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