Synergy - Extend Maximizer

Asset Tracking And Management

Track and manage your customer's equipment\machinery\hardware\property.  Schedule and review repair history and maintenance issues centrally within your Maximizer CRM system.

Asset Tracking & Management

Synergy can be used to manage your Asset Tracking requirements (equipment\machinery\hardware\property).  

Synergy allows you to:

  • Record the location of your own Assets and Assets that have been sold or assigned to your clients
  • Maintain details of warranties, contracts, renewals, relating to those assets
  • Keep a record of maintenance and repair work carried out on those assets
  • Issue warranty, contract, and renewal reminders to your clients
  • Build lists in the Address book based on assets details, warranty dates, etc
  • Set up alerts for Warranties/Contracts/Renewals due to expire

Standard Synergy Functionality

The following standard features would be available to any Quotes\Orders & Pricelist Management system deployed with Synergy:

  • Customisable screen, column layout (including Application or Company branding, fields etc).
  • Build lists based on single or multiple search criteria
  • Field and record level security to control how the module is used, allowing you to control what users can amend and view
  • Custom filters to make popular searches one click away (e.g. Supplier filters, product category filters).
    Conditional fields\Data validation that helps ensure the correct information is captured (e.g. when Ford is selected from a list only Ford Cars can be selected)

Reports & Analysis

Using the data in Maximizer and the Synergy Asset management system you can:

  • See reports by Asset, Warranty End Date, Client
  • Analyse maintenance costs by Asset manufacturer & model.Analyse warranty/contract renewal rates.
  • Use this information to understand which assets will require maintenance work will be required in the next 30, 60, 90 days

Should you want more information on how we could handle your integration requirements please contact one of our Maximizer consultants. 


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