Choose the right solution for your organization!

Technology is powerful but also complex, our expert guidance will lead you on a path to begin adopting these critical tools internally.

Maximize your customer service, streamline your operations, and transform your field service management capabilities by selecting one of our solution offers tailored to align with your organizational needs.

What is included in each package?

Platform (implementation)
  • Out of the box implementation- Work order, and incident management, schedule board, base mobile app for field users
  • Factors to be considers – crew, job type- diff location, types of services, types of resources, number of resources
  • Up to two job types as determined by crew configuration, types of services and business process
  • Business processes and workflow
  • Work order variations
  • Invoicing and inventory management
  • Advanced scheduling
  • Basic geolocation
  • Customer asset management
  • Up to 15 custom entities
  • Custom PowerApps and flows
  • Mobile app customization
BI and reporting
  • Standard Dynamics based reporting based on best practices
  • Work order Summary report ( to cover location, type, month-wise work)
  • Resource Bookings
  • Power BI app with 2 reports – (job status and resource schedule), data model access for future reporting
Integration
  • Integration with Microsoft 365 -Teams
  • For presence and collaboration
  • Integration with CRM and Finance
Managed Services
  • Quarterly usage and reporting analytics
  • Monthly scan and monitor of user access and geolocation
  • Security monitoring and patches updates
  • 20 hours post-implementation remote support
  • Cost optimization recommendations on quarterly basis
  • Data digitization support
  • New user orientation Monitoring and maintenance of integration
  • Monitoring and maintenance of integration and custom components
Training and adoption
  • Access to online training content
  • We can create Knowledge article for base implementation and add as hyperlink
  • Data migration support
  • Customized user and IT training
Duration of Project

10 weeks

20 weeks

contact for more information

Monthly implementation cost

$

$

contact for more information

Managed Services

$

$

contact for more information

CONTACT US TO SET UP A DISCOVERY CALL TODAY!

We would love to talk about your areas of interest to serve you better.