Microsoft Dynamics 365
Field Service
Modern business solution for monitoring and
automatization of field service employees’ activities
Why Microsoft Field Service by YOLVA?
Full offline functioning
Collection and processing
equipment data
E-documents
Spare parts accounting
Flexibility
Routes planning optimization
depending on traffic
Quality standards control
Employees monitoring
Capabilities
For engineer
- Routes planning taking traffic into account
- Results fixation in a few clicks (photo reports included)
- Access to all information about clients and equipment
- Live work orders allocation
- Various checklists
- Knowledge base
- E-workflows
- Online and offline access
- Spare parts booking (inventory control)
For management
- SLA monitoring
- Tracking engineer’s location
- Service quality standards maintaining
- Service department efficiency monitoring
- Collection and analysis of data on service and equipment
For back-office
- Planning the allocation of engineers based on their location, qualification, workload both
in automatic and manual mode - Each employee workload monitoring
- Customer story filing
- All requests (calls, e-mails, web-requests)
are processed in a single system
For client
- Web-portal for requests
- Tracking the status of requests
- Tracking the history of interaction
- E-workflows
- High standards of service
How it works
01
Customer makes a request in any convenient way (phone call, e-mail, web-portal, etc.)
03
Field service engineer receives a notification via a smartphone with complete data about the customer, equipment, request itself. The field service engineer can book spare parts needed.
02
The request is processed with the system automatically
04
The system plans a route for engineer depending on tasks priority, distances, traffic jams
06
The system generates relevant reports and sends them to the back-office specialists.
05
The engineer conducts the service, uses checklists, turn to knowledge base if needed, makes photo and written reports, fills in and signs e-documents.
07
Employees and service control processes.
01
Customer makes a request in any convenient way (phone call, e-mail, web-portal, etc.)
02
The request is processed with the system automatically
03
Field service engineer receives a notification via a smartphone with complete data about the customer, equipment, request itself. The field service engineer can book spare parts needed.
04
The system plans a route for engineer depending on tasks priority, distances, traffic jams
05
The engineer conducts the service, uses checklists, turn to knowledge base if needed, makes photo and written reports, fills in and signs e-documents.
06
The system generates relevant reports and sends them to the back-office specialists.
07
Employees and service control processes.
Customer feedback
The best solution
for your business