Service Management
Note
Note:
The 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 isn't always easy, and Business Central provides a set of tools to help. These tools are designed to support repair shops and field service operations, and support typical scenarios for those businesses:
- Schedule service calls.
- Manage 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.
The following table describes a sequence of tasks, with links to the articles 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 |