Service management tool
7 steps to successful service management
Tool repair shops for mechanical and plant engineering are confronted with globalization, resource scarcity, climate change and digitalization. To stay ahead of the competition, machine and plant manufacturers must be able to rely on their service partners. Broken tools and defective machines must be back in working order within the shortest possible time. A digital service solution significantly increases the efficiency of the repair process.
Repair shops have now recognized how important it is to satisfy customers. The pressure on the mechanical and plant engineering industry is growing - and service providers are also feeling the effects. Giving service a high priority is highly relevant. Various studies show this. Global players can already generate 30 percent of their total turnover through service, as a study by Bain shows. Another study by Bearing Point shows that a high proportion of industrial companies are firmly convinced that the proportion of sales generated by the service sector will continue to increase in the future. Companies are therefore required to make their service processes more efficient. However, most companies in this sector find it difficult to part with processes that have been firmly established for years. The reasons for this vary: in most cases, repair shops simply lack the knowledge of which process they can optimize first. In addition, employees are reluctant to part with established processes and are reluctant to adapt to new ones.
Digitize service management
Mapping the service area in the company with paper, Word documents and Excel lists is no longer up to date and anything but efficient. To avoid falling behind, repair shops should therefore consider introducing a service management solution. With the repV service management software, service processes in the office and in the field can be digitized and thus optimized. The tool ensures that companies can manage service orders more easily, issue invoices in the shortest possible time and, under certain circumstances, bill significantly more service hours. Field service employees who repair devices or tools directly on site at the customer's premises also benefit from a field service app linked to the service management solution, which they can use to work independently. The field service employees can plan their routes and, for example, have important documents signed by the customer directly on site. But how is such a service process structured in a repair workshop and how can its efficiency be increased using software?
In many repair workshops, the repair of a tool or machine follows a similar pattern. It is important that all individual repair steps can be traced directly in chronological order in the service tool, as the system automatically documents them there, which makes it easier to bill the customer. There are seven different service stages in total: from delivery of the repair part to repair and delivery back to the customer.
Stage 1: The customer orders a repair and sends the tool to be repaired to the repair shop. The tool is recorded directly in the repV service management solution and an employee then creates an order. The service tool also assigns an EON (order number) to the order. The EON is essential for processing repair orders, as it is an important reference number that is used on all forms, delivery bills and other documents. It is assigned to each individual service incident. This first step is also used to print out the working papers for the technician responsible.
Stage 2: In the second stage, the employee registers the tool (and therefore the order) and scans the barcode on the working papers with a handheld scanner. The next step is the so-called reporting. An employee determines which defect is present. The result is stored in the service management software. The employee then enters the spare parts required to repair the appliance in the system. In addition, employees can enter whether there is anything to consider in the context of the repair or with regard to the tool that could be of interest for the further repair process.
Step 3: The repair shop now initiates the creation of the cost estimate for the repair directly from the service management tool. To do this, the employee scans the barcode of the tool to be repaired. The cost estimate is important because the customer has to decide whether a repair is worthwhile based on the new price. The company sends the cost estimate directly to the customer. After the customer has confirmed the order in the best case scenario, the repair is released to the technician responsible.
Stage 4: During this stage, the repair process is documented in repV. The technician repairs the tool to be serviced and records this process. In the so-called main master, the employee always has an overview of the workpiece to be repaired as well as of every other customer and every other machine. Thanks to the EON, the status of each repair part can be called up at any time. The material costs can also be calculated here.
Stage 5: In order to meet customer requirements for high quality, the workshop checks the repaired tool to ensure that it is working properly. If something is still not working, a technician makes the necessary repairs. The employees also document these steps directly in repV.
Stage 6: As soon as the job status of the repair in the software changes to "Inspection OK", it is time to send the repaired tool for final painting.
Stage 7: In the final step, the workshop sends the repaired tool or machine back to the customer. The software creates a dispatch log and a message stating that the repair process has been completed. In addition, approval is now given to create the invoice directly from repV. This means that very little time passes between completion of the repair and invoicing.
Companies and customers benefit
When repair workshops as service providers for machine and plant manufacturers opt for service management software such as repV from Peak-Networks, they reap numerous benefits. Not only do they benefit from streamlined processes, but they also create more freedom for their employees. They no longer have to worry about documenting services provided in Excel spreadsheets or on paper, but can conveniently manage service processes in a digital solution. This ultimately reduces the costs incurred, especially as repair workshops can plan service assignments better. If service processing is faster, customers will also notice this and may share their positive experiences with other companies. In times of digitalization and globalization, customer satisfaction is the be-all and end-all.
Lorenz Rohrmann, Managing Director of Peak-Networks / am










