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SAP Business One for Field Service Engineers is an integrated software solution which has been created in partnership with our customers to solve the issues faced by companies who provide after sales servicing of equipment.

We know that companies who provide equipment and machinery not only need to deliver a quality product, but you definitely need to know your customers’ equipment better than they do. You need to excel at customer service both in the office and in the field. The easiest way to achieve this is through a system which automates communication for both your staff and your clients.


With SAP Business One from Ochiba the entire product lifecycle - from sales estimating a job, through production, purchasing, finance, stores, to service, warranty and support - can all be managed through a single solution for maximum visibility and performance.

Equipment service may cover a wide range of industries and applications but the benefits of SAP Business One enhanced by the Ochiba OPTIONS range are applicable across the spectrum.

We understand that all companies who design, resell or manufacturer and install precision equipment with ongoing service and maintenance requirements, are driven by legal requirements in terms of compliance. This is a key consideration throughout the Ochiba OPTIONS range.

Ochiba OPTIONS for the Service Industry

The Ochiba OPTIONS Configure-to-Order module will generate a rules based configuration throughout the quoting processing allowing the order creation to be de-skilled. This also means less Bill of Materials (BOM) maintenance as they are automatically created when the order is confirmed.

We understand the need to manage orders through workflow controls and the importance of the release of production with fully traceability. Our solution will create customer equipment cards not only for the finished product, but all serial items used in the build, as these are the items that are tracked from a service perspective.

The Ochiba OPTIONS range also offers a fully mobile solution for issuing work to engineers on site, then recording their progress as well as the time and materials taken to complete the job. This also allows for design and capturing forms for things like Safety Records, Equipment Service Record, Inspection Certificates and Field Surveys.



Motivity is a simple, easy to use, software-based business tool for field maintenance and service companies. It allows your field force to receive jobs and return completed job sheets electronically – all via a mobile device.

Motivity makes all your paper-based forms and certificates accessible electronically on any web-enabled device, including tablets, PDAs, mobile phones and desktop workstations. It allows you to enter data about jobs at the customer site and send the information back to the office in real time.

It enables you to capture, store and share information about a customer job, including forms, photos and signatures – instantly. Allowing customers to sign off work there and then – using a digital signature. And allows you to share that information with customers as required.

Motivity provides the information you need to manage your contracts so that you know you’re compliant, have the resources to fulfil the contract, and that you’ll meet your SLAs. Monitor contract performance to ensure it’s profitable. Plus, win more contracts because you can better estimate costs.

Whether you just want to keep track of jobs or need to prove ISO compliance, it is a reliable way to capture, store and retrieve customer job information, including forms, certificates, signatures and photographic evidence. Motivity is a very easy to use, yet powerful, business tool that positively impacts your entire business, not just your field operations.

Coresuite Mobile Sales & Service

Coresuite Mobile is a cloud based solutions which connects your employees who are away from the office with your in-house SAP Business One. Whether sales or servicing this solution allows important information to be available, records to be updated and notes to be taken and uploaded straight into SAP Business One when on the road. It is possible to work anywhere, either online of offline and data can be synchronised once network coverage is reconnected.

With Coresuite Mobile Sales & Service your employees have all the relevant information such as service orders, client details, and installed equipment at their fingertips – on and offline. Every activity or task can be guided and documented with dynamic checklists. Capturing time and materials on the go becomes easy. Finalising a service assignment is simple and efficient with a streamlined checkout process and automated service reports. With the push of a button, service technicians synchronize all information to the enterprise backend systems. Moreover, the integrated sales features turn your field service staff into a trusted sales force that generates new business.

Key features for the service industry are:

  • Comprehensive configure-to-order solutions with rules based on questions and answers or dependencies, with rolls cost, sale price and margin controls
  • Workflow allowing final engineering sign off prior to release to production

  • Automatic creation of a Customer Equipment Card (life record) for all serial items in the build and pre-allocation of serial numbers if required
  • Option for order specific production with sub assemblies being either to order or on batch

  • Mobile & Web based solution to plan engineers, despatch work to engineers, receive update on job progress including travel, time, material, and expenses

  • Option to consume forecasts based on like products reducing the number of forecasts to maintain
  • Ability to use workflow templates to control the installation and service visits and other service based communication and activity with customers
  • Self service customer portals

Call 0114 299 9430 to discover the full range of SAP Business One solutions for the service industry.

SAP Mobile Solutions brochure


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