Service & Field Service Management

Using Dynamics 365 & Dynamics NAV we offer both service management and field service management solutions

 

Optimised Scheduling

Get the right resources to the right place at the right time.
Optimise your field service management. Organise people and equipment with flexible scheduling options to accommodate both customer service representative and dispatcher workflows including more precise appointment scheduling so it’s easy to fit more appointments into the day. Easily schedule resources manually, with recommendations, or automatically
identify and organise available field service resources by category to create a smarter workload and resource balance. Match technician skill sets against work requirements. Take geography, availability, truck inventory, regulatory requirements, customer preference and service level agreement into account.

 

Contract Management

Increase customer satisfaction and account for all service revenue. Make it easier to manage and maintain the accuracy of service contracts and installed products across customers and locations using field service management software. With more visibility into contract information, you gain faster, more accurate billing while helping field service teams identify new sales opportunities to drive additional revenue.
Use recurring service templates to pull in work schedules and pricing to simplify the quoting process.
Manage recurring service appointments with flexible billing options. Win more business by proactively engaging leads from contact to contract.

 

Mobile Productivity

Improve field processes and technician productivity.

Provide native mobile applications with real-time and offline data.

No matter which device they use, your technicians can view customer information and get guidance they need when they need it.

Offer your technicians access to a full 360-degree view of customer and case history.

Improve work consistency and first-time fix rates by offering technicians step-by-step guidance.

Provide mobile workers with a multiday calendar of work order details that can be dynamically changed and managed.

Link work orders to customer and case history, product configuration installations, parts information and pricing.