Reporting and Invoicing.
At the conclusion of the Work Order process, you need to close out the work and (generally) invoice the customer. This is once again made easy and straightforward in the Microsoft Field Service solution.
Powerful dashboards and analytical tools (such as Power BI) can be used to report on all manner of metrics, KPIs and the status of just about any aspect of your field operations. You won't be left in the dark with this suite of advanced tools.
Review Completed Work
Once Work Orders have been marked as complete by your field agents, dispatchers in the office can review all aspects of the completed order, to ensure there are no errors or discrepancies before approving for invoicing. Administrators check hours and products consume, the costs and prices used, any notes and follow-ups requested, as well as any photos and signatures taken to authorise the work.
Approve Work for Completion
Once Work Orders have been reviewed, they can be authorised for completion, and sent to invoicing. You can establish a workflow of approvals if needed, or the dispatchers (if authorised) can perform this task as part of the review process. The system is highly configurable, meeting your exacting process requirements easily.
The final step in most commercial field service work flows is to invoice the customer for the work just performed. The beauty of the Microsoft Field Service solution is the work can be invoiced literally within minutes of it being completed on site - certainly on the same day - radically improving invoice cycle times.
Depending on your process, invoices can be produced in the field by your technicians, and they can even take payment on the spot, recording it against the Work Order.
Strip time and unnecessary administrative steps from your invoicing processes, with Microsoft Field Service.