Topic Thread

1.  Service Management - Viewpoint Vista

Posted 3 days ago
Anyone using the service module and if so, what are your thoughts?

Anyone using this module to do part sales?  We have a compressed air equipment, parts and service business unit and trying to evaluate the system.


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Matt Huber CFA, CPA
CFO
Modern Companies, Inc.
Cedar Rapids IA
(319) 841-1170
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2.  RE: Service Management - Viewpoint Vista

Posted 2 days ago
​Hi Matt  -

I have a lot of service management experience through my work as a software consultant. The service management module definitely has its quirks but it has been a focus, and continues to be a focus, of Viewpoint's development team so it's improving with every release. My clients have not used it for sales only, but you are able to resell stock items, so I imagine it would work for what you've described. I would think the downside would be creating a work order to sell a part may be a bit cumbersome. Given the flexibility of Viewpoint though, I believe there are some shortcuts you could program to make creating a work order for sales only more streamlined. I have a few ideas, but without having a more complete understanding of your set-up I'm not sure if they would work as I'm thinking.

As with most modules in Viewpoint, the set-up of the module can be time consuming, but once it's done, it works pretty seamlessly in my opinion.

Feel free to reach out if you have any specific questions. I'm happy to help.

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Sarah Stegman
Senior Manager - Construction Software Consulting
CohnReznick LLP

(469) 371-7209
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