Automatic stock management from the office and any job site
Every field services business needs good inventory management software. It’s not just a time-saver for you. It also helps you keep your customers satisfied.
Imagine you’re one of your customers — you’ve got something that needs fixing, you’ve organized for a service tech to come out and perform the necessary repairs. You’ve taken time out of your busy day for them to fix things up… and then they tell you they haven’t got the parts and will have to come back another day. Now still haven’t got your repairs done, and you know you’re going to need to take more time out for another service visit.
You’d be pretty angry, wouldn’t you? And I bet you’d be looking for a different repair company the next time something needs fixing.
As an FSM provider you’re probably only too aware that your customer’s time is just as valuable as yours. You don’t want to have to have your techs going back to the same job, any more than the customer wants to have you visiting, over and over again for the same job.
Also, when it comes time to order parts, you want to know your cart has all the items you’ll need — and only the stock you’ll need. Submitting another order early is a waste of your time and it increases your delivery fees.
Optsy’s fully integrated FSM software makes it easy to ensure you’ve got all the parts you need, when you need them.
Stock management in the office is simple. You can monitor the levels of every item in real time. And when it comes time to order replacement stock, custom reports will tell you exactly what you need for all the upcoming jobs in your schedule as well as the quantities of each item you’ve been using recently, so you can accurately predict the inventory you’ll need for all the additional jobs that will come in over the time period.
Better yet, our complete inventory management system also makes it easy for your staff to contribute to accurate stock management when they’re on-site at jobs. With just a few taps on their phone or tablet, your service techs can easily record the parts they’ve used to complete a job, so your stock levels actually stay accurate.
Why you’ll love Optsy’s inventory management software
Service technicians can access your inventory database in real time from a mobile device, meaning they can quickly find the parts they need for every job for the day, and they can easily update the database to reflect the stock they’ve used at each job.
With our complete inventory management system, you’ll never run out of a part again! You’ll receive updates whenever stock items are running low (according to your custom thresholds) so you can get your next order in before you run out. Plus, custom reports will help you accurately forecast your upcoming stock needs, so you can minimize ad hoc orders to reduce your delivery fees.
Know who is using what item for what job. Any inventory used can be tracked against each job meaning you can automatically include fees for parts when you generate your invoices.
Automatic inventory adjustment based on use in-field or purchasing activity
Stock levels are automatically adjusted when parts are delivered and at the completion of every job. No more confusion about part availability or repeat visits to job sites due to missing parts.
You can easily designate which staff members are authorized to make stock orders, so only trusted employees have access to the relevant parts of your inventory management system. And if all authorized staff are sick one day, you can quickly update permissions on-the-fly to give temporary access to additional staff.
Purchase requisition management
Create, process, and track any purchase requests to control spending and make sure all purchases are correctly authorized.
If you’re looking for an inventory management system to help you avoid embarrassing service delays and streamline your ordering process, Optsy’s field service inventory management tools will make it quick and easy for your technicians to record the stock they use on-site, in real time, at each job (allowing you to automatically include parts on your invoices too). It’ll even predict your future stock needs over any given timeframe, making accurate ordering a breeze.
Schedule a no-obligation, free demo to see for yourself how Optsy can help you optimize and grow your business.
We’re so confident you’ll love our software that for a limited time, we’re offering qualified candidates a $150 gift certificate just for having a demo!