ERP for Professional Services

WHY CHOOSE ERP FOR PROFESSIONAL SERVICES?

• Rapid Business Central Onboarding: We provision your Dynamics 365 Business Central tenant, install service-management templates, and configure core modules—Sales, Service, and Scheduling—so you gain end-to-end project and resource visibility from day one. • Extend with Power Apps Front-End: Deploy a touch-friendly, step-by-step wizard on tablets and desktops—big action buttons, guided forms, and checklists—without custom mobile development. • Seamless DocuSign & AI Scheduling: Embed DocuSign e-signatures into your service requests and automate engineer assignments based on availability, qualification, and region—optimizing dispatch and accelerating project kickoffs. • Real-Time Dashboards & Compliance Checklists: Monitor open opportunities, pending requests, and completion metrics on a unified Power BI dashboard; enforce quality through configurable on-site checklists.

KEY FEATURES

• Service Wizard UI: Step-by-step Power Apps interface for creating opportunities and service requests, with clear red/blue status buttons. • DocuSign Integration: Send PDF contracts or work orders for e-signature and track sign-off status in Dynamics 365 Business Central. • Automated & Manual Dispatch: Supervisors can manually assign engineers or let AI-driven rules handle resource allocation. • On-Site Compliance Checklists: Mobile-friendly checklists ensure devices are tested, setups cleaned up, and tasks validated. • Embedded Analytics: Power BI–embedded dashboards display KPIs—response times, utilization rates, and SLA compliance.

GET STARTED TODAY!

1. Book a Demo: Experience the service wizard, AI scheduler, and dashboards in a live sandbox.
2. Run a Pilot: Configure one service process—DocuSign-enabled request and AI dispatch—in production.
3. Scale & Train: Roll out across your practice, customize checklists, and empower your team with low-code skills.