SAP Business One for Service | Ochiba | The B1 Experts

+44 (0) 114 299 9430

SAP Business One for Service Engineers

We understand companies who service equipment and machinery need to know your customers’ products better than they do.

You need to excel at customer service both in the office and the field. The easiest way to achieve this is through a system which automates information for both your staff and your clients.

So, if you provide after sales services we have a solution to keep your field engineers connected while on the road. We’ve worked closely with our customers to help them use SAP Business One while away from the office.

SAP Business One Benefits for Service Engineers

We understand that if you resell or manufacture equipment and machinery, you have to follow strict rules and regulations. Therefore, the Ochiba OPTIONS range makes sure you can easily comply with the legal needs of your industry.

SAP Business One for Service from Ochiba manages your entire product lifecycle. From sales estimating a job, through production, accounts, stores, and after sales services. This means you’ll have complete clarity of the whole process within a single system.

Field service may cover a wide range of industries and applications. However, SAP Business One and the Ochiba OPTIONS range will benefit you whatever your sector.

Ochiba OPTIONS for the Service Industry

We’ve worked closely with our customers to create the Ochiba OPTIONS range to solve the issues SAP Business One couldn’t easily answer.

Which is why we’re confident we can provide a solution to help companies who provide after sales services.

It will allow you to manage orders through workflow controls so you’ll be able to trace specific goods and parts by via customer equipment cards. This means that all serial items used in a product are identified and tracked.

Our mobile solutions will allow you to issue work to engineers while they’re on customer sites. And it then records their progress, plus the time and materials taken to complete the job which you can keep track of from the office. The engineer can even complete Safety Records, Equipment Service Records, Inspection Certificates and Field Surveys.

Partner Solutions for the Service Industry

Motivity allows your field engineers to receive jobs and return completed job sheets electronically. In fact, all your paper-based forms and certificates are accessible electronically on any mobile device.

The service engineer can enter data about a job at the customer site and send the information back to the office in real time. It means they can capture, store and share information about a job instantly. Plus, customers can sign off work there and then using a digital signature so confirmation can be made straight away.

Motivity manages your contracts so you know you’re compliant and have the resources available to meet your SLAs. Furthermore, it monitors contracts to ensure they stay profitable.

Whether you want to keep track of jobs or need to prove ISO compliance, it’s a reliable way to store and retrieve information. Motivity will capture details including forms, certificates, signatures and photographic evidence.

SAP Business One for Service Engineers

Key Features:

  • You’ll be able to record all the serial items used to build a product on the Customer Equipment Card. Therefore you can allocate and track serial numbers for every single product.
  • You’ll be able to schedule work and despatched jobs to engineers by mobile devices
  • You can track the progress of a job in real-time. While recording information on travel, time, materials and expenses
  • You can create forecasts based on similar products so you won’t spend as long generating reports
  • You can use workflow templates to control installation, service visits and communication with customers
  • Customers can directly manage their account through online portals to save on admin

Call 0114 299 9430 to discover how we can uniquely solve the issues faced by the service industry.


5 Hazel Court
Midland Way
Barlborough Links Office Park
S43 4FD

Tel: +44 (0) 114 299 9430

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