Mass Update Tasks and Streamline Service Calls within Key2Act with Stoneridge’s New Automation Add-Ons

by | Updated August 6, 2019 | Construction, Dynamics GP, Field Service, Key2Act

As one of the largest Key2Act partners, the team at Stoneridge has worked with numerous companies that have experienced pain points with managing maintenance and service calls and updating task lists. We have developed two add-on assistants to help streamline processes and reduce manual entry within Key2Act.

Tasking Assistant

The out-of-the-box Key2Act solution does not allow users to make updates to multiple tasks simultaneously within the Contracts module. This means office staff has to spend time updating multiple service calls individually when something changes in the delivery. For example, if a field service company decides to start using new oil when performing maintenance on their fleet, they have to manually update each task to remove the old oil brand and add the new oil.

Stoneridge Software has developed an add-on for the Contracts feature, this enhancement gives you the ability to update, change, delete, or modify a variety of tasks simultaneously. Additionally, it allows users to make changes without relying on SQL admin or IT staff thanks to the easy to use interface. Users can correct errors in tasks lists and equipment all from one window and make modifications without removing any previously attached files.

With the Tasking Assistant, users can:

  • Use a single screen to manage everything related to a contract.​
  • Select from the listed items and instantly make changes to all.​
  • Save time managing replacement parts swap or task adds for recall.​
  • Add flexibility and ease of use to your current solution.​

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Maintenance Assist

 

Field services companies that rely on Key2Act to schedule their maintenance and service calls can face issues when scheduled maintenance tasks were not completed. These uncompleted calls can cause confusion in the system, and for your technicians, if they conflict with other previously scheduled calls. Most times, this leaves office staff responsible for manually changing dates of upcoming service calls so the uncompleted calls remain the priority.

Stoneridge Software has developed an enhancement to Key2Act Equipment Maintenance which automatically prioritizes and reschedules maintenance tasks that were not previously completed. This allows users to:

 

  • Take control of scheduling frequency for regular equipment maintenance.​
  • Report on the backlog of scheduled maintenance for performance.​
  • Save and reuse options for create scheduled maintenance.​
  • Remove date ebbs and flows which show up in equipment maintenance frequency.​

 

The user logs into the system and 30 minutes later, the Maintenance Assistant process will automate the creation of scheduled maintenance. Additional logic will determine which service calls need to be created for maintenance types where the previous service call has not been closed or completed.

 

 

 

These tools are only available from Stoneridge Software.

To learn more about these tools and the two other Assist tools available request more information from our team.

 

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Stoneridge Software is a unique Microsoft Gold Partner, with emphasis on partner. With specialties in Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP and Microsoft Dynamics CRM, we focus on attracting the most knowledgeable experts in the field to our team, and prioritize delivering stellar solutions with maximum impact for your business. At Stoneridge, we are deeply committed to your results. Each engagement is met with a dedicated team, ready to provide thorough, tailored, and expert service. Based in Minnesota, we intentionally “step into your shoes,” wherever you are. We focus on what you care about, and develop trusting, long-term relationships with our clients.

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