Best Practice Checklist - Service



Use the mobile app



Manual service paperwork is not best practice, the time has come to go mobile!


The mobile app can run on phones, tablets and windows 10 laptops. Consider the platform required to run all other apps your technicians use, read PDF manuals and other uses. Phones probably will not cut it on their own


Use a device that can support team viewer so Readysell support can connect to the device and help out


Parallel run your in house service work using both paper and mobile app for a time. Once you have all service orders that are being processed in house being completed through the mobile app, start using the mobile app for on site service work

Structure your products and procedures to support machine and technician reporting



Service and technician reporting only works if you setup your products in the recommended manner. Such as travel having a unit of time. Review your products and procedures to ensure they comply to best practice


Review the key service reports document


Enter some practice transactions in test and ensure you understand all the reports


Organise some training sessions with Readysell to answer your questions once you have trialed the reports

Run internal training sessions



The most effective way to keep up to date with best practice is to have one technician study updates, do training with Readysell and read the manuals/movies. Then have internal training sessions to spread best practices around your business


It is not good enough to be trained when the system first goes in and never repeat the process. Plan on an three monthly training program. You can't keep your teams skills at the highest level without it.

Use toner tracking




Readysell can track toners at customer sites by machine. You have a lot of money tied up in toners, make sure you are tracking it

Implement hire




Readysell supports short term hire through hire products and long term hire through hire meters on machines 


If you leave any product on loan at customer sites or charge a fee for hire, use the hire features to track your activity

Repair machines before they break using service call automation



Don't wait for customers to suffer disruption due to equipment failure. The modern approach is to prevent machine failures


 Use Readysell automated service order generation to manage your maintenance plan

Implement Managed Print Services MPS



Readysell supports advanced managed print services features, such as splitting charges to customers and finance companies


This is a growing area, try to implement larger deals, Readysell will be there to support your MPS requirements

Use advanced meter charging features



Capture meter counts electronically from emails sent by machines, emails from customers, web pages displayed from emails etc.


Encourage your customers to allow you to use print audit or FM Audit to collect information


Actively discourage manual meter count collection from customers