Every Service Job, From Intake to Invoice.
Service Management is upcoming in AYBN ERP. It will connect customer products, engineers, parts and billing, so every service job is tracked and billed.
AYBN ERP — From Lead to Ledger, Everything Connected.
- Intake (upcoming)Condition, accessories, photos and fault
- Engineer (upcoming)Assigned by skills and availability
- Estimate and approval (upcoming)Customer approves the work
- Repair and parts (upcoming)Parts issued from stock
- Invoice and paymentAvailable today for sales
Service jobs tracked on paper go missing.
Products left for repair, parts used and charges billed are easy to lose track of.
Lost job status
Customers call to ask where their product is, and nobody knows.
Parts not billed
Parts used on a job are not issued from stock or charged.
Warranty disputes
Without service history by serial number, warranty checks are guesswork.
Service will use the customers, stock and billing you already run.
Service jobs will use your customer records and your stock of parts, and bill through invoices and payments that post to your books.
Will receive: Customer records, serial numbers and spare-parts stock.
Will feed: Parts will leave stock, and service charges will be billed and posted to your books.
AYBN ERP — From Lead to Ledger, Everything Connected.
What it will do
These capabilities are upcoming. They are not available yet, and we do not publish dates until we can commit to them.
Service requests and job sheets
UpcomingNumbered job sheets with the product’s condition, accessories, photos and reported fault.
Engineer assignment
UpcomingAssign jobs to engineers by skills and availability.
Service status tracking
UpcomingFollow each job from received and diagnosis through approval, repair and testing to delivery.
Warranty and service history
UpcomingWarranty checks and service history by serial number.
Parts and service billing
UpcomingIssue parts to jobs and bill service charges through invoices and payments.
Service reports
UpcomingReports on service jobs, engineers and parts.
Want to know when Service Management arrives?
Get updates on Service Management, or book a demo of what AYBN ERP does today.
How a service job will move.
The service steps are upcoming. Invoicing and payment, at the end, are live today.
- StepAvailable today
- StepUpcoming
- Not linked yet
The Service Management workflow
- Customer
- Job Sheet (upcoming)
- Diagnosis & Estimate (upcoming)
- Repair & Parts (upcoming)
- Invoice
- Payment
Steps with a clock are upcoming.
Job sheet
UpcomingThe product will be booked in with its condition and fault.
Diagnosis and estimate
UpcomingThe engineer will diagnose and the customer will approve the estimate.
Repair and parts
UpcomingParts will be issued from stock to the job.
Invoice and payment
Today: bill with GST invoices and settle with receipts.
What it will mean for your business
Answer “where is my product?”
Every job will have a status the whole team can see.
Bill every part used
Parts will be issued from stock and charged on the job.
Settle warranty questions
Service history will be kept by serial number.
Practical guides related to Service Management
- Guide · Service management
Service job cards: running a repair workflow from intake to invoice
How a service or repair business can run every job on a job card: intake, diagnosis, estimate and approval, parts, completion, billing and service history.
6 min read
Service Management: common questions
Does AYBN ERP support service and repair jobs today?
No. Service Management is upcoming. Today you can keep serial numbers for items and bill customers with GST invoices.
What will Service Management include?
Job sheets, engineer assignment, estimates and customer approval, parts issue and billing, warranty checks by serial number and service reports.
How do I hear when Service Management is available?
Use Get Updates on this page. We do not publish dates until we can commit to them.
Get updates on Service Management
We will tell you when service management arrives. Meanwhile, see how sales, stock and accounting already work together.