Service Management Features

NAVservice for Field Service and Facilities Management. The tools you need to maintain a strong financial future.
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NAVservice adds a number of key modules to Microsoft Dynamics NAV providing businesses with the tools to improve profitability, retain customers and improve workforce utilisation.

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The following modules can be configured and deployed to suit the specific requirements of each business.  All of the modules are fully integrated with the core financial modules of Microsoft Dynamics NAV ensuring all users are working in a single common system.

Service Contracts – maintain all service contract information in a single location, from site information and SLAs, to planned call schedules, tasks and billing terms.

SLA Management - set up SLA terms for call priorities and response times. SLA performance is monitored with workflow options allowing users to be made aware of calls that are nearing a breach of the SAL. What’s more, SLA data can be updated in real time by your workforce via NAVmobile.

Service Sites – create and maintain detailed records of everything related to service contracts, calls and sites. Record everything from contact information, site access, call schedules and notes.

Equipment Register - maintain a full equipment register and allocate each equipment item to a site and contract. Keep comprehensive records including serial numbers and model details. Specific skill sets can be set against an equipment item so that only engineers that match these skill sets are allocated against a call.

Graphical Resource Planner – NAVcontracts enables planners to easily allocate resources using the drag and drop planning board to the engineers with the right skills who are in the right place and have available time. Calls that have been allocated are automatically updated as the call is progressed based on data that is received from the mobile solution. This all helps ensure that the right people, with the right skills, the required equipment and parts, are at the right place at the right time to meet the SLA demands of your clients.

Planned and Reactive Maintenance – all service calls can be managed with NAVcontracts, reactive, planned and quoted. Each call can then be broken down into multiple tasks that need to be completed by the engineer. Calls are progress through user-defined stages such as Received, Allocated, Accepted, Travelling, Onsite and Completed.

Van Stock Replenishment - stock can be issued to service calls for first time fixes or van stock replenishment routines can be automated based on re-order levels, with requisition and approval routines

Integrated invoicing – NAVservice clearly highlights calls that are due for invoicing. Pricing can be set at a contract level with options such as fixed price, schedule of rates, time and materials, cost plus and quoted. The system is fully integrated with the financial management tools within Microsoft Dynamics NAV making a seamless process.

Full Mobile Solution – NAVservice can be used by remote workers to complete job sheets eliminating paperwork and reducing the billing process time. Different workflows can be configured for different call types and can include work flow, health and safety checklists, risk assessments, method statements, equipment readings and signature capture.

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Benefits

  • Single Fully Integrated ERP, Service Management and HR Solution
  • Eliminate Manual and Duplicated Processes to Reduce Costs
  • Streamlined Operations
  • Improve Utilisation and Resource Management
  • Increased Customer Satisfaction

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Clark Contracts

Paisley-based construction company Clark Contracts was founded in 1978 and it has grown into one of Scotland's leading contractors, employing almost 200 people.

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Clark Contracts

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