Service Management
Note
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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 |