• Planners and dispatchers
• Planning Board gives a complete overview of field resources, work orders and their status, and scheduling is as easy using drag-and-drop
• Field workers
• Use the Mobile Client to register time, materials, complete field reports, and take pictures/add attachments (works even without connectivity to the internet).
• Customers
• Can use the Service Portal to request service, communicate with planners and field workers, upload photos, track status of service calls, see data that was captured in the field such as notes, pictures, forms/reports as well as invoices.
• Fully Integrated with Dynamics 365 Business Central Service Management and Jobs module

• Inventory and Non-stock items
• Lot and serial number tracking (if applicable)
• Quotes, Sales orders, invoices
• Purchase Orders, Receiving
• Warehousing w/ bins (pick/pack/putaway)
• Open invoice data conversion
• FIFO costing
• Lot tracking / serialization (if applicable)
• Data conversion (Items, Inventory Qtys, Price List, Open Invoices, Open Orders, Open Purchase Orders)
• Web/live remote training

• Service Orders w/ Fault Reporting
• Track repair and supplies
• Assign service personnel based on skill and availability
• Service estimates and invoices
• Service Contracts

$36,200 - 12 WK Implementation