Microsoft Dynamics for Service & Repair ShopsMicrosoft Dynamics for Service & Repair Shops


Give Your Business a Boost

Microsoft Dynamics for Service & Repair Shops boosts efficiency and effectively manage service and repairs for your customers, including sales, service contracts, warranty tracking, and parts. Respond quickly to last-minute customer requests and changes, and take advantage of new business opportunities to stay ahead of your competition.

Grow Your Business with Confidence
Service & Repair Shop Best Practices
Improve Customer Service
Expertly Manage Parts Inventory
Easy-to-Use Point-of-Sale
DMS Payroll Solutions

Microsoft Dynamics Nav


Grow Your Business with Confidence

Many service and repair shops reach a tipping point where the very systems used to manage growth, hinder their ability to act with agility and insight. As you business grows and diversifies, you need more than basic bookkeeping, parts, shipping and receiving, service orders, and backward-looking reporting.

Five signs your account system may be hindering your growth:

  1. You can’t scale operations to support business growth
  2. You can’t wrap your arms (or your head) around your business
  3. You are reactive when you need to be proactive
  4. You can’t support a mobile workforce
  5. You can’t meet customer expectations

eBook: Grow Your Business

eBook: Outgrowing QuickBooks
Videos: Core Dynamics NAV Capabilities


Service & Repair Shop Best Practices

Microsoft Dynamics for Service & Repair Shops ships can be configured to fit your businesses processes and work order volume. The easy-to-use system, setup for each position in your shop, can be accessed from computer desktops or from a tablet in the shop or an Internet Browser in the field.

Improve planning and dispatching for your service personnel and field technicians to set priorities, understand service loads, and escalate critical issues. Better manage contracts with your customers to track service level agreements and warranty information.

Use Service Management Best Practices to respond quicker and improve customer service by:

  • Enhancing operational efficiency with easy-to-use screens for service managers and technicians
  • Improving service order management by streamlining dispatch, invoicing, parts consumptions, contract agreements, pricing, and workloads of service technicians
  • Tracking warranties, service level agreements, response times, capturing fulfillment and work history, and help ensure profitable quotes and agreements
  • Building customer loyalty by providing proactive service relating to customer history and preferences, and implement customer-specific pricing and discounts

Service Quotes and Work Orders

  • Provide accurate service quotes quickly, easily convert the quote to a work order
  • Service requests can be created by customers
  • Service requests can be generated automatically based on the terms of your service agreement
  • Easy-to-use time and material screen for service personnel and field technicians to enter their time, parts and material used on a work order
  • Get a complete history of service work done at any time
  • Create and manage one-off work orders at any time
  • Manage sub-contractors that work for your company

Service Contracts

  • Easily maintain service contract history and renewal dates
  • Manage warranty work done on equipment sold
  • Record and track service levels, response times, and discounts provided for each customer contract
  • Track parts and labour, and shop materials used on equipment under warranty or out of warranty

Work Order with Customer Statistics

Service Contract with Customer Statistics

Features & Benefits: Microsoft Dynamics NAV Service Management

Videos: Core Dynamics NAV Capabilities


Improve Customer Service

Maintain your competitive advantage and strengthen relationships by responding faster to your customers’ expectations at the right time with the right information.

  • Increase the accuracy of promised work orders and respond quickly to customer questions about work order status
  • Easily track and recall service contract history and renewal dates for customers
  • Easily track and recall warranty work completed for customers
  • Tailor service levels, response times, and discounts provided for each customer contract
  • Plan rush work orders immediately from the sales order
  • Modify work orders easily at any point in the service cycle

Sales Order Role Running on Tablet

Features & Benefits: Microsoft Dynamics NAV Service Management

Videos: Core Dynamics NAV Capabilities


Expertly Manage Parts Inventory

At the heart of every service & repair business is your parts inventory. With DMS and Microsoft Dynamics NAV you can better manage and forecast your parts inventory to lower your overhead, reduce risk, and better serve your customers.

  • Easily provide and track service loaners for customers
  • Better maintain service inventory by setting quantities on hand
  • Easily manage and maintain service prices for customers and parts
  • Control purchases related to work orders

Track Inventory with Scanners and Barcodes

White Paper: Inventory Costing for Microsoft Dynamics NAV


Easy-to-Use Point-of-Sale

Built for fast counter sales, this easy-to-use system enables your staff to sell parts and materials quick and easy. This multi-location system can process many thousands of sales order per month.

  • Order Wizard: makes it easy to select existing customers or create new ones
  • The Dynamics NAV sales order form has been modified to accept payments and deposits, as well as track lost sales
  • Order summary is updated real-time right on the sales order as parts and materials are entered
  • Multiple payment types along with authorization codes are easily setup for use
  • Signature capture for each specific order is available using a signature pad
  • Daily closing report is available to be run each day to manage cash draw reconciliation

Learn More: Book a Demo


DMS Payroll Solutions

Reduce high overhead costs by streamlining worker time collection and payroll processing. Eliminate manual time card and payroll data. DMS offers a wide range of options to fit with your payroll requirements.

Learn More: DMS Payroll Solutions