Together we can build something great FORWARD | 2016 FSM (Field Service Management) for contractERP Bill Natalie and Tracie Folscroft

FORWARD | 2016 Current contractERP Service/Install Solution: Work Orders First released within version 5 with advancements through 2013R2 Created to support a Work Order transaction, which mimics the process of a Shop Order, but designed to manage a labor task that is not production based. Installation or Service tasks can originate from either a Sales Order or Contract Sale Supports Piece Based or Time & Material type tasks Supports the conversion of a sellable item into a customer serviceable item Expanded contractERP serialization to better support servicing items that are serialized and serviceable. Includes a light Work Order Dispatch Worksheet and Task Management Worksheet Spawned the creation of contractERP’s Time Entry solution.

FORWARD | 2016 Work Order Solution Going Forward WILL CONTINUE TO BE: A viable lighter weight service solution for many companies Is the PRIMARY contractERP solution for Installation tasks Will be extended to support a new labor based offering (released with 2016 R2) within contractERP called - Material Services. Material Services are value add tasks that have a direct relationship to specific sold material lines, from either a Contract or Sales Order. Material Services will be further introduced at the Closing Session – Tuesday at 3:30pm

FORWARD | 2016 Introduction of Field Service Management (FSM) Built within the existing NAV Service Order Solution, FSM adds extensive functionality to automate and manage the entire life cycle of a Field Service Ticket and Contractual Customer Service Agreement. Dynamic NAV’s Service Order Functionality: Designed primarily to repair and maintain known customer items. Select customer, select item to be repaired/serviced Manually enter results and billing information Perform scheduled preventive maintenance against customer items that are associated to a Recurring Service Contract.

FORWARD | 2016 Field Service Management Requirements 1.Handling of Task Only Services 2.Field Service vs “in-house” Repair Service 3.Return Trip Functionality 4.Automated Service Price Agreements (SPA) For Service Tasks, Parts, and Travel 5.Service Level Agreements (SLA) 6.Service Hour controls Customer, Tech, Sub, default 24 hr., within Service Hrs., End of Day Automates rates charged (REG, OT, ETC..) 7.Support of Time Zones Including Multi-Time Zone 8.Not To Exceed Service Amount Controls (NTE) 9.Automated Technician Selection (Tech Select) 10.Special Order / Drop Shipping of parts for service. 11.Use of Subcontractors to perform service Including Subcontractor Rate Agreements (SRA) Job Site or Subcontractor Shipping 12.Mapping Integration 13.Administrative Tasks for Service Ticket 14.Unlimited Service Order Comments 15.Service Time Entry (by Single or multi-task) 16.Travel Time Entry 17.Automated Repair Status Updates 18.Service Order Type Management What was BASE Dynamics NAV Service Order missing?

FORWARD | 2016 Field Service Management Requirements Just to name a few of the areas now support as part of contractERP’s FSM Solution

FORWARD | 2016 Introduction of Field Service Management (FSM) DEMO

FORWARD | 2016 Field Service Management (FSM) Solution: NEXT Visual Scheduling Board Mobile Service