Guides for service and aftermarket leaders
How to draft spare-parts quotes from ERP records and prepare service reports for engineers to check and sign.
- How to automate spare parts quote requests without quoting the wrong partIn Bain's 2012 study of industrial goods makers, spare parts made up more than half of service revenue, and the quote is where a customer decides whether to buy from you or from a broker. Here is how to split quote work between an agent and your parts specialists, with the controls your trade compliance team will ask about.
- How to automate field service reports without losing what the engineer sawLate service reports hold up invoices and bury the follow-up work an engineer spotted on site. Here is how an agent can draft the report and the debrief from the engineer's own notes, and what the engineer has to keep.
- How to triage warranty claims and RMAs with AI, and what stays with your warranty teamWarranty claims cost margin when they are paid in error and cost dealer goodwill when they are slow. Here is how an agent can do the checking and drafting while your warranty administrator keeps every credit and every rejection.
- AI for field service technicians: answers from your own manuals and service historyFirst-time fix depends on the engineer having the right manual revision and the right history for this serial. Here is how to build an assistant that answers from your approved documents, and the legal rules in the US and Europe that come with it.