Close the loop from job to general ledger with better field service accounting software. Service Dynamics seamlessly connects field service operations—jobs, parts, contracts, and approvals—directly to Microsoft Dynamics 365 Business Central. This tight integration accelerates invoicing, clarifies margins, and eliminates month-end bottlenecks.
Automate posting, matching, and reconciliation to cut manual entry and month-end work.
Generate invoices automatically from completed jobs and contract rules to accelerate cash flow.
See AR, AP, purchasing, inventory, payroll (via integration), banking, and service performance in one place.
Import historic balances and open items. Export invoices from completed work orders, jobs, and service contracts with full audit trails.
Use dimensions, posting groups, approvals, and workflows so every service transaction lands in the right place.
Use bank feeds and reconciliation, cash-flow snapshots, and clear aging to keep collections predictable.
Three-way match receipts and vendor invoices. Manage truck stock and warehouses, and reserve parts to jobs.
Post by service line, region, customer, or contract. Compare estimate versus actuals. Apply WIP and deferrals, and recognize revenue on schedule.
Handle regional tax and VAT rules, intercompany postings and eliminations, and realized FX gains and losses.
Give finance and operations role-based dashboards that show job and contract profitability, time-to-invoice, DSO, SLA impact on margin, and more.
Capture receipts by photo, mileage, and per diem from mobile. Route approvals by amount, role, or dimension with a complete audit trail.
Email invoices with optional pay-online links. Automate reminders and statements to reduce DSO.
Connect operations and finance with Microsoft Dynamics 365 Business Central at the core. Service Dynamics gives you clear visibility into labor costs and employee records while keeping sensitive data secure.
Seasonal demand and contract work are the norm. Standardize PM billing, track truck stock and warranty claims, and compare estimate versus actuals by job, customer, or site. Protect margins in both peak and shoulder seasons.
Blend project phases with reactive service. Handle progress or milestone billing, change orders, materials burden, and compliance reporting. Drill from the P&L to the source transaction in a few clicks.
Manage backflow programs, T&M and flat-rate jobs, and parts-heavy tickets. Control van stock, convert field parts requests to POs, and post cleanly to the GL with dimensions for customer, region, or contract.
For OEMs, fabricators, and equipment distributors with field service: plan production/inventory, schedule crews, capture work via mobile (offline), invoice faster with WIP/margin visibility.
O&M contracts with inverter/array checks, panel-cleaning cycles, and photo-verified mobile reports (offline). Automate recurring billing, schedule follow-ups, track serials/parts onsite, and monitor site trends for proactive service.
Unify dealer service, parts, and finance. Manage serialized inventory, RMAs, vendor rebates, and warranty replacements. Tie installs and commissioning and O&M contracts directly to billing and profitability.
Yes. Approved time/parts flow into invoice suggestions so finance can post immediately.
Yes—post across entities with eliminations, and invoice/settle in multiple currencies with proper FX handling.
Enable online payment and surface invoices/statements in the Service Portal to speed collection.
Simpler. Because service, purchasing, and billing share one dataset in BC, reconciliations are fast, and accruals are grounded.
