With a large base of clients that rely on Microsoft Dynamics GP and Key2Act to manage their field service businesses, we often are asked if it is possible to upgrade to a more modern platform – and if it is, how does the transition work? The answer to the first...
This exciting new feature, Inspections is a very welcoming addition to the Field Service toolbox. If you are unfamiliar with Inspections and how they could be used to benefit a company using D365 Field Service, they give you the ability to add a list of questions to...
No matter if your company replaces and repairs air conditioning units inspects fire suppression systems, or dispatches drivers to pick up locations, every business with employees in the field is facing a new future due to COVID-19. While good customer service,...
Until this point, field service companies who rely on Key2Act and Dynamics GP to manage both their finances and field service work orders haven’t had any viable options for moving their software to the cloud. While Key2Act and Dynamics GP have been mainstays in the...
Invoice types in Key2Act EMS Equipment Management allow you to categorize the types of invoices you create. You may want to set up different invoice types for different rental billing durations, for example, monthly, yearly, and so on. Note: Invoice types are...
Rental account distributions Rental account distributions in Key2Act allow you to distribute the income from rental agreement lines into multiple accounts, depending on who owns the equipment and who is renting the equipment or based on the equipment ID, model,...
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