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Service Management

Smarter Service Operations with Business Central

At Xpert Clan Solutions, we empower service-based businesses to deliver consistent, reliable, and efficient after-sales service through the Service Management Module in Microsoft Dynamics 365 Business Central. Whether you offer Annual Maintenance Contracts (AMC), handle breakdown calls, or manage scheduled services, our tailored solution ensures seamless control over service delivery, contracts, and billing – all in one place.

Service Contracts

Centralized AMC & SLA Management.

Manage all your Annual Maintenance Contracts (AMCs) and Service Level Agreements (SLAs) with full visibility into coverage, response times, parts, and pricing.

With our solution, you can:

  • Create and manage renewable Service Contracts per customer, asset, or location.
  • Define contract coverage including labor, parts, travel, and response/resolution timelines.
  • Monitor contract history, renewal status, and performance KPIs.
  • Auto-generate service orders from active contracts based on predefined schedules.
  • Link warranty and non-warranty services directly with customer or asset records.

Projec
Service Orders

AMC and Breakdown Requests

Stay in control of all service activities—scheduled or ad-hoc. Whether it's a routine visit under AMC or an urgent breakdown call, streamline it all with the Service Order feature.

  • Register and track service calls for AMC and Breakdown scenarios.
  • Assign technicians with resource tracking and service calendar views.
  • Track parts used, labor hours, and any additional cost against each service order.
  • Real-time status updates and escalations to ensure service SLAs are met.
  • Attach photos, service notes, and customer signatures for job completion.

Service Billing

Accurate and Automated Invoicing

Convert service efforts into timely revenue with a comprehensive Service Billing Module that integrates tightly with the contracts and orders.

  • Automatically generate invoices based on contract terms (monthly, quarterly, annual).
  • Handle one-time service billing or recurring billing with flexible templates.
  • Include spare parts, labor, or additional charges with proper approvals.
  • Monitor billed vs. unbilled service tasks to avoid revenue leakage.
  • Seamless integration with core financial modules for real-time receivables and profitability reporting.