Field Service for installation companies

An efficient field service is crucial for installation companies that carry out interventions, installations and maintenance on a daily basis. But without digital support, things can quickly become complex: schedules run late, communication breaks down and work orders get lost. With a smart Field Service solution such as Microsoft Dynamics 365 Field Service, you can work in a structured, mobile and customer-focused way, with fewer errors and more satisfied customers.

From chaos to control: digitise your installation team

As an installer, you want and need to be able to switch gears quickly: from a new installation to an urgent repair. But managing a team in the field requires oversight, flexibility and speed. Field Service Management helps you to organise your field service digitally. You plan based on availability and expertise, track assignments in real time and automate work orders. This allows you to work more efficiently, reduce administration and increase customer satisfaction.

We now have a clear overview of the number of malfunctions and how efficiently we have resolved them. Whereas we used to rely on assumptions, we now have hard data to rely on.

Logo Unata quote
Willem Timmerman
Automation Manager - Unata

The benefits of Field Service Management

  • Smart planning based on location, availability and skills
  • Real-time monitoring of installations, repairs and maintenance
  • Mobile access to work orders, customer information and stock
  • Less paperwork, more automation
  • Better communication between office and field staff
  • Faster interventions and higher customer satisfaction

Unata opts for structure and efficiency with Dynamics 365

As a machine manufacturer, Unata faced the challenge of monitoring their installations and maintenance more efficiently. Thanks to Microsoft Dynamics 365 Field Service and Savaco, they switched to a single centralised system. Malfunctions and maintenance are now monitored digitally, communication with customers is smoother, and technicians have direct access to all relevant information via QR codes. The result? Less chaos, more insight, and higher customer satisfaction.

Microsoft Dynamics 365 Field Service

Streamline your installation team with a single digital platform. Plan more efficiently, work on the move and track every job in real time for greater control and satisfied customers.

Can Dynamics 365 Field Service be linked to our ERP system?

Yes. Dynamics 365 Field Service is designed to integrate seamlessly with existing ERP systems. This means that customer data, stock, invoicing and planning are automatically synchronised.

What if my installers work at different locations?

With mobile access via smartphone or tablet, your installers always have the right information at their fingertips, regardless of their location. This allows them to work independently and respond more quickly.

Can I automatically link work orders and customer data to installations?

Yes. Dynamics 365 makes it possible to automatically generate work orders and link them to specific installations, including history and stock information. Everything is digital and centrally available.

Is Dynamics 365 Field Service suitable for complex installations involving maintenance and malfunctions?

Certainly. You can monitor malfunctions, maintenance and interventions via a single system. Thanks to real-time data, you always know what is going on and can even apply predictive maintenance.

Is Dynamics 365 Field Service also suitable for smaller installation companies?

Yes, absolutely. Dynamics 365 is modular and scalable, allowing you to start small and expand later.

Optimising your field service together

Would you like to provide better support to your installers, respond more quickly to service calls and offer your customers smooth service? Savaco helps you make optimal use of Microsoft Dynamics 365 Field Service for your organisation.

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