Introduction
Dynaway EAM for Business Central includes comprehensive field service management capabilities designed for asset-intensive industries such as manufacturing, utilities, facilities management, and equipment service providers. These capabilities enable you to manage customer-facing maintenance work, from initial quoting through invoicing, while maintaining full visibility of costs and profitability.
Work Order Quotes
- Create professional quotes for maintenance and repair work
- Send quotes to customers for approval before starting work
- Convert approved quotes directly into Work Orders
- Track quote history and revisions
Service Orders
- Designate Work Orders as customer-facing service orders
- Track service-specific information and requirements
- Maintain service history for customer assets
- Generate service confirmation documents
Billable Work Orders
- Mark any work order as billable to customers
- Track both contracted and extra work on the same order
- Separate contracted items/resources from additional charges
- Generate sales documents automatically from completed work
Customer Maintenance Contracts
- Set up recurring service contracts with customers
- Define included and excluded services
- Schedule automatic invoicing (monthly or yearly)
- Track contract coverage and usage
Integration with Business Central
- Seamless flow from work orders to sales invoices/orders
- Automatic cost tracking and margin analysis
- Customer data integration
- Financial posting to General Ledger
Who Should Use Field Service Features?
- Service Companies: Organizations providing maintenance services to external customers
- Equipment Manufacturers: Companies offering service contracts on sold equipment
- Facilities Management: Firms managing maintenance for multiple client sites
- Asset-Intensive Industries: Any organization billing maintenance work to customers or other departments
Business Benefits
- Improved Cash Flow: Bill customers accurately for all work performed
- Profitability Visibility: Track costs vs. revenue on every service job
- Professional Customer Experience: Quote, confirm, and invoice with branded documents
- Contract Compliance: Ensure contracted work is properly tracked and invoiced
- Reduced Administrative Overhead: Automated invoicing and document generation