SIS Webinar Series FieldConnect Webinar – Field Service Software for Dynamics SL www.sisn.com
About SIS 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. www.sisn.com
SIS Services • 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 www.sisn.com
Meet us in Nashville! 2020 Community Summit SL User Conference October 6-9, 2020 Save $150.00 off your registration by using discount code SummitSL150 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! www.sisn.com 4
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. www.sisn.com 5
FieldConnect/SIS Webinar John Montague Satchi Pillay CRO Product Manager j.montague@fieldconnect.com s.pillay@fieldconnect.com
About FieldConnect 17 200+ 15,000+ USERS CLIENTS YEARS
FieldDirect Customer Portal FieldAccess Work Order & Time Dynamics FieldConnect Reporting app SL Product Suite Service Module FieldGateway Dispatcher/Back- Office/Supervisor $ FieldProject FieldQuotes Remote Foreman/Crew Remote Quoting Sales & Technician
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 “Offline Mode” • Works with no Cellular or Wi-Fi coverage; will “sync” when back online • Same UI, experience, performance and content
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
QUES ESTION ONS? S? www.sisn.com
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
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