SIS Webinar Series FieldConnect Webinar Field Service Software for - - PowerPoint PPT Presentation

www.sisn.com

SIS Webinar Series

FieldConnect Webinar – Field Service Software for Dynamics SL

www.sisn.com

Founded in 1996, Headquarters Duluth, GA (Greater Atlanta) SIS (Strategic Industry Solutions) delivers business solutions that help project and service driven companies unify business processes and applications across the enterprise, thus delivering better visibility and efficiency.

About SIS

www.sisn.com

• Current State Assessment
• Business Process Analysis
• Requirements / Fit Gap Analysis
• Software Design, Development & Deployment
• Custom Application Development
• ERP & CRM Implementation
• Rapid Deployments for Hub & Spoke Roll Outs
• On Premise or Cloud Deployment

SIS Services

www.sisn.com

Meet us in Nashville!

Better Access. Better Prepared. Better Together.

Choose from hundreds of expert-led sessions to realize the full potential of the tools you use every day. Exchange best practices and expand your professional network with other Dynamics SL Users!

4

2020 Community Summit SL User Conference

October 6-9, 2020 Save $150.00 off your registration by using discount code

SummitSL150

www.sisn.com

Webinar General Information

• If you need assistance during the webinar, please us email at

info@sisn.com

• We will have a Q&A session at the end.
• For optimal viewing please view in full screen mode.
• The webinar will be recorded and sent out to all attendees.

5

FieldConnect/SIS Webinar

Satchi Pillay

Product Manager s.pillay@fieldconnect.com

John Montague

CRO j.montague@fieldconnect.com

About FieldConnect

17

YEARS

200+

CLIENTS

15,000+

USERS

FieldConnect Product Suite

Dynamics SL

Service Module

FieldDirect

Customer Portal

FieldGateway

Dispatcher/Back- Office/Supervisor

FieldProject

Remote Foreman/Crew

FieldAccess

Work Order & Time Reporting app

FieldQuotes

Remote Quoting Sales & Technician

$

“Offline Mode”

• Works with no Cellular or Wi-Fi coverage; will “sync” when back online
• Same UI, experience, performance and content

Integrated by design

• Instant communication of billing info, work status, and notes from the field
• Direct real-time connection to Dynamics Service Mgmt. - No syncing/export files
• Access to attachments, forms, service, and equipment history at the tech’s fingertips

Flexible

• Highly configurable user interfaces, intuitive, flexible
• Signature capture, immediate service report to you and your customers
• HTML Forms engine – Reportable database, Business rules/enforcement
• Web-based, Device Agnostic – Compatible across all OS & Hardware platforms

FieldConnect Webinar Agenda

Demo FieldConnect/Dynamics SL service and project workflow

Provide exposure to full mobile product suite FieldDirect Customer Portal Request new service, Service/Equip site history, Real-time work order status FieldGateway/Dispatch Board – Web based Front End application Dispatchers/Supervisors/Admin roles Create new service calls, Dispatch, resource scheduling, mapping, availability FieldAccess Technician mobile application Work Order entries, Forms, Attachments, completed Service Report Timesheet Review & Approval feature FieldProject mobile application Project/Task labor entries, notes, Forms, project report FieldQuotes Remote quoting solution, approval levels, quote report, convert to new service call

www.sisn.com

QUES ESTION ONS? S?

Thank you for Attending!

Please let us know if you have further questions or need more information.

Contact Debbie Peavy to better understand your individual needs. dpeavy@sisn.com 888-844-6599 www.sisn.com