Achieve more in less time with CBSi pre-built add-ins for Business Central

Easily manage equipment rental operations and rental orders with a similar look and feel of Business Central sales orders. Easily handle quotes, contracts, scheduling, dispatching, delivery tickets, and billing—renting by hour, day, week, month, usage, or custom units.

Track equipment availability, condition, and location history to avoid double bookings and ensure reliable, well-maintained deliveries. Maximize utilization and reduce subrentals with real-time visibility across locations.

Ensure all charges for rental, consumables, and related fees (late returns, overuse, damage, missing parts) are captured and invoiced as appropriate and quickly see what has not yet been returned. Utilize interim billing to maintain steady cash flow. Tailor invoices and reports to customer preferences.

Elevate field service operations and provide visibility to services conducted in the field and at client locations. Service orders are designed with a consistent layout similar to Business Central sales orders, ensuring quick learning and ease of use. Built-in tools offer comprehensive solutions for service quotes, service orders. contracts, scheduling, dispatching, field tickets, and billing.

Each service order can indicate the type of personnel, crew, equipment, and consumables allocated to it as needed to perform the job. Specific personnel and equipment units can be deployed to the job site, moved to another site, and returned – all together or on different dates for the same job. Full location history is maintained over the life of each unit.

Service packages and service order templates are user-defined and can be utilized to discourage line-item price comparisons, ensure all necessary resources for the job are assigned, expedite the entry of frequently used configurations, and minimize errors.

Multiple invoicing options for service orders, including flat rate, labor only, equipment usage only, labor and materials, and any combination of these services.

CBSi’s advanced invoice automation can be configured to match a wide variety of real-world billing scenarios. It generates complete invoices instantly from Sales Orders, Rental Orders, Service Orders, Repair Orders, and Field Tickets.

Automated workflows replace the manual steps that slow billing, such as sorting, filtering, and formatting to meet customer-specific requirements. Interim invoices can be generated for long-running jobs, and field, delivery, or disposal ticket documents can be auto-attached and merged into a single PDF for delivery.

Invoices and supporting documents can be uploaded to customer portals like OpenInvoice, OpenTicket, and others. The system also includes optional tools to track the actions and timeliness of staff responsible for obtaining invoice approvals.

Each day saved in your invoicing process directly impacts cash flow. Reducing your invoice cycle by just 10 days on $20 million in annual revenue can convert $547,945 in receivables into cash on hand.

See the calculation and use case in our blog.

Stay organized with a task management system inside Business Central. Tasks can be created, assigned, and monitored by individual users, roles, or departments. Use them for requests, approvals, escalations, reminders, and more.

Tasks can be linked to jobs, customers, documents, or transactions. Set due dates, track progress status, and view only the tasks relevant to your role. All task history is retained automatically, providing a clear record of activities, assignments, and accountability.

CBSi helps organizations connect Microsoft Dynamics 365 Business Central with almost any other system—making sure everything works smoothly together. Whether you use popular tools for payroll, customer relationship management (CRM), e-commerce, logistics, or custom-built software, CBSi enables real-time data sharing and automates your processes.

We also integrate with Internet of Things (IoT) devices, so your business can collect and use data from smart sensors, machines, and field equipment—right inside Business Central.

With flexible APIs, powerful middleware, and deep technical expertise, CBSi ensures your Business Central setup works in sync with the tools you rely on—boosting efficiency, visibility, and innovation.