Representation of the customer installation (service objects)

An inventory of the devices and machines installed at the customer's premises provides important information for service management. For this, request-specific product structures are transferred from sales to ser­vice in the CRM after the sale, and continued as a customer installation. After service measures, changes to devices or machines can be updated directly in the system. A parts history provides information about all changes to the installation.

For selected products, components or modules of a customer installation, service data about the location, warranty, guarantee and maintenance can be placed on a service or machines card. For this, you can create service objects directly from the individual product items of the customer installation. Service calls or service orders can then refer to these service objects.