MYOB Advanced Field Services Edition

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.

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
Generic dashboard of MYOB Advanced

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.

MYOB Advanced has mobile access

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.

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.

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 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.

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

Contact us to organise a free, no-obligation assessment of your organisation and whether MYOB Advanced is right for you.

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

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