After a field service organization has made a service agreement with a customer, work that follows needs to be scheduled, documented, completed, and paid for. Let’s take a look at some of our highlights in this process. As part of Dynamics 365, customer cases and concern calls that originate from any channel, including phone, email, or even social media mentions can be converted into work orders when onsite work is required. This release even accepts concern calls from devices. Once a work order is created, the next step is to schedule a person for the work.
Key Benefits
Customer First
Keep the customer informed during every interaction of the service chain to increase brand loyalty and advocacy.
Connected Interactions
Provide employees and technicians with 360⁰ information, from any location to improve resource productivity and customer satisfaction.
Empower Organizations
Improve profitability by optimizing schedules and use remote troubleshooting so a technician is dispatched only when necessary.
Key Capabilities
Contract Management
Improve customer satisfaction with reliable service through predictable service delivery. Flexible service schedules can be recurring if needed. Maintain accuracy of service contracts, and installed products across customers, geographies, and locations. Easily meet service expectations and create customer loyalty.
Schedule and Dispatch Optimization
Help your team schedule appointments and dispatch the right resources. Use manual, assisted, or fully automated, optimized scheduling to create the best schedule. Drag and drop and map-enabled scheduling simplifies the time consuming and complex task. It’s easy to fit more appointments into each day and ensure the best person is always scheduled.
Inventory Management
Synchronize inventory, set re-order points and track inventory even down to the truck level to drive efficiency and productivity. Manage your inventory across locations, including warehouses, depots, and trucks. Accurate inventory ensures you can better track your service stock for fewer write-offs, create better forecasts, and improve first time fix rates.
Mobile
Enable technician productivity with real time and offline information about the customer, case, and even resolution instructions. Work orders are linked to case history, parts information, product configurations, pricing, and more to ensure technicians can solve the problem and keep customers happy.
Connected Field Service
Detect, troubleshoot, and resolve issues remotely so a technician is dispatched only when necessary. Know about problems and solve them at minimal cost before customers are aware of the issues. Remote troubleshooting and proactive problem solving help improve customer satisfaction and resource productivity.
Customer-centric experience
Give customers a complete view of upcoming and past cases through a customer portal, share a photo and live map of their technician en route, and send updates via SMS and phone call. Keep your customers informed by putting them at the center of all service interactions.
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