Unite365 is a fully integrated service management system, power by Microsoft Dynamics 365 Business Central

Unite365 Service Management Software

Unite 365 is a bespoke service management solution developed by us and powered by Microsoft Dynamics 365 Business Central.

The software is designed for businesses that need a fully integrated CRM, job and service management system and can be used to support each department and team in your business, from job management to invoicing and stock control.

Say goodbye to manual processes and say hello to one solution, central to everything in your business!

Comprehensive functionality

Unite365 has been designed to meet the needs of requirements of all your teams and could change the way that you manage and control your business

  • Manage sales opportunities, estimate and quote for jobs
  • Manage installation projects including procurement of parts
  • Manage staff that are undertaking installation or service work and service the items that were installed
  • Manage all the related financial processes

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One Platform

Do you require a job & service management solution which will also take care of your CRM and ERP requirements and help you gain greater control of your business? This is what Unite365 delivers:

  • A single system to run your business
  • Functionality to support each department and team
  • Built on Microsoft Dynamics 365 Business Central
  • Affordable per user/ per month pricing
  • Fast implementation
  • Accessible from PC, tablet or smartphone, anytime, anywhere

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Who is it for?

Unite365 meets the requirements of many different business sectors/job roles within your business. This might include:

  • Managing Director/CEO
  • Sales Manager
  • Installation Scheduling Manager
  • Contracts Manager
  • Stock Manager
  • Maintenance/Support Manager
  • Finance Manager
  • Field Engineer
Mobile Software for Field Staff

Unite365 gives your field engineers the tools to:

  • Send install and service jobs directly to engineers
  • Provide detailed tasks for your engineers to complete
  • Complete surveys and log all information re. work completed
  • Complete health and safety/risk assessments
  • Raise PO’s for stock purchased from 3rd party retailers when they’ve run out
  • Capture photos of pre and post work along with annotations
  • Capture customer signatures
  • Stay connected, head office will receive all information in real-time, feeding back into the scheduler

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