Work order management
Create, schedule, and track every job from request to resolution.
Microsoft Dynamics 365
Dynamics 365 Field Service for practical ERP transformation
Use Dynamics 365 Field Service as a focused platform path inside a structured lifecycle that connects platform choices to operational outcomes.
The status quo is expensive
Field service runs on guesswork, and the meter never stops
Most Field Service rollouts stall because the hard parts — scheduling logic, mobile adoption, and clean back-office handoff — get left until last. Here is what that costs you while the project drifts.
Dispatch boards held together by spreadsheets and phone calls
When the schedule lives in someone's head and a whiteboard, every emergency call triggers a manual reshuffle. Technicians get sent the long way round, second-visit rates climb, and your most experienced dispatcher becomes a single point of failure you cannot scale or replace.
Technicians fighting an app instead of fixing the asset
A mobile experience that fails offline, buries the work order three taps deep, or forces double-entry back at the depot gets quietly abandoned. The data never arrives, billing slips, and the platform you paid for becomes shelfware while the real record stays on paper.
SLA breaches you only discover when the customer complains
Without live SLA tracking wired into dispatch, response and resolution clocks are invisible until a penalty clause or a churn risk surfaces. By then the margin on that contract is already gone and the renewal conversation is harder.
A stalled rollout that consumed budget and produced no first value
Big-bang Field Service programmes that try to configure every entitlement, IoT rule, and routing constraint before go-live routinely overrun by quarters. Sponsors lose patience, scope is cut, and the result is a half-configured system nobody fully trusts.
Core capabilities
Service accounts
A complete service history and asset record for every customer.
Agreements
Recurring service agreements that auto-generate the work they entitle.
Entitlements
Define exactly what each customer is covered for, and enforce it.
SLAs
Track response and resolution targets with escalation built in.
Work order assistance agents
Agents triage requests and prepare work orders automatically.
Technician support agents
On-site guidance and knowledge surfaced to the technician in the field.
Dispatcher support agents
Smart scheduling that matches the right tech to the right job.
Field Service AI agents
AI across scheduling, triage, and support keeps the field moving.
What good looks like
Outcomes that show up in the schedule and the P&L
We sequence Dynamics 365 Field Service so the first measurable win lands in weeks, not after the whole programme completes. These are the results phased delivery is built to produce.
First credible outcome
- 6wks
- To first value
- A live, senior-configured work-order-to-dispatch loop running for one service team before the wider rollout begins.
- 30%
- More jobs per technician
- AI-assisted scheduling and route optimisation cut windshield time and pack more billable visits into the same day.
- 25%
- Fewer second visits
- Right-skill, right-part matching at booking means more first-time fixes and fewer costly return trips.
- 98%
- SLA attainment
- Live entitlement and SLA timers in the dispatch view turn penalty risk into a metric you manage, not discover.
Fits your stack
Field Service does not live alone, and neither do we wire it that way
We connect Field Service to the systems your service, finance, and operations teams already run, so data flows once and reconciles cleanly.
CRM
Finance
Inventory
Data
- Microsoft Dataverse
IoT
Comms
- Microsoft Teams
Productivity
Analytics
Automation
- Power Automate
Routing
Documents
AI
Where it earns its keep
Built for teams who win or lose on response time
Field Service pays back fastest where assets are dispersed, SLAs are contractual, and a missed window has a hard cost.
Manufacturing & industrial equipment
Connected IoT signals from machinery trigger predictive work orders before a breakdown, so technicians arrive with the right part and the line keeps running.
Facilities & building services
Recurring maintenance, reactive callouts, and multi-site SLAs are scheduled from one board, with technician routes optimised across the day's mixed workload.
Medical & lab equipment servicing
Entitlement-driven scheduling guarantees certified engineers attend within contractual windows, with full audit trails for compliance and warranty claims.
Utilities & energy
Geographically dispersed crews are dispatched by skill and proximity, with IoT-driven alerts prioritising safety-critical faults ahead of routine work.
HVAC & home services
AI scheduling packs more jobs into each route and the mobile app captures parts, photos, and sign-off on site so invoicing happens same-day.
Client proof is published only when outcomes, quotes, and metrics are approved for external use.
- Up to 3x target
- Qualified delivery-speed target, always scoped to project realities
- Human-reviewed
- AI-assisted delivery with consultant accountability
- 9-step lifecycle
- From discovery through ongoing optimization
- 2 platform paths
- Microsoft Dynamics 365 and Odoo right-fit advisory
How we deliver
Phased to first value, not big-bang to nowhere
Senior consultants run each phase. Every phase ends with something live and measurable, so you can stop, judge, and continue with evidence rather than faith.
Discovery & service blueprint
We map your real work-order lifecycle, entitlements, SLAs, and dispatch rules with the people who run them. You leave with a prioritised roadmap and a defined first-value slice — not a 200-page requirements doc.
Core configuration & first-value pilot
We stand up work order management, the scheduling board, and the technician mobile app for one service team. This goes live, gets used on real jobs, and proves the loop end to end.
Scheduling intelligence & SLAs
We layer in AI scheduling agents, route optimisation, and live SLA and entitlement tracking, tuned to your constraints — skills, territories, working hours, and priority rules — and validated against your historical jobs.
Connected IoT & integrations
We wire in IoT signals for predictive and condition-based work orders, and connect finance, inventory, and CRM so data reconciles without re-keying.
Rollout, enablement & hardening
We scale to all service teams with role-based training, dispatcher and technician playbooks, and a monitored hypercare window so adoption sticks and edge cases get caught.
Why this is the low-risk choice
We remove the risk before you take it on
Field Service projects fail in predictable ways. We engineer those failure modes out with senior ownership, working software early, and clear accountability.
Senior consultants on the keyboard, not just the kick-off
The person who designs your scheduling logic is the person who builds it. No bait-and-switch to junior offshore teams once the contract is signed — the seniority you meet is the seniority that delivers.
Live software in weeks, so you judge on evidence
Because phase two goes live on real jobs, you see the system working before committing to the full programme. If it is not right, you find out cheaply and early — that is the whole point of phasing.
AI that is configured, then human-reviewed
We use AI scheduling agents and AI-assisted configuration to move faster, but a senior consultant reviews every routing rule and entitlement against your real constraints. Speed without the silent errors.
One accountable lead, fixed-scope phases
Each phase has a defined outcome, a fixed scope, and a single named owner. No diffuse responsibility, no open-ended time-and-materials drift.
- Microsoft Solutions Partner
- Senior-led delivery
- Human-reviewed AI
- Phased to first value
- Fixed-scope phases
Where to start
Start small, prove it, scale with evidence
Two low-commitment ways to begin — both produce something concrete you keep, whether or not we run the full programme.
Stage 01 Field Service readiness assessment
- A senior consultant reviews your current dispatch process, data, and SLAs, then delivers a prioritised roadmap with a defined first-value slice and a realistic timeline.
Fixed scope, fixed fee.
Stage 02 First-value pilot
- We configure and go live with work order management, scheduling, and the technician mobile app for one service team, on real jobs.
Live in roughly six weeks.
Stage 03 Full phased rollout
- Scheduling intelligence, SLAs, connected IoT, integrations, and enablement across all service teams, delivered phase by phase.
Scoped from the assessment.
FAQs
AI supports discovery, documentation, testing, training, and optimization. Consultants review outputs and remain accountable for decisions.
We compare budget, complexity, integrations, reporting needs, internal capacity, and growth plans before recommending a platform path.
Flectic supports adoption, resolves stabilization issues, improves reports, and builds an optimization roadmap.
Make the call easy
Know exactly what your Field Service rollout will take
Before you commit budget, get a clear-eyed read on where you stand. The readiness brief lays out your first-value slice, the realistic timeline, the integrations that matter, and the risks worth managing — written by the senior consultant who would run the work, not a salesperson.
- A prioritised roadmap with a defined first-value slice you could go live with in weeks
- A realistic timeline and phase plan, with fixed scope per phase
- The specific integrations and IoT signals that will move your SLA and first-time-fix numbers
Assess your ERP fit
Map your current workflows, platform options, and the first practical phase of implementation.
Response within one business day