Field Service Management Solutions
Companies with field service management needs face pressure to complete jobs faster and increase profits while growing a loyal customer base. However, disjointed intake issues, miscommunication between the office and technicians, scheduling complications, and growing fleet costs often hinder progress. Field Service Management software addresses these issues. Stoneridge Software collaborates with your team to find the best solutions using Dynamics 365 and Microsoft technology, enhancing efficiency and improving operations.
Businesses with employees in the field prioritize customer satisfaction, efficient scheduling, and first-time fixes to maintain and grow their customer base and profits. Relying on outdated software, paper documentation, and Excel spreadsheets can slow you down and hinder business growth. Dynamics 365 Field Service Management software provides your team with the necessary information to make better decisions, complete jobs faster with fewer mistakes, and increase customer satisfaction. Explore options for Field Service Operations, Scheduling and Dispatch software, Field Service Automation, 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!
Dynamics 365 Field Service Video Resources
Read Field Service Case Studies
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Enhancing Blue World Pools’ Operational Efficiency with Dynamics 365 Field Service
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Fueling Growth: Innovative Response to Expanding Service Demands with Dynamics 365 CE for Customer Service
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A Digital Evolution in Garage Door Excellence with Microsoft Business Technology
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Manufacturer of Compression Equipment Overcomes Manual Work Challenges, Enhances Productivity with Dynamics 365 Field Service
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Creedence Energy Chooses Dynamics 365 Business Central to Keep Pace with Rapid Growth
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Field Service
Electrical Power Maintenance Company Poised for Growth With Dynamics 365 Business Central
Read Case StudyContact us today to explore options for Field Service operations, scheduling, automation and more.
Solution Map
Streamline your field service operations from a single app with Microsoft Dynamics for Field Service Management. Create work orders with ease. Track customer equipment and manage returns, ownership, and warranties. Make impactful, data-driven decisions with access to process metrics and device performance data. Efficiently manage resources and roles with easy drag-and-drop scheduling. Empower your field team with real-time communication, detailed work orders, and daily schedules through a single mobile app, enabling them to run inspections, and manage changes on the go.
Case Intake & Work Order Generation
- 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
Schedule and Dispatch
- 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
Mobile Workforce
- 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
Reporting & Analytics
- Fault symptom resolution
- Inventory availability
- Serialized equipment
- Resource utilization
- Work order categorization
- Equipment P&L
Work Order Planning & Routing
- 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
Asset Management
- 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
“High Level of Technical Knowledge”
Amy Axness, Controller, J & D Manufacturing
“What I like best about Stoneridge Software is the high level of technical knowledge and the ability to handle mission-critical issues.”
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.
Read Field Service Articles From the Blog
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