D365CRM Field Service

A comprehensive solution designed to help organizations deliver onsite services efficiently. It combines workflow automation, scheduling algorithms, and mobility to ensure effective customer service in the field.

Work Order Management

Work Order Creation: Easily create work orders for customer service requests, preventative maintenance, or field service appointments. Work orders capture all the necessary information, including customer details, the location of service, and the type of work required.

Work Order Tracking: Track the status of work orders in real-time, from creation to completion, including technician assignments, customer feedback, and service completion details.

Work Order Templates: Standardize common service requests by creating templates for frequently performed tasks, reducing manual entry and ensuring consistency.

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Scheduling and Dispatching

Manual and Automated Scheduling: Schedule work orders manually, or use the system's automated scheduling feature to assign jobs to the right technicians based on factors like location, skill set, and availability.

Resource Scheduling Optimization (RSO): Optimize schedules automatically by considering resource availability, technician skills, proximity, customer preferences, and service level agreements (SLAs). RSO can reduce travel time and maximize technician productivity.

Scheduling Assistant: Leverage AI-based recommendations to find the best technician for a particular job, considering factors like skill level, current workload, and location.

Inventory and Asset Management, Contracting & Billing and Invoicing

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