service365 for Field Service and Facilities Management. The tools you need to maintain a strong financial future.
service365 adds several key modules to Microsoft Dynamics 365 Business Central, providing field service businesses with the tools to improve profitability, retain customers and improve workforce utilisation.
The following modules can be configured and deployed to suit the specific requirements of each facilities management business. All the modules are fully integrated with the core financial modules of Microsoft Dynamics 365 Business Central ensuring all users are working in a single common system.Request Demo Ebook: The ERP Expectation Gap
Maintain all service contract information in a single location, from site information and SLAs, to planned call schedules, tasks and billing terms.
Set up SLA terms for call priorities and response times. SLA performance is monitored with workflow options allowing users to be made aware of calls that are nearing a breach of the SLA. What’s more, SLA data can be updated in real time by your workforce via mobile365.
Create and maintain detailed records of everything related to service contracts, calls and sites. Record everything from contact information, site access, call schedules and notes.Download Brochure
Maintain a full equipment register and allocate each equipment item to a site and contract. Keep comprehensive records including serial numbers and model details. Specific skill sets can be set against an equipment item so that only engineers that match these skill sets are allocated against a call.
contracts365 enables planners to easily allocate resources using the drag and drop planning board to the engineers with the right skills who are in the right place and have available time. Calls that have been allocated are automatically updated as the call is progressed based on data that is received from the mobile solution. This all helps ensure that the right people, with the right skills, the required equipment and parts, are at the right place at the right time to meet the SLA demands of your clients.
All service calls can be managed with contracts365, reactive, planned and quoted. Each call can then be broken down into multiple tasks that need to be completed by the engineer. Calls are progress through user-defined stages such as received, allocated, accepted, travelling, onsite and completed.
Stock can be issued to service calls for first time fixes or van stock replenishment routines can be automated based on re-order levels, with requisition and approval routines
service365 clearly highlights calls that are due for invoicing. Pricing can be set at a contract level with options such as fixed price, schedule of rates, time and materials, cost plus and quoted. The system is fully integrated with the financial management tools within Microsoft Dynamics 365 Business Central making a seamless process.
service365 can be used by remote workers to complete job sheets eliminating paperwork and reducing the billing process time. Different workflows can be configured for different call types and can include work flow, health and safety checklists, risk assessments, method statements, equipment readings and signature capture.