Equip your technicians with everything they need to complete jobs efficiently, accurately, and without delays. With a direct Microsoft Dynamics 365 ERP connection, technicians work from a single source of truth—online or offline—for work orders, time and expense, inventory, and customer history. Role-based permissions, audit trails, and automatic sync ensure clean data, faster approvals, and same-day invoicing.
Manual paperwork, missing job details, and constant back-and-forth between techs and the office slow down service and delay invoicing. Without real-time updates or offline capabilities, jobs take longer, mistakes happen, and customers are left waiting.
Create, assign, and update work orders on the go. Capture notes, photos, and priorities, route to the right tech or crew, and keep statuses current without phone tag.
See the full picture at the job site: asset history, serials, warranties, and materials—all in one place. Scan barcodes/QRs and log part usage in seconds.
Ditch manual timesheets. One-tap start/stop, labor codes, and approvals reduce errors and speed payroll and billing.
From the field to fulfillment. View POs on the job, raise parts requests, and convert them to purchase orders directly from a handheld device.
No signal? No problem. Technicians can work end-to-end offline; everything syncs automatically when connectivity returns.
Turn field insights into revenue. Record upsell recommendations on the spot, attach photos, and convert them into new work orders with a click.
It’s a technician-first mobile app for work orders, checklists, photos, e-signatures, time/parts capture, and job notes—built to keep field and office perfectly in sync in real time (and offline when needed).
They can continue working offline. All job data syncs with Business Central once they’re back online.
Yes. Time, materials, and inventory are tracked in real time and synced with your ERP.
Yes — they can view planned materials, service details, and any notes from dispatch in advance.
No — Service Dynamics Mobile App connects seamlessly with the scheduling tools used by your dispatchers.
iOS and Android phones/tablets, including most ruggedized devices. The UI adapts to small and large screens.
Absolutely. Attach annotated photos, collect customer sign-off, and generate job summaries/PDFs for records and billing.
