CBSi Solutions :: Contact Us   :: Resources   :: Classroom Rental
Exceptional People... Proven Solutions
Home > CBSi Software Solutions
CBSi Software Solutions
Helping you establish long-term relationships with your customers…one customer at a time.

Microsoft Dynamics NAV Service Management makes it profitable for you to deliver superior customer service because you always have accurate, up-to-date information that enables you to control costs, organize service resources for maximum efficiency, and provide better service. NAV Service Management is a management solution that offers complete insight and organization from Item Management to Job Scheduling. NAV Service Management also helps you manage a broad range of other business areas according to your particular needs.

Service Management allows you to: 

  • Assign standard service parts at higher levels 
  • Add parts to final invoice before posting to the Customer's account
  • Generate customer Invoices while closing out open service calls
  • Generate service orders for customers that provide services on a regular basis; recurring orders
  • Identify service requirements in advance with accurate and up-to-date information
  • Make good purchasing decisions because you know which orders need to filled and when
  • Offer your customers the opportunity to specify preferred technicians and service times
  • Plan ahead using CRM’s pipeline overview tool; freedom to view the task at hand
  • Respond to customer needs quickly and exceed expectations with highly personalized service.
  • Track the where to and when of each service order.

Features & Functionalities 

  • Complete history of every item serviced (optional)
  • Customer Contracts
  • Customer's Equipment Ledger
  • Customer's Equipment Covered
  • Daily Service Schedule Reports
  • Dispatch Service Orders
  • Enter new Service Orders
  • Generate Recurring Billing 
  • Recurring Invoice Master 
  • Technician Availability Service Features 
  • Job Scheduling 
  • Planning & Dispatching 
  • Service Contact Management 
  • Service Item Management 
  • Service Order Management 
  • Service Price Management

Navision CRM Service  

Download fact sheet - PDF format

 
Home | Software | Services | Competitive Analysis | About Us | Resources | Site Map