FieldConnect365 is a powerful field service management platform that streamlines operations for industries such as construction, architecture, trade services, development, local government, and utilities. It integrates key functions, including sales, financials, appointment and job scheduling, work order and time management, asset and maintenance management, automated service scheduling, service level agreement (SLA) tracking, customer service, real-time marketing, and advanced capabilities through Asset Management Software, Service Scheduling Software, Mobile Workforce Management, Facility Maintenance Scheduler, Automated Service Scheduling, Mobility Software for Technicians, Field Service Booking and Scheduling Software, and support for installation, repair, inspection, and maintenance services.
Designed to transform organisations, FieldConnect365 reduces service delivery costs while enhancing efficiency. Its low-code architecture allows easy customisation to meet specific business needs, and offline functionality, powered by Mobility Software for Technicians, ensures technicians remain productive without internet access, enabling seamless installation, repair, inspection, and maintenance services in remote or low-connectivity areas. By integrating Asset Management Software, businesses can track and manage equipment lifecycles, optimise maintenance schedules, and reduce downtime. The Service Scheduling Software and Facility Maintenance Scheduler, combined with Automated Service Scheduling, streamline appointment and job scheduling, ensuring optimal resource allocation and timely service delivery.
FieldConnect365’s Mobile Workforce Management capabilities empower technicians with real-time access to job details, work orders, and customer data via a mobile app, enhancing productivity and enabling efficient field service booking and scheduling. The platform automates business processes across departments, minimising wait times, accelerating service delivery, improving accuracy, and centralising customer data for better decision-making and outcomes. With Field Service Booking and Scheduling Software, businesses can manage complex scheduling requirements, dynamically assign tasks, and provide customers with self-service booking options, enhancing convenience and satisfaction.
By unifying disparate business applications into a single, intuitive platform, FieldConnect365 optimises workflows, boosts organisational efficiency, and elevates customer satisfaction. The integration of Asset Management Software, Service Scheduling Software, Mobile Workforce Management, Facility Maintenance Scheduler, Automated Service Scheduling, Mobility Software for Technicians, and Field Service Booking and Scheduling Software ensures end-to-end automation, real-time visibility, and scalability, making it an ideal solution for service-driven businesses focused on delivering exceptional installation, repair, inspection, and maintenance services.
FieldConnect365, built on Microsoft Dynamics 365 Customer Insights, empowers organisations to deliver personalised, real-time customer experiences across diverse channels. Its advanced marketing engine enables marketers to craft sophisticated, multi-step campaigns using email, SMS, push notifications, social media, and custom channels, driven by behavioural signals, triggers, and rich customer data.
The platform offers powerful personalisation and segmentation tools, allowing tailored content and messaging based on unified customer profiles and dynamic segments. AI-driven insights enable real-time campaign adjustments as customer behaviours evolve. Fully GDPR-compliant, it includes robust features for managing consent, subscription preferences, and data privacy in line with global regulations.
Seamlessly integrated with the Microsoft ecosystem, including Power BI for advanced analytics, Power Automate for streamlined workflows, and Customer Insights (Data) for a comprehensive 360-degree customer view, FieldConnect365 Marketing is a versatile, data-driven solution for impactful, cross-channel customer engagement.
Marketing form is made from a collection of fields, buttons, graphical elements, and a few configuration settings. Each field included in your form is linked to an attribute in FieldConnect365.
Dynamics 365 Sales brings all your customer and sales data into one place, giving your team a complete view of every interaction. With built-in AI and real-time insights, your salespeople can focus on the right opportunities at the right time—boosting conversion rates and maximising productivity.
By automating manual tasks, streamlining lead and opportunity tracking, and offering mobile access, your sales team spends less time on admin and more time selling. The platform integrates seamlessly with familiar Microsoft tools like Outlook, Teams, and Excel, making collaboration effortless across departments.
You’ll also gain powerful forecasting tools and customisable dashboards that deliver real-time visibility into your sales pipeline, helping leaders make faster, data-backed decisions. With a flexible, scalable foundation, FieldConnect365 Sales grows with your business and adapts to your specific sales processes.
Whether you're looking to shorten sales cycles, improve customer engagement, or drive higher revenue, FieldConnect365 Sales gives you the tools to do it—smarter and faster.
Empower your sales team with live access to pricing, stock levels, service availability, and customer history—anytime, anywhere.
Monitor pipelines, track sales performance, and analyse service delivery—all from integrated dashboards that turn data into action. Integrate with preferred payment gateways to collect payments quickly and securely, even on-site.
FieldConnect365 enhances organisational efficiency by automating critical business processes such as work order management, scheduling, and inventory tracking. This reduces manual workloads, travel time, and operational costs. Customer satisfaction improves through self-service portals, automated updates, and predictive maintenance, which enable faster response times and proactive service.
Technicians benefit from a mobile app with real-time data access, offline functionality, and mixed reality tools—leading to faster, error-free resolutions. Business processes are further strengthened by AI-powered analytics and Power BI insights, enabling smarter, data-driven decisions and optimized resource allocation.
The platform drives cost savings through higher first-time fix rates, accurate billing, and reduced downtime. Seamless integration with Microsoft 365, Dynamics 365, and Power Platform ensures end-to-end process automation and scalability across departments. Real-time collaboration and support for external technicians streamline operations, while automated SLA tracking and detailed service histories improve compliance and accountability.
Ultimately, FieldConnect365 transforms service delivery into a modern, data-enabled business process—helping organisations increase agility, meet customer expectations, and maintain a competitive edge.
Streamlined Work Order Management. Efficiently create, assign, and track work orders from start to finish. Ensure timely service delivery with real-time updates and accurate task tracking.
Efficient Booking & Scheduling. Quickly book and schedule service appointments, ensuring optimal resource allocation. Automatically assign tasks based on technician availability and skills for faster response times.
Intelligent IoT Integration. Leverage IoT data to monitor assets and predict maintenance needs in real time. Automate alerts and diagnostics to address issues before they become critical.
Comprehensive Asset Management. Track, manage, and maintain assets throughout their lifecycle with ease. Monitor performance, schedule preventive maintenance, and reduce downtime.
Work Order Process Automation. Automate work order creation, assignment, and tracking for smoother operations. Reduce manual tasks, improve accuracy, and ensure timely service delivery.
Empower Technicians with a Mobile App. Provide technicians with real-time access to work orders, asset data, and customer details on the go. Enable offline capabilities and instant updates for faster, more accurate service delivery.
Field Connect Customer Service empowers businesses to provide faster, more personalised, and consistent support across every customer interaction. Whether you're handling inquiries, resolving issues, or managing complex service cases, this powerful platform helps you build long-lasting customer relationships and drive brand loyalty.
With built-in AI, automation, and a 360-degree view of your customers, your support teams can resolve issues quickly and proactively. The platform streamlines case management, enabling agents to access complete interaction histories, knowledge base articles, and customer data—all in one place. This not only improves first-time resolution rates but also reduces handling times and boosts agent productivity.
Omnichannel support capabilities let customers reach you through the channel of their choice—email, chat, social media, or phone—while keeping every conversation connected and context-aware. Integrated AI-powered chatbots can handle common requests around the clock, freeing up your team for more complex issues.
From case routing and SLA tracking to knowledge management and self-service portals, Field Connect Customer Service delivers a modern support experience that meets today’s expectations and prepares your business for tomorrow.
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(Deliver faster, more personalized service with Dynamics 365 Customer Service—the all-in-one platform that helps your team resolve issues quickly, improve customer satisfaction, and scale support effortlessly. From omnichannel case management to AI-powered insights and automation, D365 Customer Service empowers your business to exceed customer expectations at every step.
Connect with customers across multiple channels, including phone, chat, email, and social media, ensuring consistent communication. Provide real-time updates and status tracking for service appointments, work orders, and technician availability.
Track and manage customer service requests from initiation to resolution with a centralised case system. Automate case routing, escalation, and assignment to ensure timely follow-up and resolution.
Provide technicians and customers with instant access to troubleshooting guides, FAQs, and service documentation. Ensure faster issue resolution with searchable articles and automated suggestions during service calls.
Set and track Service Level Agreements (SLAs) to ensure timely responses and resolutions for every service request. Automatically monitor SLA compliance, receive alerts for at-risk cases, and prioritise critical issues.
Equip agents with a single, integrated interface to manage customer interactions, service requests, and work orders. Access real-time customer data, case history, and knowledge articles, all in one place for faster resolution.
FieldConnect365 Finance built on Microsoft Business Central is a comprehensive, cloud-based ERP solution that connects your financials, operations, and service management into one unified platform. Designed for growing businesses, it simplifies complex processes—making it easier to manage assets, work orders, inventory, and more—all from a single, integrated system.
FieldConnect365 Finance provides full visibility and control over your assets and operational workflows. Track asset lifecycles, schedule preventive maintenance, and manage work orders efficiently to reduce downtime and extend asset life. The platform also supports automated asset depreciation, ensuring accurate financial reporting by calculating depreciation across multiple methods and schedules—helping you stay compliant and informed.
Inventory management is built-in and real-time, allowing you to monitor stock levels, manage multiple locations, and reduce excess inventory. Whether you're overseeing warehouses, field stock, or service parts, Business Central helps you maintain just-in-time inventory and improve fulfillment accuracy.
Work order management is seamlessly integrated, enabling you to plan, assign, and track service and maintenance tasks with precision. Link work orders to assets, inventory, labour, and billing for complete operational transparency and improved service delivery.
With native integration into Microsoft 365, Power BI, and the broader Dynamics 365 suite, Business Central enhances collaboration and decision-making with real-time data and actionable insights. It’s scalable, highly customisable, and supports industry-specific needs across service, maintenance, distribution, and manufacturing.
Synchronise customer and asset information between the finance system and FieldConnect365. This integration provides a complete view of both customer profiles and asset histories, making it easier to manage ongoing service requests, asset performance, and maintenance needs.
Ensure seamless integration of work orders between FieldConnect365 and the finance system. This ensures that work orders are created, tracked, and updated in real time, with financial data (like service charges or parts costs) automatically flowing into Business Central for accurate billing and reporting.
Integrate asset management functionalities between the finance system and Field Service. This allows for comprehensive asset lifecycle tracking, including maintenance schedules, warranty details, and service history, helping teams proactively manage asset health, reduce downtime, and optimise service delivery.
Sync inventory data between the finance system and FieldConnect365 to ensure that technicians have real-time access to the parts and materials required for work orders. This integration ensures that stock levels are accurately tracked, minimising delays caused by inventory shortages.
Link service contracts and warranties to the finance system. This ensures that teams can easily verify contract details, track warranty coverage, and automate billing for services rendered under specific contracts, ensuring compliance and accurate invoicing.
Integrate reporting capabilities across your field service system and the finance system to gain actionable insights into both service operations and financial performance. Monitor work order completion rates, asset uptime, SLA compliance, and financial data (like invoicing and billing), enabling data-driven decision-making across all functions.
Unlock the full potential of your business data by combining Microsoft Power BI with FieldConnect365 maps, the powerful geospatial analytics and visualisation solution. Together, they help organisations transform raw data into clear, location-aware insights that drive smarter, faster decision-making.
Power BI empowers your business with real-time dashboards, interactive reports, and AI-driven analytics—helping you visualise trends, uncover insights, and monitor performance from a single, unified platform. It connects easily to a wide range of data sources, making it simple to consolidate and explore information from across your organization.
With Maptaskr, you can take that analysis even further by layering your data onto interactive maps. Visualise sales performance by region, track field service activities, optimise delivery routes, or identify patterns in customer behaviour based on location. Whether you're managing assets, teams, or territories, Maptaskr adds location intelligence that turns static reports into actionable strategies.
This integrated solution helps businesses improve territory planning, resource allocation, and operational efficiency while enabling teams to make location-based decisions in real time. From retail and logistics to field service and utilities, Power BI with Maptaskr supports data-driven growth with a spatial edge.
Fully integrated with Microsoft technologies, it’s secure, scalable, and easy to use—making it the ideal analytics platform for businesses of any size.
Integrate FieldConnect365 Maps to visualise work orders and asset locations on maps in real time. By incorporating location intelligence, field technicians can be dynamically routed based on proximity, urgency, or asset-specific needs, improving efficiency and reducing travel time.
Sync work order and asset data with analytics to provide a real-time view of service statuses, asset conditions, and work order progress. This integration ensures that key metrics such as completion rates, service timelines, and asset performance are visible, helping decision-makers track progress and identify bottlenecks.
Leverage analytics to track asset performance over time and predict when maintenance is needed, reducing downtime and preventing costly repairs. By integrating with FieldConnect365, you can automatically create preventive maintenance schedules based on predictive insights from asset data.
Ensure that technicians using FieldConnect365 Maps and mobile apps have access to live work order updates, asset details, and inventory information, allowing them to make data-driven decisions on the go. This integration also enables technicians to update job statuses in real time, ensuring accurate and up-to-date information is available for all teams.
Use analytics to assess technician performance, work order completion times, and inventory usage to improve resource allocation. By identifying patterns and inefficiencies, you can optimise scheduling and field team assignments, reducing costs and improving service delivery times.
Integrate FieldConnect365 and work order management data into analytics for powerful, customisable dashboards and reports. Track critical KPIs such as asset health, work order completion rates, technician performance, and customer satisfaction in one place, enabling actionable insights for continuous improvement.