EBMS Main Documentation
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      1. EBMS Knowledge Base
      2. EBMS Main Documentation

      Equipment Sales and Service

      Do you sell, service and rent equipment?

      Are you struggling to schedule work orders, track parts, and create orders efficiently? In order to grow, you need to be able to manage all aspects of your equipment business from a single solution. EBMS allows sales, service, manufacturing, and rental departments to work within one integrated software with access to all the same data. Promote fluid workflow and greater efficiency!

      Scenario:  An agriculture equipment sales and service company uses work orders to organize their service projects onsite as well as their shop staff.  The work orders are used to track the time spent on T&M projects as well as flat rate service jobs.   Separate tasks are used to track the time to assemble and/or install new equipment.   Work orders are used to record parts and labor required to refurbish trade-in equipment for resell.    The task management tools within EBMS allow the service manager to organize high priority service projects, schedule installation jobs, and schedule less urgent work orders such as refurbishing equipment.    An integrated ERP system that manages sales and service details is invaluable to this company with multiple locations and service technicians working on various projects. 

      Scenario:  A lift truck sales and service company includes service contracts for their client’s equipment.  These contracts organize regular equipment service to maximize manufacture warranties, increase equipment up-time, and reduce emergency service calls.  The billing consists of monthly electronic invoices that are paid using ACH payments to minimize overhead costs.  Equipment specifications and service part details are recorded within EBMS to manage the stocking of supplies, streamline the preventive maintenance service calls, and manage the contract.  The service contracts are scheduled in a way to maximize labor efficiency and motivate and reward technicians.  A visual organization of preventive maintenance tasks allows technicians to organize and schedule these recurring events.

      Scenario: An equipment manufacturing company builds material handling equipment for clients who crush and screen stone.  Each unit is identified with a unique serial number.   The model, size, and parts details are recorded for each unit at the time it is manufactured.  The customer service staff references the equipment by serial number or an alternative stock number to identify the status, the owner, purchase date, and warranty details about each piece of equipment.  Some serial numbers are purchased and used as kits within the finished goods solution.  The main unit’s serial number is created during the EBMS manufacturing process and includes subassemblies and replacement part details.

      Scenario:  An outdoor power sales and service company specializes in the sales and service of five brands of lawn equipment but services many other makes and models of equipment.  EBMS attaches dozens of vendor parts catalogs as well as various lawn and garden supply catalogs.  This access to the product information, pricing, UPC codes, and other details for the thousands of parts from multiple suppliers gives the user the ability to order the needed parts for the many service jobs.  Common parts are stocked but many repair parts need to be ordered to complete the work order.  The purchasing, pricing, receiving, and parts management is all integrated into the EBMS software to manage the new equipment sales, parts and labor for service projects, and the refurbishing of used equipment.  The proper description, pricing, and barcode information is copied from the appropriate supplier’s product catalog along with the supplier’s stock levels.

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      Parts Catalog

      Review the following tools to organize both a large or varied product catalog:

      Work Orders

      Equipment Management

      Point of Sale

      Rental

      Inventory Management