Field service management

CRM & Automation Solution for Field Services

As operations and process become more complex for Field Service teams, it is critical that their organization provides them with a connected end to end technology platform to be productive and efficient. These organizations do not always have the knowledge of what proper tools to adopt or where to start their transformational journey for their field service management.

Advaiya has the right team of experts to guide your transformational process for your field service management!

Advaiya Field Service Intro

Why choose Advaiya?

With our breadth of experience in technology innovation for field service management, we have qualified experts to design and deploy the ideal solution for your organization. By leveraging the power of CRM capabilities with Machine Learning, mixed reality, and IOT technology, we will enable your organization to:

Maximize technician productivity and increase upsell/cross-sell opportunities
Increase customer and partner satisfaction
Reduce administrative overhead
Identify and solve problems quicker
Improve visibility and speed up cash flow
Utilize automatic service delivery optimization and improve profitability

Successful Implementation Starts with a Solid Foundation

Building a roadmap to technology innovation is the first critical step in our process. To identify where specific technology can enhance your operations, our experts will intelligently assess your:

Feature Type	Standard Field Service	Premium Field Service	Ultima Field Service
Duration of Project
Monthly Managed Services Cost (Monthly)
Dynamics 365 for Field Services Configurations	Users, entities, resource scheduling, location and map	Users, entities, resource scheduling, Basic Geo- and map enablement
Entity mappings related to Organization	Work order, Incidents, Service, Tasks, Schedule Board, Resource Calendar	Work order, Incidents, Service, Tasks, Schedule Board, Resource Calendar, Inventory (Product, Price lists, Purchase Orders, Purchase Receipts, Product Inventory, Vendor, Transfer Order, Warehouse, Adjustments) Customer Assets, Invoices
BI Reports	Work Order Summary & Resource Bookings	Advanced Reports: Work Order Summary, Resource Bookings
Entity Forms & Relationships	Up to 20 new custom fields creation Up to 2 new forms development	Up to 15 new custom entities Up to 50 new custom fields creation Up to 5 new forms development
Role Base Configuration	Org hierarchy-based forms and fields visibility	Org hierarchy-based forms and fields visibility
Information Flow	Up to 5 new workflows development Up to 5 new business rules development Up to 1 Business Process development/modification	Up to 10 new workflows development Up to 10 new business rules development Up to 3 Business Process development/modification
Mobile App Configuration	User access, entities display, workflow and rules validation, location	User access, entities display, workflow, and rules validation, geolocation, Offline capability configuration
Integration	Integration with Microsoft 365 -Teams for presence and collaboration	Integration with other LOB application as Dynamics Business Central Dynamics Finance and Operation QuickBooks
Managed Services	Quarterly usage and reporting analytics Monthly scan and monitor of user access and quarterly basis geo location Security monitoring and patches updates	Cost optimization recommendations on quarterly basis Data digitization support New user orientation Monitoring and maintenance of integration
Customer Power App & Power Automate		Up to one Power App with lower complex scenarios Up to one Power Automate with lower complex scenarios
Advanced Scheduling		Resource Schedule assistant configuration for more filter criteria up to 5 Resource Scheduling Optimization Configuration for automated scheduling

CRM & Automation Solution for Field Services

CRM & Automation Solution for Field Services

Advaiya Field Service Intro

Why choose Advaiya?

Successful Implementation Starts with a Solid Foundation

Current Resources

Microsoft 365 Platform

Technician Processes

Customer Experiences

To ensure our roadmap is the right fit for your organization, we develop a Proof of Concept so you can test our solutions in action.

Assessment & Proof of Concept

Price $$$

Call us to learn more!

Choose the right solution for your organization!

Standard Field Service

Standard Field Service

Premium Field Service

Premium Field Service

Ultima Field Service

Ultima Field Service

What is included in each package?

Testimonals Statements from Industry Clients

Call us for more information on the features in our offer!

CRM & Automation Solution for Field Services

CRM & Automation Solution for Field Services

Advaiya Field Service Intro

Why choose Advaiya?

Successful Implementation Starts with a Solid Foundation

Current Resources

Microsoft 365 Platform

Technician Processes

Customer Experiences

To ensure our roadmap is the right fit for your organization, we develop a Proof of Concept so you can test our solutions in action.

Assessment & Proof of Concept Price $$$

Call us to learn more!

Choose the right solution for your organization!

Standard Field Service

Standard Field Service

Premium Field Service

Premium Field Service

Ultima Field Service

Ultima Field Service

What is included in each package?

Testimonals Statements from Industry Clients

Call us for more information on the features in our offer!

Assessment & Proof of Concept

Price $$$