Field Service for Dynamics 365 Business Central

Optimise Your Field Service Management with ExpandIT Field Service for Dynamics 365 Business Central

Field Service for Dynamics 365 Business Central with ExpandIT

Simplify your Field Service Management and improve operational efficiencies with ExpandIT Field Service Solutions

ExpandIT Field Service fully integrates with Microsoft Dynamics 365 Business Central and enables Organisations who perform Service or Installation to maximise their productivity and reduce the administration costs.  Eliminate the manual effort, reduce errors, empower field staff, increase profitability, improve the customer experience and ensure Compliance…

 

Field Service Management System for fast & easy Integration to Dynamics 365 ERP

ExpandIT field service software for Microsoft Dynamics 365 Business Central will help you to simplify the management and scheduling of your field technicians and enables your dispatchers to have a 360 view of the field technician’s activities.

It streamlines the flow of information between the field and office, while digitising your end-to-end field service processes.  ExpandIT Field Service Software will have you up and running live within a matter of weeks!

Field Service at your Finger-tips! 

Field Service software puts information at your field technicians’ fingertips enabling users to:

  • Easily track key information
  • Access up to date data
  • View a real-time overview of job related information
  • Complete the checklists
  • Provide photographic proof of tasks completed.

With field service management software your organisation can streamline the order flow from field technician through to the accounting system and improve cash flow with faster billing. The improved transparency and better documentation increases customer satisfaction and enhances compliance.

 

Resource Planning and Dispatching Software – ExpandIT Resource Planning helps simplify the management and scheduling of field technicians. This scheduling software receives real-time updates from the field, allowing for real-time visualization of key parameters for resource allocation, such as job completion status, estimated travel time, sickness, holidays, technician skills, geo-position, and more. This not only enables dispatchers to easily plan and dispatch jobs to field technicians, but also track time, materials and other resources, which can be validated before flowing into the ERP system. The software enables dispatchers to communicate with both the customer and field technicians using SMS, email or phone.

Scheduling Software – ExpandIT Resource Planning empowers dispatchers to make smart decisions, by providing them with all of the information they need in one place. It enables dispatchers to easily schedule and adjust plans as information changes or updates are made.

It includes a Planning Board that is designed to use the available information from Microsoft Dynamics Business Central in combination with information from the field to enable dispatchers to schedule resources and dispatch work orders.

Easily Track Technicians and Job Locations – ExpandIT Resource Planning includes a built-in map that shows the location of field technicians, as well as the location of jobs and estimated travel time. This enables dispatchers to make informed decisions and schedule the right person for the job. Information can be communicated easily to service technicians by text, email, or internally in the software.

Dynamics 365 CRM

Enhance Your Work Order Management Process

With ExpandIT Field Service Management for Microsoft Dynamics 365 Business Central, your resource planners can easily dispatch work orders to field technicians. The navigate icon helps the technicians to quickly locate their jobs. Field technicians can easily:

  • Manage work orders, registering time usage, consumption of parts, and other expenses or fees.
  • Time usage is logged automatically, including travel to and from the job.
  • Field technicians can register service type, fault reason, fault area, symptom, fault, and resolution.
  • Paperwork is eliminated by using electronic reports – that cannot be misplaced, ripped, or rained on.
  • Signatures and paperwork are not forgotten by making them a mandatory part of the service process

Field Service Data You Can Trust – ExpandIT Field Service Management software integrates with Microsoft Dynamics 365 Business Central ERP software. This means data can be easily accessed as required, enabling field technicians to prepare more effectively for a service visit and increase first time fix rates. They can view all jobs scheduled for any given day, week, or month.

For individual jobs – the field technician can view the scheduled time, location, planned material and messages from the dispatcher. The field technician can record time against the job and add materials and attachments. ExpandIT Field Service works both online and offline. Field technicians can edit work orders anytime and anywhere. Information is synchronised once an internet connection is available.

Field Service for Dynamics 365 Business Central
Field Service for Dynamics 365 Business Central
Dynamics 365 CRM

Easily Automate the Field Service Process and eliminate the manual effort and errors

Field Service Portal – Enable your customers to quickly access the information they need.  Empower customers to schedule service, pay invoices and access records online at their convenience.

  • Book service appointments
  • Track work orders
  • Pay invoices online
  • Access past work orders and reports online

ExpandIT Field Service – Easily keep track of forms, expenses, and time digitally. Complete checklists and track time and materials right on a phone or tablet. No paperwork to get misplaced.

  • Work online or offline
  • Store information digitally
  • Complete checklists
  • Access job history

Optimise Time & Resources with the right Field Service Resource Planning – Simplify the management and scheduling of field technicians. Easily plan and dispatch jobs to field technicians, but also track time, materials and other resources. Seamlessly integrate with Microsoft Dynamics Business Central ERP to invoice faster and improve cash flow.

  • Optimise scheduling of field technicians
  • Easily track technicians and job locations
  • Share the real-time updates
Dynamics 365 CRM

Reliable Data Insights

 

As the information is updated in real-time, the ExpandIT Field Service ensures both the dispatchers, and the field technicians have an accurate overview of the field service team and jobs. Work orders are dispatched digitally to a technicians’ mobile device enabling changes or updates to be quickly shared.

Technicians can work on specific tasks for a job and check them off as completed. All jobs show their current status, and when the job is done the field technician can, if needed, go through with the customer and clarify any queries.  As soon as a job is complete – the data flows all the way through to invoicing in just a matter of minutes!

Field Service for Dynamics 365 Business Central

Enhance the ROI of your Dynamics 365 Business Central

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Microsoft Dynamics 365 ERP & CRM Support
Microsoft Dynamics 365 ERP & CRM Contact Us
Microsoft Dynamics 365 ERP & CRM Contact Us
Microsoft Dynamics 365 ERP & CRM Contact Us