Microsoft Dynamics 365 Business Central ERP Project Management for Service Industry
We at Web Masters have been delivering superior service management software solutions to businesses for 30+ years now.
We are a proud Microsoft Gold Partners offering custom Business Central solutions for your Finance/IT/Support Services Business.
Some of the most common challenges most service businesses face without an ERP software include:
- No automated task allocation and manually managing service personnel
- Lack of system for handling contract management, renewals, automatic notifications, etc.
- Inaccurate timelines with lack of BOM references and service load references
- Bland transparency into project and task progress
- Failing to offer good customer experience for support requests, loan claims, or finance services
- Lack of credibility and transparency in managing service invoicing and service items
- Manual management of service reports, records, and feedback
Our Microsoft ERP project management professional services helps you get rid of outdated manual tasks. This includes manual order and feedback management processes.
And it empowers you with streamlined data and comprehensive features to manage service items, finance, invoicing, and team productivity with ease.
Let’s check the key features of our custom Microsoft Business Central Suite for Service Management.
Key Features of ERP project management
Service Contract Management
- Set up agreements with the customers about service levels. Use default policies, templates, and documents for a faster service management setup.
- Maintain information on contract history, contract renewal, and contract templates.
- Manage warranties for service items and spare parts.
- Record details on service levels, response times, discount levels, and the service history of each contract. This includes service items and parts used, and labor hours.
- Measure service contract profitability.
- Generate service contract quotes.
Planning and Dispatching
- Assign personnel to work orders and log details such as work order handling and work order status.
- Gain an overview of service task prioritization, service loads, and task escalations.
Service Item Management
- Record all your service items, including contract, component management, and BOM reference.
- Use the Trendscape Analysis feature to view KPIs for service items during various periods.
Service Order Management
- Register post-sales issues, including service requests, services due, service orders, and repair requests.
- Let customers initiate service requests according to the terms of service agreements.
- Get a complete history of service orders and quotes through the Service Order Log.
- Manage feedback from the client and even the feedback resolution process.
Service Price Management
- Set up, maintain, and monitor service prices and manage service invoices.
- Set up price groups based on criteria, such as the service item (or several item groups). Or sort by the type of fault for a period or specific customers or currencies.
- Define price calculation structures that include all parameters involved in providing service. These parameters include the parts used, the types of work, and the service charges.
- Assign the correct price structure to service orders that match the price group criteria.
- Assign fixed, minimum, or maximum prices to price groups and compare profitability.
Wish to enquire about the benefits and cost of Microsoft Business Central's ERP Project Management?
How We Make the Business Central ERP Project Management System Delightful for You?
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