Harmonise service processes
One process for all regions, from fault report through dispatch and visit to invoice.
NXTGN 365 · Dynamics 365 Field Service
Service teams no longer work on paper.
We digitise service organisations in machinery, plant engineering and facility management, from the fault report to the invoice. Technicians have the work order, asset and history in the app and report back on site. The ERP bills without anyone retyping anything.
Explore scope and workflow ↓
Enlarge image ↗Scope
What we deliver for you
The app for technicians
Work order, asset, checklists and history on tablet or phone, also offline and in the technician's language. The report with photos and signature is completed at the customer's site.
Dispatch
The schedule board shows skills, territory and availability. Visits can be rescheduled quickly when an emergency comes up.
Parts and billing in the ERP
Stock levels are visible in the app. Parts used and time spent go straight to SAP or your ERP. The invoice follows the visit, not the paperwork.
Service from device data
If your equipment sends data, the work order can be created before the customer calls. With COLANDIS ConnectedAir, for example, the platform predicts filter changes.
Before and after
What changes for your service team
Today
- Jobs arrive by phone and email
- Paper reports, retyped in the evening
- Parts and time tracked in spreadsheets
- No overview of who is working where
With NXTGN
- Work order, route and asset history in the app, also offline
- Report with photos and signature at the customer's site
- Parts, time and invoice go straight to the ERP
- Dispatch sees every technician and visit
From our projects
Worldwide service for a machine builder
An international machine builder in dispensing technology digitised its service in the USA, China and EMEA with Dynamics 365 Field Service. Before, technicians worked with paper reports and local tools. Today one shared process runs from work order to invoice. Billing is faster, there is less rework and spare parts are easier to plan.
- Industry
- Machinery, dispensing technology
- Regions
- USA, China, EMEA
- System
- Dynamics 365 Field Service
Enable field teams to act on site
Planning, device data and feedback need to fit together. We connect scheduling, the mobile application and source systems so field teams start prepared and report results without re-entry.
01
Bill as soon as the job is done
Reports are written on paper and typed up later. Weeks often pass before the invoice goes out.
What we deliver
The technician records time, parts, photos and signature in the app. The data goes to the ERP after review.
What you gain
Faster billing and less rework.
How we measure value
Days from visit to invoice, corrections to service reports.
02
Plan spare parts instead of searching
Technicians do not know which parts are in the van or the warehouse. A second visit becomes necessary.
What we deliver
Stock from the ERP is visible in the app. Parts used are posted on site.
What you gain
More jobs are completed on the first visit, and the warehouse plans with actual consumption.
How we measure value
First-time fix rate, second visits due to missing parts.
03
Service before the customer calls
Faults are only noticed when the customer calls.
What we deliver
Device data triggers a work order automatically. The technician sees readings and history before the visit.
What you gain
Planned visits instead of emergencies.
How we measure value
Share of planned visits, downtime at the customer.
Clarify before delivery
Automated schedule optimisation is an add-on. We recommend it once dispatch and data run reliably.
Does the app work offline?
Yes. Technicians also work in basements or on sites without reception. Data syncs as soon as there is a connection again.
Do we have to replace our inventory management?
No. Stock and postings stay in the ERP. Field Service reads and writes through the interface.
Can it be rolled out across countries?
Yes. We have rolled out Field Service in the USA, China and EMEA, with local languages and rules in one shared process.
How does your service team work today?
We discuss your service processes, dispatch and the connection to your ERP.
