Planners
“Who is free, qualified and close by?”
Schedule board with drag-and-drop and suggestions
Urgent jobs placed without rebuilding the day
Utilisation and travel time visible per team
Field Service
We implement Dynamics 365 Field Service to connect the customer request, the schedule, the technician’s mobile app and your inventory. AI helps schedulers fill the board and gives technicians the asset history and recap they need on site.
Built on
Dynamics 365 Field Service
Field Service Mobile
Copilot
More fixed on the first visit
The right skills, parts and history arrive with the technician.
Fuller days, less driving
Schedules built around skills, location and urgency.
Invoiced the same day
The job closes on mobile, and billing starts immediately.
A Day in the Field
From Breakdown to Invoice, in One Day.
Field Service connects the call, the schedule, the technician and the invoice. Here is what that looks like on an ordinary Thursday.
The day is planned
Jobs are spread across technicians by skills, territory and travel time. Planners review instead of building from scratch.
Schedule assistant
An urgent job comes in
A customer reports a heat pump offline. Copilot drafts the work order from the email, with the asset and the error code.
Copilot
The best technician is found
Marc is 12 minutes away, certified for heat pumps and has the valve in his van. One click moves him.
Planner decides
On site with the full picture
Marc sees the installation date, the last visit and known fixes for the error on his phone, even without signal.
Technician
Parts and time recorded
The valve used comes off his van stock, and the hours are logged against the work order.
Automatic
Signed, reported, invoiced
The customer signs on the phone, receives the report by email, and the job is ready for invoicing in your ERP.
Customer notified
Three Roles, One System
Built for the People Who Do the Work.
Technicians
“What am I fixing, and what happened last time?”
Work orders, checklists and asset history on mobile
Works offline, syncs when back in range
Photos, signatures and time captured on site
Customers
“When are you coming, and is it fixed?”
Appointment confirmation and arrival updates
Report and summary sent when the job closes
One history if they call your service desk
Beyond Break-Fix
From Reacting to Preventing.
Most field teams start by managing breakdowns. The same platform takes you further, one step at a time.
Step 1 · Reactive
Fix what breaks, faster
Every request becomes a work order, scheduled and closed on mobile.
Step 2 · Planned
Maintain before it breaks
Agreements generate recurring maintenance visits automatically, with the right parts reserved.
Step 3 · Predictive
Act on what equipment tells you
Connected equipment sends alerts through Azure IoT, and a work order is created before the customer notices a problem.
FAQ
Field Service Questions
What teams usually ask before they start.
Built on
Dynamics 365 Field Service
Work orders, scheduling, inventory
Field Service Mobile
Technician app, works offline
Copilot
Work order drafting and recaps
Still have questions? We’re here to help.
Does the mobile app work without a connection?
Yes. Field Service Mobile supports offline use, and work done in a basement or a remote site syncs when the connection returns.
Can it connect to our ERP for parts and invoicing?
Can subcontractors use it?
How do we start?
Get Started
A 30-minute call is usually enough to see where your visits go wrong. If there is a fit, we scope the first crew with a fixed price.
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