| Windward offers full support
for equipment sale and service companies. In some industries this is known
as Whole Goods Management as we can track an entire piece of working equipment
instead of just the parts. When you purchase a new unit, it will go into
inventory as being owned by you and you capitalize the cost. If you add
value to the item before selling it to the customer. If you sell RVs for
example, you might add carpeting, air conditioning or a satellite dish.
When you sell a unit to a customer, the ownership record changes, but
the purchase and service history stays with the unit. As service work
is done over the years, each service ticket is entered against both the
customer that is paying the bill and the unit being serviced. This allows
you to track each piece of equipment a company may own.
Service is important. By tracking all the service calls, you can quickly
identify repeat problems, and if so, know that you are treating the symptoms
instead of the root cause. On the other hand, customers may complain that
you performed the same service several times, but you can quickly track
if those service calls were to the same or different units.
On the unit record, you can also store information critical to the unit
such as air and oil filter types and other consumables that the customer
may order on a regular basis. This can ensure you deliver the right goods
and improve the quality of your customer service.
Windward also includes a strong service module that allows your service
coordinator to schedule work, enter work orders and assign priorities
to that work. For example, a job can be flagged as Urgent, Important,
Service Shop, Waiting for Parts, and Completed and Ready for Invoicing.
You can create up to 16 priorities based on your business and needs. As
a work order (service ticket) progresses, you can change the status from
one type to another. The service coordinator can then keep careful track
of all open work orders and schedule the technicians based on priority,
etc.
Of course, we can also schedule work such as monthly or annual service
work and have pop up reminders. The system can also track copy counts,
mileage or hours used of each piece of equipment so that you know when
service work was done and when more maintenance should be scheduled.
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