Managing medical and industrial equipment services can be a complex task, involving multiple processes and the coordination of various team members in Medical / Industrial Equipment Services field. Our Track-New software is designed to simplify these tasks by allowing you to create service categories, assign work, track service status, manage leads, monitor product conditions, and handle Return Merchandise Authorizations (RMAs) all in one place.

Track-New is Suitable for Medical / Industrial Equipment Services

Here’s a step-by-step guide on how to maximize the use of Track-New for your equipment service needs:

1. Service Categories Easy to Create

To streamline your service operations, you can create customized service categories within Track-New. This helps in organizing your services based on different types of equipment, maintenance needs, or service protocols. For instance, you can have categories such as “Routine Maintenance,” “Emergency Repairs,” “Calibration,” “Installation,” and “Inspection.”

• How to Do It: Navigate to the “Service Categories” section of the dashboard and click “Add New Category.” Fill in the relevant details such as category name, description, and any specific requirements or checklists associated with that category.

2. Assign Work

Once your service categories are set up, you can easily assign tasks to your technicians or service teams. Assigning work through Track-New ensures that each technician knows their responsibilities and has access to all necessary information for the task.

• How to Do It: Go to the “Work Assignment” tab, select a service category, and then choose a technician from the dropdown list. You can also set priorities, deadlines, and attach any necessary documents or instructions.

3. Technician Updates – Track Service Status

Track-New enables real-time tracking of service status, providing updates on each task’s progress. This feature ensures that all team members are informed about the current status of ongoing services, which helps in managing workload and meeting deadlines.

• How to Do It: In the “Service Tracker” section, you can view a list of all ongoing tasks along with their current status (e.g., “Pending,” “In Progress,” “Completed”). Technicians can update the status as they work, and managers can receive notifications of these updates.

4. Manage Leads

Effectively managing leads is crucial for business growth. Track-New allows you to capture, track, and nurture leads from initial inquiry to service completion. This helps in converting potential customers into loyal clients.

• How to Do It: Use the “Lead Management” module to enter new leads manually or import them from other sources. You can categorize leads, set follow-up reminders, and assign them to specific team members to ensure timely communication and service delivery.

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5. Monitor Product Condition

Maintaining accurate records of product conditions is vital for both service quality and customer satisfaction. Track-New enables you to log and monitor the condition of each piece of equipment before and after service.

• How to Do It: Under the “Service Create” section, you can create a new entry for each service request. Document the equipment’s initial condition, note any issues found, and update the status post-service to ensure all actions are properly recorded.

6. Handle Return Merchandise Authorizations (RMAs)

Efficiently managing RMAs is essential for businesses dealing with equipment returns or repairs under warranty. Track-New provides a streamlined process for creating, tracking, and closing RMAs, ensuring all returns are handled promptly and professionally.

• How to Do It: Go to the “RMA Management” section to create a new RMA entry. Fill in the product details, reason for return, and any associated documentation. Track-New will assign a unique RMA number and allow you to monitor the status of each return, from receipt to resolution.

Invoice / Quotation Create

Once service is done or before quote your estimated cost for the services to customer understanding.

Conclusion

With Track New software, it is easy to streamline and improve each of these aspects, from the creation of service categories and task assignments to tracking progress, managing leads, monitoring of equipment conditions, and RMA handling among many other features. Reliability, efficiency, and customer-oriented services-one can expect only these from services given by using Track New. Start using all the features of Track-New and take the leap to the next level of service management.