Archives: Solution Features

With a technician’s smart phone app, they have the power to look up work orders, installed equipment information, past history, contacts, and other information that helps them be more efficient in the field.

Let the software help optimize your field service techs by sending the right tech, with the right skills, and right equipment, to the service call.  This is more efficient for you, and your customers.

Create purchase orders, check inventory, and return parts tied to work orders all within a single web application.  Permission levels limit who can do these tasks, data is real-time so everyone works more efficiently.

Balanced workloads by identifying and organizing available resources by category to intelligently balance workloads
and resources. Match skill sets of the technician against the requirements of the work order. Decrease driving time between work by creating a schedule with geography, customer preference, availability, and SLAs in mind.

Save time and money by letting your service techs receive their schedules at home or on the road as the day starts and unfolds.  When they arrive at the customer’s address, the work order with required service information at their fingertips.  Techs can speak or write their notes and prepare a quote right on their tablet, or have the office prepare the quote and send it to them to show the customer on the tablet.   Get the customer’s signature and receive payment upon completion – all paperless saving the tech and the back office time re-entering data.

Still doing things the old way?  Or with outdated software?

Microsoft Dynamics 365 Field Service provides a modern, powerful platform to take service calls and emails and assign the service to the right service tech(s), with the right skills, at a time coordinated with the customer and the overall service schedule.   This optimizes your tech resources time and skills.