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MYOB Advanced Field Services Edition

MYOB Advanced Field Services Edition

Q: How do I choose a field service management solution?

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Streamline your field service operations and boost productivity with MYOB Advanced Field Services.

MYOB Advanced Field Service Management is designed to meet the needs of complex field service operations. It gives complete visibility over your entire operations, from service management, equipment management, warranty tracking, mobile services, service contracts, and more. MYOB Advanced Field Service Management is a dedicated module of the MYOB Advanced platform – built for the field service industry to manage every detail of your organisation effectively in the cloud.

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What is MYOB Advanced Field Service Management?

MYOB Advanced is cloud-based enterprise resource planning (ERP) software developed by MYOB and powered by Acumatica – the world’s fastest-growing ERP system. It provides organisations with a comprehensive set of tools for financial management, supply chain management, project management, and more. The software is designed to streamline business processes, automate tasks and other business events, and provide real-time insights into key performance indicators (KPIs). It is suitable for larger, more complex organisations and can be customised to suit your specific requirements.

MYOB Advanced Field Service management module captures service needs and accesses customer and product history and resources. Its integrated, modular design means that it can become one advanced platform to manage your entire organisation. MYOB Advanced Field Service Management integrates with your General Ledger, Customer Relationship Manager (CRM), Project Accounting, Payroll, Inventory Management, and Distribution functions to provide real-time coordination of your entire organisation from a single source of truth.

MYOB Advanced benefits for field service management

MYOB Advanced Field Service management is a platform that automates, simplifies, and connects key business processes to improve productivity and collaboration, ultimately improving business efficiency.

Making the best use of available resources, vehicles, equipment, parts, and your team is the key to prompt and exceptional service and happy customers. A well-designed and properly implemented field service management system can help you accomplish all of that. With the right system, you can modernise operations, boost efficiency and build customer loyalty.

Streamlined scheduling and dispatch

MYOB Advanced Field Service is a centralised, coordinated operation centre for your entire organisation. Having all your data and information available in one place removes the wasted time collating disparate spreadsheets and chasing siloed data from different teams. Shorten the time between call receipt and job assignment, track commitments, match tasks to resources and generate work orders automatically. Schedule the right people at the right time with the right skills to perform the work.

Real-time visibility into field operations

Being in the cloud allows you to view your entire field service operation anytime and anywhere. Greater convenience and efficiency are possible through seamless access to routes from anywhere, anytime, from any device. All applications are web-based, giving users unlimited access to the system from any location. Allow field staff to plan for upcoming appointments and routes as well as any information necessary for the next call, including last-minute updates.

Enhanced communication between office and field staff

Use the field services calendar schedule board to create daily or weekly schedules automatically, or use the drag-and-drop tools. Integrate all your field services operations projects, order, management, CRM and inventory management to provide all required information to generate service appointments from sales appointments or CRM cases. Gain valuable insights by combining automated processes, accurate data, forecasting capabilities, financial analysis, and integrated systems.

Efficient inventory management

Detailed inventory management can be maintained down to individual field vehicles. MYOB Advanced’s inventory management functionality comfortably handles multiple warehouses and locations. Inventory management can be combined with customer records to cover equipment and warranty tracking to maintain all details of equipment and products by make and model.

Improved customer service levels

Improve customer satisfaction by tracking warranty classes according to models and equipment and prevent needless customer invoicing of parts and labour when the work is covered under warranty. MYOB Advanced Field Service can also be used to send automated notifications and invoices to customers, keep them updated, and streamline your accounts receivable workflows.

MYOB Advanced Features

In addition to the powerful financial features of MYOB Advanced Business, the system can support your end-to-end field service management operations.

Field service equipment
Equipment management
Warranty tracking
Mobile service management
Service contract management
Appointment and maintenance scheduling
Invoicing
Contract management

Payroll and Workforce Management to complement your field service management software

With the integrated MYOB Advanced Payroll (formerly People) module, you can bring HR, operations, and payroll into one place. MYOB Advanced Payroll is an all-in-one management tool that calculates finances and labour costs, analyses trends, and creates detailed reports – all in real-time and integrated into MYOB Advanced Business. It handles multiple pay groups and frequencies, leave requests and approvals, and automated onboarding.

MYOB Advanced Workforce Management

Bring onboarding, rostering, timesheets, and payroll together in one seamless, automated solution. MYOB Advanced Workforce Management is an add-on module to MYOB Advanced Payroll that improves the efficiency of even more of your administrative processes.

MYOB Advanced Mobile App

MYOB Advanced offers mobile access, allowing users to access critical project information, update timesheets, and collaborate on the go. Mobile capabilities enhance productivity and enable real-time decision-making from anywhere and at any time.

The integration of modules within MYOB Advanced (Acumatica) promotes data consistency, reduces manual data entry, and supports informed decision-making across different areas of the institution. It allows for seamless sharing of information among departments, leading to improved collaboration and efficiency.

Our implementation services

Kilimanjaro Consulting is the largest and most experienced implementer of MYOB Advanced Business across Australia and New Zealand. We are skilled, low-risk implementers helping businesses overcome their challenges through the use of clever, innovative and proven technology. Our dedicated team takes the time to truly understand your organisation and customise MYOB Advanced to meet your requirements. We are experienced in implementing MYOB Advanced Field Services.

MYOB Advanced Field Service Management implementation

MYOB Advanced is a complex, sophisticated business management platform. It requires in-depth solution design and configuration to meet your requirements and add the most value to your organisation. While an MYOB Advanced implementation may seem like a daunting project, you can engage an expert implementation partner to guide you through to a successful outcome.

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MYOB Advanced Field Service integrations and customisations

There is a vast array of specially developed connected services that you can integrate with MYOB Advanced to create a technology ecosystem. These systems are specifically developed to meet individual industry or departmental requirements and can further improve efficiency. MYOB Advanced integrations and customisations allow you to build a truly custom system for your organisation.

Business Process Improvement

Business Process Improvement (BPI) is a systematic approach to helping an organisation optimise its processes and improve efficiency. BPI is an integral part of any implementation. There must be an overall improvement in your processes; otherwise, your investment in new software will be suboptimal.

Targeted areas for BPI typically include:

Automating manual processes and workflows
Validate data integrity
Improved reporting capabilities
System integrations if applicable, and
Process efficiency

MYOB Advanced Training and Support

Kilimanjaro Consulting provides in-depth MYOB Advanced training as part of our implementation process, as well as long-term guidance and support for our clients.

We understand it is crucial to empower your team with the right skills and knowledge to use your systems effectively. Training avoids wasting time and resources that cause inefficiencies within even the simplest of processes. We have a dedicated training portal for on-demand MYOB Advanced training options, as well as the skills to create bespoke training that is specific to your site and workflows.

Visit the Kilimanjaro Training Portal

The MYOB Support Sherpas will help guide you to the best possible solution if and when you face challenges with your systems. With decades of experience between them, the MYOB Support team take a collaborative approach when solving your issue.

For any MYOB Support case, we follow a structured methodology to minimise risk and solve your problem efficiently. Our MYOB Advanced Support team has developed a robust knowledge base grounded in their real experiences in finding solutions for our clients. Knowing more about your issue gives the team the ability to consider multiple resolutions. No matter if the query is small or large, our team will always endeavour to provide the best solution.

MYOB Acumatica Support Brochure

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MYOB Advanced Field Services Case Studies

Lifestyle Home Maintenance (LHM) is a Brisbane-based property maintenance company dedicated to servicing the real estate and body corporate industries. In a few short years, the business has grown exponentially. Within three months, the business went from offering basic lawn care to many maintenance services across its network of property managers. They deploy a growing team to all parts of Brisbane, helping their clients with various jobs and projects.

They needed a solution that could handle the high volume of transactions, automate manual processes, bring together a disconnected field team, and support their growth for the future. After the MYOB Advanced implementation, their administrative workload has been reduced by 80%. Reports that would take 8 hours to complete were now done in less than a minute, all at the push of a button. Today, the business can increase the size of its field team and is now on track to expand into other areas, all while being fully supported by MYOB Advanced.

MYOB Advanced Field Services FAQs

MYOB Advanced is a complex and fully featured business management platform. Naturally, this leads to many frequently asked questions.

What are the essential aspects of field service management?

At its core, field services management involves coordinating and optimizing tasks for a mobile workforce. Common areas of focus are:

Efficiently assigning tasks to skilled field technicians based on location, availability, and qualification,
Managing and monitoring job status and progress, including work orders to detail tasks to be performed and customer details,
Maintaining and providing required equipment and inventory to these mobile teams,
Planning and optimising efficient routes between locations,
Ensuring field teams adhere to safety and industry regulations and compliance standards,

MYOB Advanced Field Service Management is built to meet the needs of complex field service organisations, including in these areas of focus.

Why set up a cloud solution for field service management?

Modern technology continues to advance at a rapid rate. Telephony has become integrated; mobility is commonplace, and software systems are predominantly in the cloud.

Cloud ERP solutions bring improved accessibility, scalability, and mobility compared to their traditional on-premises counterparts without compromising security. The software as a Service (SaaS) model is ubiquitous for cloud-based software. A subscription-based model incorporates all your system costs into one payment, including licensing, updates, and hardware. You can scale this subscription up or down as required, as you only pay for what you use.

The cloud brings accessibility to your system anywhere, anytime. As a result, data visibility, flexibility, and collaboration are all improved. Connecting your field team to your system through the cloud is incredibly powerful. With the latest information, you empower your team to make the best decisions and work efficiently. Deployment to new locations is much faster and more cost-effective as you avoid the burden of on-premise hardware and IT resources.

How do I choose a field service management solution?

How much does MYOB Advanced Field Services cost?

Every MYOB Advanced site is different, and the price reflects this. Because you only pay for the modules you use, and every organisation will use the system differently and with a different number of users, there will be variance between companies for the final cost.

An MYOB Advanced implementation will typically cost between $50k and $100k, depending on the individual requirements. More complex organisations could be above this range. Ongoing licence fees typically range between $2k to $5k per month.

Your organisation may be more or less complex than the exemplar. The best way to find out how much it will cost is to talk to an expert. Our team will attempt to understand the uniqueness of your organisation and how MYOB Advanced can best meet your needs. We will also provide a quote for implementation, ongoing licences, and support.

How long does an MYOB Advanced Field Services implementation take?

The length of an MYOB Advanced implementation varies depending on your individual requirements. You should anticipate a minimum of 3 months for the entire implementation project, from design through to go-live.

Your relationship with an implementation partner should be a lifetime one. Choose the partner with the skills to get the implementation right the first time, customise MYOB Advanced to meet your requirements, and support you through your lifetime software journey.

How will Kilimanjaro Consulting help my organisation adopt MYOB Advanced Field Services?

You may not have gone through an implementation before, but we have. Kilimanjaro Consulting places a supreme focus on the minimisation and mitigation of risk in your implementation. We follow a systematic framework to guide clients and the implementer step-by-step through the process. Without a structured implementation methodology, the speed and sequence of steps will be confused, resulting in frustration, dissatisfaction and possibly a failed implementation. A structured methodology incorporates the lessons learned from our extensive experience, ensuring that the same mistakes will not be made again.

MYOB Advanced Tips & Tricks

Having the right help, tools, and knowledge can make the difference between a good and bad day. We hope that this bank of MYOB Advanced Tips and Tricks provides that helping hand to guide you and your business through minimising errors, saving time, and improving business efficiency.

Take advantage of our experience to help your organisation

To start a conversation about how MYOB Advanced can improve efficiency in your organisation, email sales@kilimanjaro-consulting.com or call 1300 857 464 (AU) or 0800 436 774 (NZ).