Module deep-dive
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.
Own the customer lifecycle
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 & Resource Allocation
Generate job cards for service activities, assign technicians or service teams, and track job completion and feedback.
Complaint & Issue Tracking
Record service complaints and issues, monitor resolution processes and ensure compliance with defined SLAs.
SLA Monitoring & Compliance
Track service delivery against customer-agreed SLAs to improve accountability and customer satisfaction.
Service Cost & Revenue Tracking
Monitor service-related costs and revenue streams, linking them to customer accounts for accurate financial reporting.
From lead to close
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 & 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.
Every account, in view
Accounts Management
Manage Customer & 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 & Actions
Keep a complete record of all communications and actions taken on an account query for accountability and compliance.
Escalation & 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.
See the whole picture
Reports and Dashboards
Management Reports
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 & Dashboards
Interactive reports with drilldown, sorting, grouping, and filtering features, facilitating deeper analysis.
Comparative Views
Side-by-side comparisons and historical data analysis, improving performance analysis and trend identification.
Dashboards & Charts
Visual dashboards and customisable charts, enhancing quick insights and decision-making.
Customisable Output
Customisable report outputs in multiple formats, meeting specific reporting requirements and enhancing flexibility.