Service Management

[!NOTE] Functionality described in this topic and sub topics is only visible in the user interface if you have the Premium experience. For more information, see Change Which Features are Displayed.

Providing ongoing service to customers is an important part of any business and one that can be a source of customer satisfaction and loyalty, in addition to revenue. However, managing and tracking service is not always easy, and Business Central provides a set of tools to help. These tools are designed to support repair shop and field service operations, and can be used in business scenarios such as complex customer service distribution systems, industrial service environments with bills of materials, and high volume dispatching of service technicians with requirements for spare parts management.

With these tools you can accomplish the following:

  • Schedule service calls and set up service orders.
  • Track repair parts and supplies.
  • Assign service personnel based on skill and availability.
  • Provide service estimates and service invoices.

In addition, you can standardize coding, set up contracts, implement a discounting policy, and create route maps for service employees.

In general, there are two aspects to service management: configuring and setting up your system, and using it for pricing, contracts, orders, service personnel dispatch, and job scheduler.

The following table describes a sequence of tasks, with links to the topics that describe them.

To See
Set up Service Management, including fault codes, policies, default documents and templates. Setting Up Service Management
Manage service pricing, create service items, and understand how to monitor progress. Planning Service
Create and manage contractual agreements between you and your customers. Fulfilling Service Contracts
Provide service to customers, and invoice service orders. Delivering Service

See Also

Managing Receivables
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--- author: edupont04

ms.topic: include 12/20/2021 edupont

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