tracking - Monitor service-related costs and revenue streams, linking them to customer accounts for accurate financial reporting.
Sales Management
End-to-End Sales Lifecycle Tracking - Manage prospects and opportunities through dashboards that visually track every sales stage, from lead to deal closure.
Quotation and Opportunity Management - Create and manage quotations linked to sales opportunities, ensuring seamless progression from enquiry to confirmed order.
Pipeline Visibility - Monitor live sales pipelines with real-time updates on values, expected closing dates, and opportunity health.
Task Management for Sales Teams - Assign activities, set deadlines, and track progress to ensure consistent follow-up and improve conversion rates.
Sales Reporting - Drill down into sales data with customisable reports to understand pipeline performance, win rates, and sales trends.
Accounts Management
Manage Customer and Supplier Accounts
Track and manage detailed information for customer and supplier accounts, supporting efficient handling of account-related queries.
Account Query Management - Capture, assign, and track queries related to invoices, payments, credit notes, and statements to ensure accurate and timely resolution.
Link Queries to Transactions - Directly link account queries to the relevant invoices, payments, or credit notes, maintaining full visibility and traceability.
Audit Trail of Communications and Actions - Keep a complete record of all communications and actions taken on an account query for accountability and compliance.
Escalation and Approval Workflows - Define approval processes for account adjustments, credit notes, and other financial actions to maintain internal control.
Reporting on Outstanding Queries - Real-time reports on open, resolved, and overdue account queries help identify bottlenecks and improve financial operations.
Reports and Dashboards
Management Reports - Provides comprehensive management reports with customisable output formats, offering critical insights for decision-making.
Entity or Group Reporting - Generates consolidated group reports and entity-specific reports, enhancing overall visibility and detail.
Interactive Reports and Dashboards - Offers interactive reports with drilldown, sorting, grouping, and filtering features, facilitating deeper analysis.
Comparative Views - Provides side-by-side comparisons and historical data analysis, improving performance analysis and trend identification.
Dashboards and Charts - Features visual dashboards and customisable charts, enhancing quick insights and decision-making.
Customisable Output - Offers customisable report outputs in multiple formats, meeting specific reporting requirements and enhancing flexibility.
Customer Service Management
Centralised Enquiry Management - Capture and track all customer service enquiries — across sales, production, and accounting — in one streamlined system.
Contracted Service Management - Manage maintenance, repairs, metered services, and other contracted services with full visibility over service schedules and contract terms.
Job Cards and Resource Allocation - Generate job cards for service activities, assign technicians or service teams, and track job completion and feedback.
Complaint and Issue Tracking - Record service complaints and issues, monitor resolution processes and ensure compliance with defined SLAs.
SLA Monitoring and Compliance - Track service delivery against customer-agreed SLAs to improve accountability and customer satisfaction.
Service Cost and Revenue Tracking - Monitor service-related costs and revenue streams, linking them to customer accounts for accurate financial reporting.
Sales Management
End-to-End Sales Lifecycle Tracking - Manage prospects and opportunities through dashboards that visually track every sales stage, from lead to deal closure.
Quotation and Opportunity Management - Create and manage quotations linked to sales opportunities, ensuring seamless progression from enquiry to confirmed order.
Pipeline Visibility - Monitor live sales pipelines with real-time updates on values, expected closing dates, and opportunity health.
Task Management for Sales Teams - Assign activities, set deadlines, and track progress to ensure consistent follow-up and improve conversion rates.
Sales Reporting - Drill down into sales data with customisable reports to understand pipeline performance, win rates, and sales trends.
Accounts Management
Manage Customer and Supplier Accounts
Track and manage detailed information for customer and supplier accounts, supporting efficient handling of account-related queries.
Account Query Management - Capture, assign, and track queries related to invoices, payments, credit notes, and statements to ensure accurate and timely resolution.
Link Queries to Transactions - Directly link account queries to the relevant invoices, payments, or credit notes, maintaining full visibility and traceability.
Audit Trail of Communications and Actions - Keep a complete record of all communications and actions taken on an account query for accountability and compliance.
Escalation and Approval Workflows - Define approval processes for account adjustments, credit notes, and other financial actions to maintain internal control.
Reporting on Outstanding Queries - Real-time reports on open, resolved, and overdue account queries help identify bottlenecks and improve financial operations.
Reports and Dashboards
Management Reports - Provides comprehensive management reports with customisable output formats, offering critical insights for decision-making.
Entity or Group Reporting - Generates consolidated group reports and entity-specific reports, enhancing overall visibility and detail.
Interactive Reports and Dashboards - Offers interactive reports with drilldown, sorting, grouping, and filtering features, facilitating deeper analysis.
Comparative Views - Provides side-by-side comparisons and historical data analysis, improving performance analysis and trend identification.
Dashboards and Charts - Features visual dashboards and customisable charts, enhancing quick insights and decision-making.
Customisable Output - Offers customisable report outputs in multiple formats, meeting specific reporting requirements and enhancing flexibility.
