ERP for Service Management

Maintain control of all maintenance contracts

Within a modern world businesses no longer run within four walls. Managing and communicating with service technicians who are on the road is imperative to working effectively and efficiently. 

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WinMan's Service Management functions allow control of customer maintenance contracts and billing, visibility of the customer’s site equipment, a full service history against that equipment, and full scheduling and communication with the technicians through a web-based portal. After jobs have been scheduled, using a skills matrix back at base, the technicians can see their work schedule, identify particular data they should be gathering and record information about the visit. The technicians can record expenses and create follow up visits, as well as noting information relevant to the customer.

Service contract management within ERP

In order to offer a gold standard of service, the WinMan system allows users to track equipment through all resell transactions in order to successfully manage their after sales business. In this way, WinMan users are able to service and create contacts for items they didn't sell, taking after sales business from their competitors.

Using WinMan allows your customers to manage their own equipment through a web portal. Here they can check service history and manage future downtime for regular maintenance. Any safety critical issues flagged by the service engineer will be visible to the senior management allowing for proactive responses.

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For more than ten years, the highly functional and versatile WinMan ERP system has provided the cornerstone for our successful growth, and we are particularly proud to have grown to become no.1 in the UK marketplace by supplying our acclaimed steel access covers and grilles which are 100% British made. WinMan is as important to us as ever, now that we are aiming our innovative products not only at the home market but also at foreign countries planning serious investment in new infrastructure.

Fabweld Steel Products

The success is daily with knowing that the information is one-hundred percent correct

Spectra Wood

Our WinMan ERP system allows me to directly and quickly access the management information I need to run the business – real-time reporting of key performance indicators such as operating efficiencies and deliveries. Vitally, more consistent pricing gives a truer margin on the work we perform. Meanwhile the system has supported our company’s strategy of investment for growth and its ability to meet delivery promises, hence strengthening its reputation in the marketplace as a reliable and trustworthy supplier. An accurate delivery date to the nearest day can now be assigned by our sales administration staff within half-an-hour of an order being placed. We proudly meet over 99% of those dates.


As a director of the business it was important to me that the system we implemented not only met our functional requirements, but also came from a supplier that was prepared to take on single source responsibility. Of all of the companies we evaluated, WinMan were the only one that ticked all the boxes.


The underlying advantage of WinMan for John Sankey was its flexibility and the ease with which it could be tailored to suit the company’s specific needs.

John Sankey

Our objective was to streamline data processing and substantially reduce keystrokes – a 50% reduction was the minimum target – and a lot of that keystroking was to do with assignment. The more non-value-adding activity we can take out the better.

Thomas Broadbent and Sons

WinMan will give executive management a much easier way to get into the granular data. Give them truer, more accurate information on a timely basis so they can make better decisions.

Crimson Renewable Energy

The ERP software enables us to communicate with all departments from the back office. It covers all aspects of CRM, distribution and stock control, financials and manufacturing;and we are able to access detailed analysis of all aspects of the business.


We have been using Winman since 2009 and it was one of the best decisions we have made within the business, it continues to serve us well and proves to be a very good solution for us.

Shaw Pallet

If you would like to know more about the range of features available within the WinMan ERP system contact us for more information.

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