Field Service ERP That Connects the Office to Every Job Site.
Field service companies run on work orders, technician schedules, service contracts, and parts inventory. When these live in separate systems — or worse, on paper — you lose visibility, miss SLAs, and leave money on the table. Business Central brings it all together.
What Field Service Inefficiency Really Costs
The hidden price of paper work orders, disconnected dispatch, and manual billing.
25%
Technician time lost
to paperwork and travel
3 days
Average billing lag
without mobile capture
+40%
First-time fix rate
with the right parts visibility
100%
SLA visibility
across every contract
The problems
Field Service Operational Challenges
Managing a mobile workforce with complex scheduling, parts inventory, service contracts, and customer expectations requires more than a dispatch board and spreadsheets.
Scheduling & Dispatch Complexity
Matching the right technician (skills, certifications, location) to the right job at the right time — while balancing SLA commitments, travel time, and emergency calls.
Disconnected Field Workers
Technicians in the field don't have real-time access to customer history, equipment records, or parts availability. They call the office, wait for answers, and waste billable hours.
Service Contract Management
Tracking contract terms, covered equipment, SLA targets, included hours, and renewal dates across hundreds of contracts — without missing commitments or leaving revenue uncollected.
Parts & Truck Inventory
Parts in the warehouse, on the truck, and at customer sites need to be tracked. Technicians need to know what's available before driving to a job, not after they arrive.
Billing & Revenue Leakage
Time and materials jobs that aren't captured completely. Warranty work that should have been billed. Contract work that exceeds included hours. Revenue leaks everywhere when tracking is manual.
SLA Compliance & Reporting
Customers expect reports proving you met response time and resolution commitments. Without automated tracking, generating these reports is a manual, error-prone process.
Every minute a technician waits for parts, schedules, or paperwork is a minute they're not earning your revenue.
From the Truck to the Books
What changes when the dispatch board, the technician's phone, and your ERP finally agree.
Paper work orders, lost in trucks for days
Mobile work orders signed and synced in real time
Dispatcher guesses who's closest and free
Optimized routes by skill, location, and SLA priority
Invoices go out a week after the job, sometimes longer
Auto-invoiced the moment the customer signs off
Service contract renewals tracked in someone's spreadsheet
Recurring revenue and SLAs managed end-to-end
What we deliver
Field Service Management on Business Central
Work orders, scheduling, mobile tools, and billing — connected to your financials in one system.
Work Order Management
Create, assign, and track work orders from initial request through completion. Capture labor, parts, expenses, and customer sign-off with full audit trails.
Intelligent Scheduling & Dispatch
Schedule technicians based on skills, certifications, location, and availability. Visual dispatch board with drag-and-drop scheduling and automated route optimization.
Mobile Technician App
Technicians access work orders, customer history, equipment records, and parts availability on their mobile devices. Capture time, parts used, photos, and customer signatures in the field.
Service Contract & SLA Management
Manage contract terms, covered equipment, SLA targets, included hours, and billing schedules. Automated alerts for contract renewals, SLA deadlines, and scope overages.
Equipment & Asset Tracking
Maintain complete service history for every piece of customer equipment. Track warranties, maintenance schedules, and installed components. Know what's at each customer site.
Service Analytics & Profitability
Analyze profitability by customer, contract, technician, and service type. Track first-time fix rates, mean time to repair, SLA compliance, and technician utilization.
From Service Request to Invoice
The field service lifecycle — fully connected from customer call to cash collection.
Request & Triage
Service request comes in via phone, email, or customer portal. System identifies the customer, contract terms, covered equipment, and SLA requirements automatically.
Schedule & Dispatch
Assign the right technician based on skills, proximity, and availability. Technician receives the work order on their mobile device with all relevant customer and equipment information.
Execute & Document
Technician performs the work, logs time and parts used, captures photos, and obtains customer sign-off — all on their mobile device. Data syncs to BC in real time.
Invoice & Analyze
Completed work orders generate invoices automatically based on contract terms (T&M, fixed price, or contract-included). Job profitability is calculated and SLA compliance documented.
Request & Triage
Service request comes in via phone, email, or customer portal. System identifies the customer, contract terms, covered equipment, and SLA requirements automatically.
Schedule & Dispatch
Assign the right technician based on skills, proximity, and availability. Technician receives the work order on their mobile device with all relevant customer and equipment information.
Execute & Document
Technician performs the work, logs time and parts used, captures photos, and obtains customer sign-off — all on their mobile device. Data syncs to BC in real time.
Invoice & Analyze
Completed work orders generate invoices automatically based on contract terms (T&M, fixed price, or contract-included). Job profitability is calculated and SLA compliance documented.
Case Study
How a National Pet Food Distributor Streamlined Field Operations
A pet food distributor with field delivery and service operations across multiple provinces was losing revenue to disconnected scheduling, paper-based work orders, and manual billing. We implemented Business Central with mobile work order management, route optimization, and automated invoicing — recovering over $200K in previously unbilled service work in the first year.
Read the Full Case StudyFrequently Asked Questions, Answered
Can Business Central replace our standalone field service software?
How do technicians access the system in the field?
Can we track parts inventory on service trucks?
How does contract billing work?
What about preventive maintenance scheduling?
Ready to Connect Your Office and Field Operations?
Get a free assessment from ERP consultants who understand field service management.