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Where field operations leak time and money
In most service businesses the paperwork travels slower than the van. Jobs are booked by phone into a whiteboard or a spreadsheet, technicians arrive without the service history, parts are used but not recorded, and the invoice goes out a week later, if the job sheet makes it back to the office at all.
Dynamics 365 Field Service connects those steps. A case or a maintenance plan creates a work order, the schedule board suggests the best technician by skill, location and availability, the mobile app carries the checklist, asset history and parts list, and a completed job posts parts, time and charges back to finance.
What we set up
Work orders
Created from cases, from maintenance agreements or by hand, with incident types that pre-fill tasks, parts and duration.
Scheduling
A schedule board with skills, territories and travel time, and optimisation for companies with enough jobs to need it.
Mobile app
Technicians see jobs, directions, checklists, customer assets and history on phone or tablet, and work offline where signal is poor.
Parts and inventory
Van and warehouse stock, parts used on the job and returns, reconciled with inventory in Business Central.
Assets and agreements
Customer equipment, service history and preventive maintenance plans that generate work orders on schedule.
Billing
Completed work orders turn into invoices in the ERP with labour, parts and travel, without re-keying.
How the rollout runs
- 1
Ride along
We spend time with dispatch and a technician to see how a job really runs, including the workarounds.
- 2
Design
Incident types, territories, skills, agreements and the ERP hand-off agreed in writing.
- 3
Build and pilot
Configuration, mobile app setup and a pilot with a small crew running live jobs.
- 4
Roll out
Remaining technicians trained on the app in short sessions, dispatch trained on the board.
- 5
Tune
After a month we review first-time fix rates, travel and billing lag with you and adjust.
Field Service questions
Do technicians need a laptop?
No. The Field Service mobile app runs on iOS and Android phones and tablets, and keeps working offline, syncing when the device is back in signal.
Can it work with Business Central?
Yes. Microsoft provides an integration between Field Service and Business Central for items, customers, work order posting and invoicing.
Is it only for large fleets?
No. Teams of a handful of technicians benefit from work orders, the mobile app and billing; advanced schedule optimisation starts to pay off with larger fleets.
Talk to us about your project.
Tell us what you run today and what has to change. A senior consultant replies with a written next step.