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.​

h

 

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.

 

Related Posts

0 Comments

Submit a Comment

Your email address will not be published. Required fields are marked *

Upcoming Events

april

31mar01aprTraining Class: Financial Reporting W/Account Schedules for Dynamics 365 Business Central

07apr2:00 pm2:30 pmEnsuring Quality for Batch Manufacturers

08apr11:00 am12:00 pmConfab with Stoneridge - Livestream - Jumping into the Deep End of the Data Lake

14apr10:00 am10:30 amBoost Seller Productivity and Close More Business with Dynamics 365 Sales

21apr10:00 am10:30 amSetting Your Sales Team Up for Success: A Modern Look at Revenue Operations

21apr12:00 pm1:00 pmGetting Started with Barcode Scanners and WMS Apps for Business Central

21apr2:00 pm3:00 pmMoving to the Cloud: Today's Solution for Leading Field Service Companies

22apr11:00 am12:00 pmConfab with Stoneridge - Livestream - Moving from Manual to Automated with Strategic Automation Strategies

28apr10:00 am10:30 amThe Modern Manufacturer: Best Practices for Inventory Turnover

28apr12:00 pm1:00 pmPower Up Microsoft Dynamics by Automating Budgeting, Dashboarding and Reporting

may

05may10:00 am10:30 amAchieve More with Zetadocs for Business Central

05may2:00 pm2:30 pmSimplifying Item Pricing, Availability, and Tracing for Batch Manufacturers

06may11:00 am12:00 pmD365 Field Service – New Features to Empower Your Remote Workforce

12may10:00 am10:30 amThe Modern Manufacturer: Manufacturing Software in the Real World

12may12:00 pm12:30 pmFinancial Implications of Moving from Dynamics GP to Dynamics 365: Licensing and Infrastructure

17may(may 17)8:00 am28(may 28)11:00 amDynamics 365 Finance & Supply Chain Development Training - Online Workshop

26may10:00 am10:30 amThe Modern Manufacturer - Enterprise Asset Management

About Stoneridge
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.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!

X