ACE Service Tech App for Dynamics 365 CE - Aloye Computer Enterprises

Usage

ACE Service Tech App for D365 CE is for small and mid-size HVAC, Electrical, Plumbing, Pest Control, Fire/Water Restoration, and any service industries that need to manage jobs, appointments, technicians, and customers.

In addition to using ACE Service Tech App to manage jobs, appointments, technicians, invoices, finances, and billing, you can use the business intelligence capabilities to rank customers by profitability score and track gross margin trends across various markets enabling you to better manage your business by optimizing profit where data shows opportunity.

Features

ACE Service Tech runs on the Microsoft Dynamics 365 CE Platform which makes it available in the cloud 24/7 without the need for any technology, development, or computer infrastructure.

In addition to facilitating the full range of Customer Relationship Management functionality, Project Management and Customer Billing, ACE Service Tech App for D365 CE provides advanced geo-mapping and street level views for smart job scheduling, site to site navigation, and online job site check-ins by technicians and service staff directly from the field.

Receive & Respond to Customers

You can receive leads via email, phone, or in person. Email leads are automatically converted into opportunity records that are ready to be actioned. The process for entering in person and phone leads is fast and easy using the data entry screens.

Once an opportunity record exists, users can add information about the customer’s needs, job details, and all email communication will automatically be added to the record.

The status of Quotes can be tracked, and actions or alerts can be set up based on the customer’s response to the quote or lack, therefore.

Coordinate Internal and External Resources for Job Execution

Required actions can be imported and automated as part of the preparation process.

An example of how the system coordinates resources would be that you need to schedule work with a customer, and need to ensure that an electrician, painting company, and permitting agency all perform certain actions before your technician arrives on the job site.

You would create process template with the various checks and steps, and then apply that template to the project record to ensure your technician does not arrive on the customer site unless all the prerequisite tasks are completed.