Microsoft software for your installation company
Microsoft is already known to you for various programs and products used in large numbers worldwide. Microsoft has developed the entire Dynamics 365 suite and provides supportive, cloud-based, all-in-one IT solutions for companies. For example, Microsoft software is also highly suitable for installation companies. Microsoft Dynamics 365 is a tremendously flexible and scalable platform. In addition, if desired, additional functionalities and applications can easily be activated or added to your Dynamics environment, even after implementation.
Wesley Intveld
+31858200802
info@bluace.nl
Object level administration
All the necessary and crucial information at a glance
Planning
Make the most of your maximum capacity
Field service application
Efficient and uniform on-site work
Customer service
Customer portal, including self-service capabilities
Invoicing
Send invoices faster, more correctly, and more easily
Capturing information at the object level
As an installation company, you must install and maintain objects daily. For us, objects are technical installations in the broadest sense, such as heat pumps, boilers, solar panels, or large complex technical installations. As an installation company, you have to deal with many types of information about these objects daily. One of the most important functionalities of Microsoft software for installation companies is that you administer at the object level and no longer at the owner or location. This lets you see all the necessary information about the system at a glance. If, for example, the installation changes ownership after a while, you only change the owner in the system, and all administration about the installation remains intact. Which information you record on the object is in your own hands in the Microsoft Dynamics software and is, for example:
- Location;
- Owner;
- Maintenance contacts;
- Maintenance history;
- Standard consumption.
Optimal use of your capacity thanks to the planning module
Als As an installation company, scheduling your technicians is one of the most important things. The Microsoft software for installation companies comes with various planning modules to ensure your capacity is optimized. For example, you can plan resources graphically with a Drag & Drop function, which makes dragging and assigning jobs to technicians straightforward. In addition, the work planner has a clear overview of the available capacity when planning urgent jobs. Of course, this planning module considers a technician’s parts, so a job is only assigned to a technician with the necessary parts for the particular job in his service van.
Microsoft Dynamics software has optimized and automated planning for installation companies with a more complex schedule. This automated planning repeatedly calculates the most optimal plan, considering the technicians in the field, the location of the work and travel time, available time, and required materials. Because Microsoft software takes over this crucial task, the work planners can entirely focus on exceptional cases and urgent jobs.
Benefits of Microsoft software
MICROSOFT RELIABILITY & PERFORMANCE
SEAMLESS CONNECTION BETWEEN OFFICE AND FIELD STAFF
FAST AND ERROR-FREE INVOICING
ALL CRUCIAL INFORMATION IN ONE SYSTEM
Field service application for efficient and uniform working on-site
Furthermore, the Microsoft software for your installation company comes with a field service application so that office and field sales are seamlessly connected via their smartphone or tablet. Technicians receive the order on their device and leave it directly from home to the customer without visiting the office first. On location, they have easy insight into the assignment and can also see what work has already been done. Used materials and hours are registered and can be found directly in Microsoft software for installation companies and other departments. After completing the assignment, your customer immediately puts their signature on it so that the finance department has all the necessary information. The correct invoice is sent to the customer with the push of a button. And does a job run late, or does an urgent assignment come in between? Planners respond to this and easily make changes where necessary. And, of course, all these changes are immediately visible to technicians on site.
This is the story of installation company ESNW
Over the years, Bluace has helped several organizations with Microsoft software for service companies. For example, together with ESNW, we are constantly working on further optimizing the work processes. Again and again, we look at where further automation can be done. Thanks to this Microsoft software, ESNW has already taken a big step. Every day, planning is done as efficiently and optimally as possible. In addition, they are now supplied without the intervention of employees.
Excellent customer service, including self-service
Your installation company has also noticed that customers have become increasingly demanding regarding customer service in recent years. Customers now want answers to their questions and want to respond immediately. The Microsoft Dynamics software has a customer portal to ensure installation companies meet these customer requirements, including self-service options. For example, customers can find answers to frequently asked questions on a particular FAQ page, they can schedule their appointments in the portal when it suits them at their own pace, and the accessibility of your customer service will also increase. In addition, you can use all the data about your customers from this customer portal to optimize even further, get to know your customers better, and thus meet their needs even better.
Fast and error-free invoicing
The last, but certainly not the least, functionality of Microsoft software for installation companies is fast and error-free invoicing. We still regularly see installation companies carrying out the invoicing manually. This not only takes a lot of time but is also highly error-prone. Sometimes, paperwork orders get lost, so the invoice is no longer correct anyway, and the profitability of your job may be at stake. As previously described, the Microsoft software comes with a Field Service application so that all work orders are filled in digitally, and all necessary information, such as materials used, hours worked, travel time, and customer signature for approval, are immediately recorded and stored. Because Microsoft software is cloud-based, this information is directly available in the software for other departments. This allows you to send the correct invoice at the push of a button. Thanks to the Microsoft Dynamics software, you can send faster, more accurate, and more accessible invoices to all your customers so that the amount to be received is usually in your account sooner.
Curious about how Microsoft software can help your installation company?
Wesley Intveld
+31858200802
info@bluace.nl
