Dynamics NAV Service Management

Key Features

  • Define service types and set typical time, material, and resource requirements for each type.
  • Set up and maintain service prices including fixed minimums or maximums, customer-specific pricing, price groups, etc.
  • Create service contracts including schedules, response times, pricing, and customer preferences.
  • Register and track serviced equipment, including site locations, components, loaned equipment, and repair or replacement history; use this information to speed troubleshooting and provide guidelines/procedures for solving future issues.
  • Create service orders based on contracts, customer requests, or for other after-sales reasons.
  • Track open service orders and contract commitments, as well as skills and availability of personnel, then assign orders to efficiently utilize available resources.
  • Track service items, including serial numbers, inventory, price/cost, etc.
  • Record actual parts and labor used, as well as actual response times.
  • Automatically generate service invoices.
  • Monitor Service Management performance, especially service profitability, with KPIs, standard reports, and ad hoc reports.
  • Perform more advanced analysis on Service Management data using NAV business intelligence tools, including PowerPivot.