Service Management

Inspiring excellent customer service


In the services industry, business success and growth depend on satisfied customers. Soft1 ERP incorporates comprehensive Service Management functionality, assisting your company to optimize customer service, improve time and expense management and deliver top-quality services on-time and on-budget.

Automating sales, marketing and customer service processes, integrated with accounting management, provides services companies with the necessary tools to effectively handle customer relations, increase productivity and grow revenue and profit.

Soft1 Service Management software delivers powerful industry-specific functionality, enabling services providers to accelerate and streamline their entire service operations with a flexible and configurable platform.


Soft1 ERP delivers real benefits

Maximize your efficiency

Automate your planning and optimize your resources. Identify and address your customer problems and issues, efficiently. Accelerate case resolution and timely respond to customer requests.


Reduce your costs

Provide responsive service and control your operating costs. Manage all your service processes and secure the optimal use of your resources, at the right time, to keep your operating costs low.


Increase customer satisfaction

Empower your support teams to access real-time customer information from anywhere, on any device. Help your service people make the most of the service opportunities, while they timely delight your customers.


Uncover new sales opportunities

Drive incremental value and realize new sales opportunities with service. Enable your people to collaborate faster and upsell or cross-sell to your customer base, better than ever before.





Industry-Specific Functionality

Manage service agreements for a wide variety of customer requests. Handle service prices, payment arrangements and issue invoices.

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Establish enhanced return processing, ensuring wide tracking of pending returns.

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Utilize Case Management and embedded satisfaction survey questionnaires to improve service delivery in the field.

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Schedule tasks, allocate materials and dispatch technicians based on resources capability. Enter service type and labor hours into the service call ticket and calculate labor charges.

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Add and schedule service tasks on/off site. Automatically sync service tasks with Microsoft Outlook, view scheduled activities and optimize routes using Google Maps. Enjoy on field, mobile service management.

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Create, view and update customer information to effectively manage leads and sales opportunities. Link campaigns and promotional activities with leads and assign leads to sales teams.

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Plan service projects, estimate labor hours and materials as well as cost data. Efficiently manage and monitor projects organizing them into multiple subprojects.

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Track stock items per site, warehouse, location, batch, serial number packages. Utilize multiple inventory control systems and valuation methods such as FIFO and LIFO. Reduce costs and eliminate waste using ABC analysis.

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Create service folders for offsite activities. Set up order, manage recurring service scheduling and contracts manually or automatically. Fully manage service calls and resources. Validate customer serial number and warrantee, record service time, expenses and stock items carried by technicians in the field.

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Monitor all service tasks through an advanced ticketing system. Create and resolve customer support issues using a single form. Link a case to Customer Satisfaction Feedback.

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Accurately track service project time using timesheets and charge expenses utilizing advanced expense management tools.

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Manage storage locations and materials. Easily track inventory on web and mobile interface.

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See also


Customer Success Stories


ERNST & YOUNG is a global leader in assurance, tax, transactions and advisory services, while considered the third largest professional services firm in the world. The organization operates as a network of member firms which are separate legal entities in individual countries. It has 167.000 employees and 700+ offices in more than 140 countries around the world.

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