Dynamics GP Field Service Management

For organisations with engineers or technicians servicing customers out on the road these powerful integrated Dynamics GP / CRM modules offer the ideal solution to help you manage your resources, track all of your costs and activities and offer a superior customer service. Modules include:

• Service Call Management to track all of your service calls in detail, including all costs and usage of parts. Auto-creates invoices if applicable and tracks these against contracts or warranties. Reports of profitability, utilisation, workloads, parts failures and more can be generated. Fully integrated with Returns, Inventory, Transfers and Purchase Orders.

• Contract Administration to create complex quotes incorporating multiple service level agreements and convert to contract with a single click. Helps you to maintain complex price books and monitor profitability against these. Billing based on time or meter usage with 5 revenue recognition methods.  Accurate billing with full integration into service call management.

• Returns Management to enable you to accurately credit customers based on the original invoice. The process to generate RMAs from data in the system, such as service calls or historical invoices, is straightforward. Helps track returns and repair statuses and identify problem components. A key tool to manage returns stock with easy transfer to main warehouse. Built-in workflow management. Preventative Maintenance forecast purchasing requirements and schedule service calls based upon time in service or product usage. Co-ordinate open service requests with upcoming preventative maintenance calls.

• Depot Management to prioritise and schedule internal repair operations, enter and automatically schedule work orders through the workbenches or stations in your internal repair facility. Integrate with Returns Management for consistent tracking of customer repairs. Enable depot technicians to record and track parts and labour usage during the repair process, including requesting back-ordered parts if needed, roll repair costs into items cost or expense them.

Mobile - Wireless Field Service

Dynamics GP - Field Service Anywhere

An essential module to dramatically improve customer service levels and improve efficiency of field staff.

Engineers get information as they need it, sent directly to their mobile device. Planned journeys minimise wasted time. Actions for each job are recorded on the spot, eliminating paper service sheets. Managers control events in the field as they happen. Finance can issue invoices as soon as a job is completed. Parts management is improved.

Underlying Wireless Intelligence Layer provides extremely reliable, efficient, high-performance communications. Users get real-time, two-way delivery. Always available, even when the mobile network coverage is poor or non-existent.