Skip to main content

Finance

Work Order and Service Tracking

Integrating FieldConnect Finance with FieldConnect Field Service provides organisations with end-to-end visibility and control over field operations. At the core of this capability is Work Order and Service Tracking, which ensures every job is efficiently managed, monitored, and billed with precision. 

Why Work Order & Service Tracking Enhances Your Business: 

  • Centralised Work Order Management: Create, assign, and manage work orders with real-time synchronisation between financials, scheduling, and service delivery—ensuring nothing gets missed. 
  • Real-Time Service Updates: Field technicians can update job status, enter notes, and record parts usage directly from the field, giving the back office immediate visibility into service progress. 
  • Accurate Resource Scheduling: Automatically assign the right technician to the right job based on skills, location, and availability—reducing travel time and increasing first-time fix rates. 
  • Seamless Financial Integration: Service costs, labour hours, and materials used are instantly linked back to Business Central for faster, more accurate billing and cost tracking. 
  • Enhanced Customer Communication: Keep customers informed with real-time appointment updates, technician ETAs, and post-service summaries—building trust and transparency. 
  • Improved Service Analytics: Monitor work order completion times, technician performance, and service trends to optimise operations and plan proactively. 
  • Compliance & Audit Readiness: Maintain a complete, time-stamped service record for every job—including who did what, when, and with what parts—ensuring full traceability. 

By combining Work Order and Service Tracking with FieldConnect Finance integration, your business gains a clear, connected view of the entire service lifecycle—from scheduling to resolution to billing—boosting efficiency, accountability, and customer satisfaction.