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Field Service Management

Managing services in the field poses a unique set of challenges to growing businesses. Our Dynamics 365 Field Service solutions enhance the efficiency of managing and organizing your field technicians, while empowering your dispatchers with a comprehensive snapshot of your on-site workforce. Let us help you optimize the exchange of data between field agents and headquarters, all while streamlining your operational workflows.

Everything you need in one solution

  • Self-Service Customer Portals

  • Scheduling Management

  • Resource and Material Management

  • Timesheet Management

  • Work Order Management

  • In-field Service Apps

  • Financial Management

  • Reporting and Analytics

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Optimize your resources and scheduling through simplified workflows

Allow your dispatchers to track time, materials, and resources more accurately for more efficient scheduling.

Dynamics 365’s easy-to-user interface allows your business to track your technicians and job locations and share real-time update with customers, while the seamless flow of data and workflow automations let you invoice faster to improve your cashflow.

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Accurately track services and eliminate manual errors with digital forms and checklists

Mobile and tablet-based app interfaces remove the need for on-site paperwork

Track resources in real-time with access to digital timesheets, work-orders, task checklists and job histories straight from a phone or tablet. With offline access capabilities, your agents will be able to stay digital, no matter where they are in the field and eliminate misplaced paperwork or manual data entry after-the-fact.

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Provide better experiences with self-service customer portals

Provide you customers with easy access to the information they need at their own convenience.

Our self-service portals allow your customers a quick and simple was to schedule service appointments, track work orders, access their service history, and even pay invoices. These fully customizable portals provide a better, more modern customer experience while freeing up time for your customer service agents.

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Our proven Success Framework minimizes risk and promotes alignment to results

Explore how Catapult has helped hundreds of businesses successfully adopt cloud solutions and achieve the result they’re looking for.

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Achieve out of this world results

Our easy-to-navigate Success Framework guides our customers through four critical stages that build towards successful adoption of a tailor made Dynamics 365 business solution