SERVICE MANAGEMENT
ProjectStream 365's service management allows organizations to define project classes, tasks and customer assets to generate service agreements, timely service execution and accurate billing.
SERVICE DATA MANAGEMENT
Defining customer assets, service project classes and service tasks, provides the framework for organizing and tracking aspects of a service project, such as the different types of services being offered, the specific tasks involved, the resources required and frequency. By effectively managing these service project components, project managers can enhance efficiency, improve communication, and ultimately deliver high-quality service management to clients.
SERVICE ESTIMATING
ProjectStream 365's Service Estimating module is engineered for precision and efficiency across the service agreement lifecycle. It initiates with structured data entry for service estimates and line-item proposals, enabling granular cost modeling and scope definition. The system then auto-generates formal service agreements, ensuring consistency and compliance. Integrated follow-up workflows support real-time tracking of proposal status, with a decision gateway that dynamically routes outcomes: successful proposals trigger automated agreement activation and transition into execution workflows, while unsuccessful bids are systematically closed and archived. This modular, rules-driven architecture supports scalability, auditability, and seamless integration with downstream service delivery systems.
SERVICE EXECUTION
ProjectStream 365's Service Management module is designed to simplify and optimize every aspect of your service delivery. Easily generate service proposals from existing agreements, create and manage service projects, and link customer assets for precise tracking. With built-in scheduling, mobile access for field teams, and seamless integration with purchasing and inventory, your operations stay efficient and responsive. Track service time and expenses in real time, and ensure accurate, timely billing—all from one centralized platform.