Acumens Service Job Management for Microsoft Business Central and Dynamics Nav is a solution designed to simplify equipment servicing activities. It offers a suite of submodules to manage various aspects of service management.

Features included in this app are as below.

1. Equipment Service Management

Service Requests and Orders: Create and manage service requests and orders for equipment Servicing. Customers can track the status of their service requests from the separate customer portal.

Service History: the app maintains a detailed record of all service repairs, maintenance, and part replacements, for each piece of equipment.

Planned maintenance and service-due reminders: The app comes with a Planned Service Worksheet where customer service users can review and send service-due reminders to the customers.

2. Resource and Material Usage

Inventory usage: track, monitor, and manage the inventory of materials and spare parts used for each service job, allowing for a detailed analysis of material usage.

Track labor costs: bill resource usage for a service job.

3. Material Availability and Material Requisition

Services orders will create a demand for materials which will be reflected in the Item’s availability. Materials needed can thereafter be purchased using a purchase order specifically for the job or using a combined purchase order for the total demand of the item.

4. Service Cost and Price Management

Track and manage costs associated with service operations, including labor, materials, and overheads.

It also has a feature to manage WIP for ongoing service jobs. This provides multiple features to manage and ensure that the company has a clear view of the costs throughout the service process.

5. Technician Scheduling

Plan and schedule technician activities based on service tickets, technician availability, and expertise. It supports efficient scheduling of your technicians by providing a clear visibility therefore avoiding scheduling conflicts and ensures you can distribute the workloads to improve service quality and productivity.

6. Timesheet Management

The app provides timesheets to log time spent by technicians and other service personnel on a job. This can be used to correctly calculate costs and bill a service. Timesheets can also be used internally for other activities such as payroll or absence management.

7. Service Inspection and Testing

Setup Testing Procedures: Define and manage standardized testing procedures for each service item group. It allows for the creation of detailed test instructions and checklists.

Inspection result tracking: Monitor and record testing results, with the capability to upload photos. For any issues that require further attention or corrective actions, you can generate a new Service order from the service inspection page.

8. Customer Portal.

The app comes with a separate customer portal that offers customers a dedicated portal where they can submit service requests for their equipment, track the status of their requests, and access the service history. This then allows the customer service to follow up on the requests and take action.

9. Field Service Technician Web App.

The app comes with a separate web-based portal designed to improve the efficiency of field service activities. It provides field service technicians with real-time access to service job details, customer information, and inventory. Through the service tickets, the technicians can view, perform, and post material usage as they perform the field service. They can update the status of their assigned service tickets to allow billing the customer.

With the Van inventory feature, technicians can view their current inventory, check if required parts are available, and update their stocks before going for field service.

Technicians can access the Field Service web app directly from their mobile devices, or laptops.

Supported Editions

This extension supports both the Essential and Premium editions of Microsoft Dynamics 365 Business Central.

Supported Countries

All countries where Business Central is available.

Supported Languages

The app is available in: English (United States)

Contact Information

For more information, please contact SBC Dynamics

Acumens Service Job Management

by SBC Dynamics ERP