This is what Service Management Offers You in Business Central

With Dynamics 365 Business Central, you can easily record, manage and track service orders. You define which services are to be provided, document repairs or maintenance and always have an overview of the status of ongoing service assignments. Service offers can also be created directly and converted into binding orders so that you can respond flexibly and quickly to customer requests.

The ERP software enables you to manage all service items centrally – including important information such as serial numbers, maintenance history and specific customer requirements.

Service contracts can be individually created, adapted and evaluated. You have the option of creating contract groups, billing several contracts together and updating contract services on an ongoing basis. This ensures that all service agreements are adhered to transparently and reliably

During a repair, you can easily provide your customers with loaner devices and document their issue and return in the system. Spare parts consumption is also recorded in detail so that you always know which parts have been installed and what your stock looks like.

Dynamics 365 Business Central supports you in the efficient planning and allocation of your service employees. You can allocate resources according to availability and qualifications and thus ensure optimum utilization of your teams. Spare parts, rental equipment and required materials can also be assigned to the respective service call and managed. The software helps you to clearly organize the entire process – from deployment planning to feedback and invoicing.

The Anvaigo Mobile Service App (formerly Anveo Mobile Service App) is perfect for documenting the work of your technical specialists in service. With it, you have the ability to work offline and access all relevant data and order information anytime, anywhere.

During the on-site appointment, many details can be digitally documented (e.g., start of work, service items, documents and photos, articles). Photos (e.g., of damage cases) can be uploaded directly into the system and saved in the service order. Moreover, suitable items can be quickly found using a barcode scanner. Lastly, work times can be easily captured through the app.

Service orders can be easily managed (e.g., creating an order, notifications about arrival).

The ERP system offers flexible pricing options, including individual service prices, discounts and credit notes. You can make price corrections and bill services transparently. The complete documentation of all service activities also facilitates post-calculation and ensures fair and comprehensible billing for your customers.

In the service area, Dynamics 365 Business Central offers a wide range of options for controlling and evaluation so that you can not only control your service processes efficiently, but also develop them further in a targeted manner.You can evaluate all current and completed service orders at any time in terms of resources used, material consumption and time spent. This transparency helps you to control costs, analyze the profitability of individual services and make well-founded decisions for future calculations.

Dynamics 365 Business Central also provides comprehensive reports and analyses that give you a clear overview of the utilization of your employees, the use of spare parts and compliance with service contracts. You can carry out target/actual comparisons to identify deviations at an early stage and gain valuable insights into the quality and efficiency of your service processes. In this way, you create the basis for continuous improvement, increase customer satisfaction and ensure the long-term success of your service business.