Field Service Management Solutions

Companies with field service management needs face mounting pressure to complete jobs faster and increase profits while growing a loyal customer base. However, many times the right systems and processes aren’t in place to help you combat disjointed intake issues, miscommunication between the office and technicians, scheduling complications, and growing fleet costs. The benefits of Field Service Management software combat these common issues. Stoneridge Software works shoulder-to-shoulder with your team to identify the best Field Service Management solutions using Dynamics 365 and Microsoft technology to increase efficiency and change the way your team operates for the better.

Businesses like yours, with employees in the field, care about field service customer satisfaction. Good customer service, efficient scheduling, and first-time fixes remain critical to maintaining and growing a customer base and increasing profits. If you’re relying on old software, paper documentation and reports, and a variety of Excel spreadsheets you’re not running at the speed of your competitors and aren’t able to effectively nurture new or ongoing business opportunities.

With Dynamics 365 Field Service Management software, your entire team, whether they are in the back office or in the field, has the information they need at their fingertips to make better business decisions, complete jobs faster and with fewer mistakes, and increase customer satisfaction on every call. Learn more about options for Field Service Operations, Scheduling and Dispatch software, Field Service Automation, Field Service Tracking and more!

Is Dynamics 365 Field Service for you? We can meet your field service management needs for any industry, such as:

  • Manufacturing
  • Agriculture
  • Specialty Contractor
  • Construction
  • Housing & Property Management
  • Oil & Gas businesses, and more!

Solution Map

Microsoft Dynamics for Field Service Management covers the major functions needed for any business sending employees into the field.

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Case Intake & Work Order Generation

Phone or email, scheduled maintenance routines, IoT device alerts, and more. How a work order comes to life is as important as how it’s managed on site.

  • Monitors or ROI Triggers
  • Purchase
  • Scheduled Maintenance and Inspections
  • Preventative and Predictive Maintenance
  • Break/Fix
  • Contract Orders
    • Manage services promised, payment agreements, balances, and terms
  • Email routing automation
  • Telephony Automation
  • Warranty fulfillment
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Schedule and Dispatch

Manage customer equipment, devices, and specialty tools in a single place. Whether your customers purchase or lease, you need to track returns, ownership, and warranty information over time.

  • Manage resources and equipment needed for service
  • Visualize appointments
  • Optimize service schedules with efficient routing and resource skillmatching
  • Track skills and certifications for individual service technicians
  • Manage schedules, working hours, vacations, etc. that impact capacity and availability
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Mobile Workforce

When you make data-driven decisions, you make an impact for your business. Understand process and job metrics, device-specific performance data, and more- all in one place.

  • Schedule for Technician
  • Real-Time Communication with Customer on Arrival Times, Departure, Delays, etc.
  • Capture details for services delivered from the field
  • Status Changes
  • Field Invoicing
  • Inspections
    • Industry Regulated Inspection Management
    • Photos, Measurements, Specs
    • Management and Documentation of Serialized equipment
Microsoft dynamics for medical device manufacturing

Reporting & Analytics

Manage bookable resources, resource skills, and roles, and book on-site service with easy-to-manage tools and drag-and-drop scheduling.

  • Fault symptom resolution
  • Inventory availability
  • Serialized equipment
  • Resource utilization
  • Work order categorization
  • Equipment P&L
Microsoft dynamics for medical device manufacturing

Work Order Planning & Routing

Service tasks, product and service billing, time spent on the job, and other vital information are critical to field technicians and overall field service success.

  • Track service delivery expectations
  • Provide task detail for field technicians
  • Communicate task details both internally and with clients
  • Inventory Management
  • Time Tracking and Job Costing
  • Billing & Invoicing for services delivered and product sold
  • Templating
icon lot management

Asset Management

Empower your field support team with real-time communication, work order details, and daily schedules in a single mobile solution. Run inspections, manage on-the-go changes, and obtain in-person customer signatures from a single app.

  • Return Merchandise Authorization and Return to Vendor
  • Specialty tool and equipment
  • Identify customer and company owned assets
  • IoT devicemanagement and connected field service
  • Serial number tracking
  • Warranty information

Talk to us today about solutions for your business.

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Microsoft Technology Solutions for Field Service

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Field Service FAQs

If you’re wondering if Microsoft Field Service solutions are right for you, check out our frequently asked questions to learn more.

What types of organizations would benefit from Dynamics 365 Field Service?

The features and functionality included in the Field Service application apply to a wide range of industries and business types. At the most basic level, Field Service ensures you have the right tools and right person for any job, no matter the location. If any of the following scenarios apply to your business, you would likely benefit from a field service solution:

  • You generate work orders and dispatch technicians or service workers to fulfill those work orders at various locations
  • You have contracts that include services promised or warranties
  • You complete site inspections
  • You manage and monitor assets and equipment

How can a Field Service Management software help you?

Customer service, satisfaction, and loyalty are more important than ever. Through the right technology, you can exceed customer expectations while streamlining your processes and reducing costs.

  • Your dispatchers or schedulers will be able to assign the right resources to each specific job or work order.
  • Your managers will know exactly what is in inventory and where resources are located.
  • Your employees will have the information they need in order to complete work orders efficiently and accurately.
  • Your team will have access to full customer history and information.
  • Your managers can make strategic business decisions based on data related to utilization levels, quality ratings, profitability of specific jobs or roles, and more.

How can I improve my Field Service organization?

The right people, processes, and technology can help you move your field service organization forward and achieve your goals. With an end-to-end solution, every department has access to the information they need to sell more, provide better service, and gain valuable insights. Reach out to the experts at Stoneridge to show you what’s possible.

How do I best align my sales and service teams?

For many field service companies, sales and service must work closely together to ensure customer satisfaction and project success. With Dynamics 365, both teams have full visibility into project details and status. Each stage in the process from sales to delivery can include customized steps that need to be achieved prior to the project moving to the next stage. This ensures a smooth handoff from sales to service.

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Dynamics 365 Field Service Inventory Capabilities

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Dynamics 365 Field Service Video Resources

 

Scheduling from a Work Order in Dynamics 365 Field Service

A Look at the Dispatcher’s Schedule Board in Dynamics 365 Field Service

How to Set Up Resources within Dynamics 365 Field Service

“High Level of Technical Knowledge”
“What I like best about Stoneridge Software is the high level of technical knowledge and the ability to handle mission-critical issues.”

Amy Axness, Controller, J & D Manufacturing