Microsoft software for your service company
Microsoft is known to many for its programs and products, which are used in large numbers daily and worldwide, personally and privately. Microsoft has developed the entire Dynamics 365 platform mainly for the business market. These cloud-based software solutions support companies daily with many business processes and activities. This all-in-one Microsoft software is also very suitable for service companies. Because Microsoft software is very flexible and scalable, you can choose which (extra) functionalities and applications you need or do not need for your service company. You can quickly turn the extra functionalities on or off even after implementation.
Wesley Intveld
+31858200802
info@bluace.nl
Object level administration
All necessary and crucial information in one overview
Planning
Make the most of your maximum capacity
Field service app
Work efficiently and uniformly at every location
Customer service
Portal, including customer-friendly self-service options
Financial settlement
Send invoices faster, more correctly, and more easily
Capture all information at the object level
Both service and maintenance companies have to deal with the installation and maintenance of objects almost every day. By these objects, we mean technical installations in the broadest sense of the word. Such an object can be, for example, a heat pump or boiler, but also a refrigerated display case, oven, or other large complex installations. Almost all service and maintenance companies have to deal with all kinds of information about these technical objects daily. With Microsoft software for service companies, you can capture all this information in one central place. In doing so, you administer at the object level and no longer at the owner or location of the object in question. You can view a clear overview of all the necessary information about the object anytime. If the object’s owner changes over time, you only change the owner in the software. This change has no consequences for all other administrations regarding the object and remains completely intact. Incidentally, you can control which information your service company wants to record about each installation in the Microsoft software. Common data include:
- Maintenance contacts;
- Maintenance history;
- Standard consumption;
- Location;
- Owner.
Make optimal use of your capacity in the planning module
For service companies, scheduling appointments and field staff is one of the most important daily tasks. Of course, you want to make the best possible use of the capacity of your service or maintenance company. To ensure this, the Microsoft software for service companies integrates with various resource planning modules. One of the possibilities, for example, is to graphically plan your field staff and appointments with a user-friendly Drag & Drop function, making assigning assignments and jobs to your technicians clear and straightforward. The result is also that the work planner has clear insight into the available capacity if, for example, an urgent assignment has to be scheduled. This planning module of the Microsoft software also takes into account the parts that are present in the service van of your technicians. As a result, you only assign an order to a technician with the necessary parts for the job to be carried out.
Service or maintenance companies with more complex planning also have the option of optimized and automated planning. This automated planning module repeatedly calculates the most optimal day’s planning. In doing so, the software considers all employees in the field, available time, location of the order, travel time, and required parts and materials. Because Microsoft software takes over this crucial task, the work planners of your service company focus on urgent jobs and exceptional cases.
Benefits of Microsoft software for your service business
ALL CRUCIAL INFORMATION IN ONE CENTRAL PLACE
RELIABILITY & PERFORMANCE BY MICROSOFT
SEAMLESS CONNECTION BETWEEN OFFICE AND FIELD STAFF
FAST AND ERROR-FREE INVOICING
Work efficiently and uniformly on-site with the field service app
Microsoft software, including the field service application, is available for your company’s field service. As a result, your office and field staff are seamlessly connected via their smartphone or tablet. New jobs are sent directly to your technicians’ devices, allowing them to go directly from home to the job location without going to the office first. Once they arrive at the site, technicians have complete visibility into the job and can view what maintenance or repair has been carried out in the past.
They immediately record all the materials they use and the hours they work. In addition, after completion of the job, the customer puts their signature for approval in the field service application of your technician. All this information is synchronized in real-time in the Microsoft software for service companies so that other departments can immediately start working with this information. In principle, the financial department sends the correct invoice to your customer at the push of a button when your technician drives out of the street. Incidentally, if an assignment runs late or an urgent assignment comes in between, your planners will respond immediately. Where necessary, they can easily make changes to the planning, and of course, all these changes are immediately visible to your technicians on their devices.
This is the story of service 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.
Provide excellent customer service to your customers
Almost every organization has noticed that customers are becoming increasingly demanding in recent years. Regarding customer service, customers also prefer immediate answers to their questions. Waiting a day or even longer for that is no longer an option. To ensure that you, as a service company, keep up with this change and meet your customers’ needs, the Microsoft software for service companies has a customer portal. This customer portal also has customer-friendly self-service capabilities, making it easy for customers to find answers to frequently asked questions on an FAQ page. In addition, they can enter their appointments via the portal when it suits them and at their own pace. One of the results is that your customers give your customer service a higher rating for accessibility. The customer portal has advantages for your customers and your organization. For example, customer service agents spend less time resolving issues. In addition, you use all the data about your customers collected by the customer portal to optimize even further, get to know your customers better, and thus meet their needs even better.
Send invoices to your customer quickly and error-free
Last but certainly not least, the functionality of the Microsoft software for service companies that we would like to highlight are the functions related to financial settlement. We have noticed that service and maintenance companies still manually carry out financial processing reasonably regularly. This is highly error-prone and also takes a lot of time. And if your field staff brings paperwork orders to the office once every few days, there is a considerable chance that a paperwork order will be lost. As a result, your invoice is no longer correct, and the profitability of the assignment may be at stake. As we wrote earlier, Microsoft software for service companies has a field service application in which work orders on location are always filled in digitally. All the necessary information for the invoice, such as parts consumed, hours worked, travel time, and the signature for approval, are updated in real-time and stored in the software. This information is, therefore, immediately available to the other departments. The finance department always sends the correct invoice with a simple push button. The result of Microsoft software is that you invoice your customers faster, more correctly, and more efficiently, which means that in most cases, the money to be received is also in your account faster.
Curious about how Microsoft software can optimize your service company?
Wesley Intveld
+31858200802
info@bluace.nl
