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Service Management with Haufe X360

Control and plan your field service & customer service with digital support from ERP systems and innovative apps for time tracking, documentation, and much more.

Increase Your Business Performance with Haufe X360 Service Management

MDIS implements integrated service management solutions that can map all commercial service processes of companies. Functionally, all industries in which service processes are relevant are covered—from consulting firms to trade businesses.

At the heart of the service management solution is the planning, execution, control, and monitoring of all service processes within a company.

Effective Service Management for Your Company's Success

  • Improved Communication
  • Capture, manage, and share information quickly and easily
  • Increased Transparency and Data Accuracy

WEBINAR

Haufe X360 Cloud ERP -
All Modules at a Glance

What does an ERP system look like that truly fits modern, growing companies?

In this webinar, you will gain practical insights into Haufe X360 and learn about the most important modules and how they work together.

We will show you live how to simplify processes, use data intelligently, and make informed decisions—all in a flexible cloud solution that grows with your business.

Register for the webinar free of charge now!

Service Management Highlights

Discover the powerful features of our service management fully integrated into the ERP system
and experience how Haufe X360 sustainably increases the efficiency of your field service.

Deployment Planning

Plan your service deployments efficiently and clearly. With the integrated planning board including map view and resource planning, you ensure that the right employees with the appropriate equipment are at the right place at the right time.

This optimizes your deployment planning, reduces downtime, and increases service quality.

  • Real-time information for customers about planned deployments

  • Planning of tools, materials, and additional resources

  • Mobile access to all relevant data for field service

Equipment Management

Keep track of all equipment in use at all times—whether at the customer’s site or in your own service inventory. With Haufe X360, you manage maintenance intervals, availability, and deployment histories centrally and clearly.

This increases your service quality, enables early response to maintenance needs, and provides your customers with proactive and reliable service.

  • Central management of equipment including maintenance planning

  • Efficient inventory management and spare parts management

  • Support for warranty and contract management

Service Contracts

Manage your service contracts centrally and keep track of all agreements at all times. With Haufe X360, you efficiently control terms, services, and intervals, ensuring reliable and plannable customer service.

Automatically generated appointments—aligned with your individual intervals and seasonal requirements—support you in planning maintenance and deployments on time.

  • Central management of all service contracts and contract details

  • Integrated planning of tools and resources

  • Management of customer equipment and components in service context

Benefits of the Integrated Service Solution

Efficient Deployment Planning

Plan service deployments precisely with planning board, route planning, and resource management—for optimal field service workflows.

Seamless ERP Integration

Access modules such as inventory management and financial accounting directly and manage spare parts without media breaks.

Mobile Access

Your field service employees work flexibly: With the app, they have access to all relevant data anytime, anywhere.

Optimal Overview

Keep track of all service deployments, employees, and equipment centrally and ensure smooth operations.

Service Contracts

Create and manage service contracts directly in the system and benefit from automatically generated appointments.

Employee Management

Deploy your teams optimally: The visual planning board helps schedule the right employees at the right time in the right place.

All Features in Service Management

In this section, you will get an overview of the most important features of our service management module. Discover how you can digitalize your service processes, control them efficiently, and optimally organize your field service.
Managing Your Employees

Organize the deployment of your employees efficiently and purposefully. With Haufe X360, you plan resources clearly via a visual appointment planning board and optimize your route and deployment planning.

This increases service quality, improves internal processes, and ensures that all appointments are reliably met.

  • Cross-departmental collaboration with 360° view of the customer

  • Standard dashboards for real-time information

  • Integrated profitability analysis of service orders

  • Mobile access via the Haufe X360 app

  • Efficient planning and scheduling of service deployments

  • Management of individual service contracts

  • Maintenance of employee qualifications for optimal deployment planning

  • Support for equipment maintenance

Equipment Management

Manage your equipment efficiently and ensure proactive maintenance. With Haufe X360, you plan preventive service deployments, extend the lifespan of your products, and sustainably increase customer satisfaction.

Thanks to seamless integration into your service processes, you enable proactive support and strengthen long-term customer relationships.

  • Central overview of all equipment including preventive maintenance planning
  • Efficient inventory management and spare parts administration
  • Individual warranty management for maximum transparency
  • Flexible invoicing according to freely definable intervals
  • Management of multiple service contracts per customer
  • Creation of service templates for recurring deployments
  • Automated appointment scheduling through integrated appointment generator
  • Clear maintenance management for completed work
Map Preview

Optimize your field service route planning with an integrated map view. The map preview displays all deployments and routes clearly and enables precise, flexible planning of your service deployments.

This allows you to use your resources efficiently, reduce travel times, and increase your team’s productivity.

  • Display of employee routes with extensive filter options

  • Fully integrated map solution based on Azure Maps

  • Real-time information about the location of your employees

Quality Management

Sustainably ensure the quality of your service deployments. With the optional quality management in Haufe X360, you integrate inspection processes, checklists, and specifications directly into your field service.

This creates uniform standards, documents your services comprehensively, and ensures transparent and traceable quality processes.

  • Conducting quality inspections directly during service deployments

  • Use of checklists for standardized inspection procedures

  • Systematic compliance with inspection requirements and quality standards

  • Comprehensive documentation of quality data and evidence

Digitalization does not begin with software. It begins with the decision to work better.

Let us clarify in a brief strategy discussion how Haufe X360 can simplify your processes and make your business scalable.

No standard presentation—but an individual conversation about your goals.