Keep contracts predictable, margins protected, and customers happy. Service Dynamics centralizes contract terms, schedules, assets, inspections, and billing in one workflow on Microsoft Dynamics 365 Business Central. Your team spend less time chasing details and more time delivering service.
See covered assets, upcoming PMs, technician status, task progress, and parts availability at a glance. Spot at-risk SLAs and overdue visits before they become problems.
Turn contract rules into a live plan. Auto-create work orders, group by route/site, filter by skills/certifications, and bulk-reschedule for weather or access changes—no spreadsheets required.
Bill on time, every time. Automate monthly/quarterly/annual invoices, separate entitlements from billable extras, and post cleanly to the GL to reduce DSO.
Standardize terms, coverage, frequencies, and pricing. Link assets/serials and PM task lists, track entitlements vs. billable extras, set renewal alerts and escalations, and keep a complete audit trail.
Auto-generate work orders, group visits by route/site, and assign by skills or territory. When work is complete, trigger recurring invoices on your cadence and post to the GL—no double entry.
See the business in real time. Monitor PM completion, contract profitability, SLA risk, first-time fix, and time-to-invoice with role-based dashboards. Drill from KPIs to source transactions and slice by customer, site, region, or contract.
Give technicians guided, paperless inspections that capture the right data the first time. With digital templates and checklists, techs record readings, pass or fail results, notes, and media online or offline. A timestamped record syncs to the back office.
The result is faster visits, fewer call-backs, and inspection reports your customers trust.
Seasonal PMs, filter/coil programs, and multi-site contracts. Group routes, attach model-specific checklists and kits, capture photos/readings on mobile, and bill on cadence with approvals & SLAs.
Panel and IR inspections, LOTO checklists, compliance documents, and emergency SLAs. Blend multi-day projects with reactive calls and keep costs tidy by job and phase.
Backflow testing calendars, water-heater PMs, grease-trap cycles, and digital compliance forms. Control truck stock, replenish parts, and invoice cleanly from visits.
Plant service agreements, asset coverage by line or cell, PM schedules and SLAs, audit trails for compliance, and consolidated billing by site or corporate.
O&M contracts, inverter and array checks, panel cleaning cycles, and photo-verified reports. Automate recurring O&M billing and monitor site-level performance trends.
Serialized assets, warranty and RMA flows, installs and commissioning, and O&M visits. Tie dealer service and parts to contracts and track profitability by customer or fleet.
Set the Contract: Define coverage, frequencies, tasks, and billing rules.
Generate the Plan: The schedule creates recurring work orders and groups visits efficiently.
Execute in the Field: Techs follow checklists, capture time/parts/photos, and submit offline or online.
Yes. Contracts can span sites and assets with separate task lists and schedules per location.
They keep working offline; everything syncs when back online.
Yes—make checklists mandatory, require photos, and capture approvals/sign-offs before job completion.
Yes—PM visits are visible on the board alongside reactive work so dispatchers can rebalance the day.
Bill on a recurring cadence (monthly/quarterly/annual) and tie visit completion to invoice triggers if needed.
Yes—use route-aware planning to bundle visits by geography, crew, or time window.
If you enable the Service Portal, customers can view assets, visit history, certificates, and invoices, and pay online.
