Medical Equipment Field Service Software
Datamoto’s medical equipment field service software provides a field service application especially suited for hospitals and clinics’ medical equipment servicing. It is integrated with Datamoto CRM/ERP system so that you can have end-to-end visibility of your operation.
The medical industry is a regulated industry. Companies that perform medical device field service, repair, and inspections are increasingly searching for better ways to track critical records needed for regulatory compliance, service delivery improvement, and operational performance. For sales and service providers providing field service management for diagnostic, imaging, surgical, laser, and hospital equipment. Datamoto provides a field service management solution that integrates to Datamoto ERP, CRM, and also Quickbooks accounting system. It can also be integrated into any CRM and ERP system of your choice.
More on field service management
Key Features and Benefits
- Equipment management of medical clinic
- Medical equipment service dispatch
- Medical equipment business work order
- Service trucks inventory management
- Field purchase order
- Medical equipment service invoicing
- Medical device field service vendor catalog and pricing
- Maintenance checklist, data collection, and PDF report
- Medical equipment recall report
- Medical equipment work order software
Equipment management of medical clinic
It is important to keep track of medical equipment that you service in medical clinics or hospitals. The visibility of customers’ medical equipment allows you to quickly access past services provided to it, check the spare parts in advance, and look up technical specifications and warranties. A medical device field service software solution must provide the following equipment tracking functionalities:
√ Organize customers assets by org for better tracking
√ Track and manage equipment and inventory
√ Effectively schedule maintenance to minimize maintenance and repair costs
√ Reduce asset downtime due to equipment maintenance or failures
√ Assign equipment and inventory to specific employees or department
√ Track all the service orders and service reports associated with the equipment
√ Keep track of user manuals and documents for the equipment
√ Capture key identifying information about equipment to facilitate warranty claim assessments, retrofit and revision needs, recalls, and more
Medical equipment service dispatch
It is important to optimize field service technician resources so that you can maximize their utilization and at the same time keep your customer happy by providing timely service. Proper scheduling of field service engineers can be achieved by using proper medical equipment service dispatch applications. Datamoto field service technician scheduler provides:
√ Dispatch the right technician at the right time
√ Assign team members in one work order
√ Better manage resource assignments by using a drag-and-drop scheduling board
√ Match technician’s skills with job requirements
√ Schedule machines such as crane at the construction site
√ Timesheet to keep track of time spent by resources at the site
√ Easy reschedule of work order
Medical Equipment Business Work Order
Medical equipment business work order software enables service providers to create work orders for services that need to be provided to hospitals and clinics and track their activities. A fully equipped work order app allows scheduling of field technicians, tracking the field activities, tracking equipment at the customers’ sites, visibility of spare parts, and creation of invoice, quote and purchase order. Recall report of medical equipment is one of the regulatory requirement that the software must fulfill. Datamoto provides all these functionalities on the app for small business to enterprise companies.
Service Trucks Inventory Management
One of the important functionalities of medical device work order software is to provide visibility of inventory across all the field trucks as well as central warehouses. It must enable a field service technician to track the stock level of spare parts and allow them to transfer stocks between trucks or central locations. Having the ability to create purchase orders for items in multi-currencies is a must-have functionality to optimize field service efficiency. Datamoto field service work order management application provides these functionalities. You can find more detail on inventory management
Field Purchase Order
A field service technician must be able to create a purchase order for material needed to work on a work order. Field purchase orders are created right from the work order. The field service technician must have access to vendors and the items that they supply so a correct purchase order can be created. In many cases, it is desirable that a purchase order needs to be approved before it can be sent to the vendor. Vendors can be domestic or international suppliers and so multi-currency support is a must for PO. More in the purchase order is here.
Medical Equipment Service Invoicing
Invoicing a work order is important for a field service engineer. When a service is rendered – whether it is purely a service or spare parts were also used, at the end of the service an invoice must be generated out of the work order. Work order to invoice is an efficient way to bill the customers. Datamoto provides functionalities such as work order to quote, work order to invoice, work order to sales order, and work order to purchase order. The Datamoto ERP/CRM is integrated with the field service (work order) application and so the quote, invoice, sales order, and purchase orders are automatically available in Datamoto application.
Maintenance Checklist, Data Collection, and PDF Report
Medical equipment maintenance checklist provides an easy way for a field service engineer to perform maintenance and collect various data for the equipment. Having this information as part of the work order history allows the service engineer to prepare for the next service visit as well as help to satisfy medical regulatory compliance. Datamoto allows users to create checklists in the system for each type of medical equipment and collect data in the field. It automatically generates a PDF report of the work order which includes the checklist forms. Customers can sign on the work order on the mobile device to keep it as a record.
Medical Device Field Service Vendor Catalog and Pricing
A spare part can be supplied by many vendors and at different prices. So it is important for a field service engineer to find out the right vendor who can supply the spare part at the right price quickly. A usual approach is to maintain a vendor catalog with information about the parts and prices that they supply. Having this vendor catalog integrated with the medical field service management applications will allow service engineers to create purchase orders efficiently. Datamoto provides vendor cataloging in its field service management application.
Medical Equipment Recall Report
Due to regulatory compliance medical field service requires a medical device recall report. As a service provider, you must be able to check any customers’ medical devices are as part of the recall. Generating medical equipment recall reports is an important functionality a field service application must provide.
√ Equipment search by manufacturer, model, and serial number
√ Ability to search by serial number range
√ Provide detailed equipment reports and status of the equipment
√ Generate the report instantly – at back office or on the road
√ Download the report with the client contact information
Medical equipment Work order software
√ Add multiple pieces of equipment in a work order
√ Add service notes in the work order
√ Track parts at each stage of the work order
√ Find vendors for the parts from a vendor catalog
√ Locate parts and cost in the truck or other warehouse locations
√ Minimize repeat visits by ensuring parts availability
√ Create a purchase order for multiple vendors with a click of a button
√ Create invoice with complete flexibility of editing quantity and cost
√ Take pictures of the job with your iPad
√ Send a full PDF service report to the customer
Material, Inventory, Catalog, and Order Management
√ Search parts in the bin, truck, or warehouse
√ Complete visibility of available quantities and costs
√ Find easily the vendors to purchase the parts from Vendor Catalog or from general Vendor List
√ Create purchase order per vendor and edit before submitting for approval
√ Invoice the services provided with the parts
√ Invoice the parts that used in the order – automatically adjust the quantity in the right warehouse
√ Create estimate – automatically imports service notes and materials needed for the job
√ Create sales order – automatically imports service notes and materials needed for the job
√ Build a multi-currency vendor catalog as you go
Medical equipment field service work order demo
More on field service for medical equipment…
About success story on migrating from Quickbooks and Zoho CRM to Datamoto for Field Service and Purchase Order with Advanced Inventory…
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