Field service job management for Dynamics 365, built on Microsoft Dataverse. Estimate, schedule, complete and invoice every job in one system, so the office always knows what was quoted, what was done and what is still owed.
Contracting and maintenance businesses usually run the working day across three disconnected places: the quote in a spreadsheet, the schedule on a whiteboard, and the invoice rebuilt days later from a paper worksheet. Every hand-off loses margin, and work that was completed quietly goes unbilled. PowerWorks Pro keeps the estimate, the job, the parts and labour actually used, and the invoice on connected records, so the price agreed at quote stage is the price that reaches the invoice.
The schedule board in the Office Team app: drag unscheduled jobs onto an engineer and a time slot.
Estimates that become jobs. Build a quote from priced parts and labour lines, then turn the approved estimate into scheduled work without re-keying it.
A schedule board for the whole team. Drag unscheduled jobs onto an engineer and a time slot, see clashes and travel time, and print run sheets for the day.
Parts and labour captured against the job. What was actually used, priced from the same catalogues as the estimate, ready to invoice.
Invoicing that follows the work. An invoice is raised automatically when a job is completed, then tracked from draft, to sent, to paid.
Two apps for two audiences. An Office Team app for dispatchers, estimators and finance, and a lighter Field Team app for engineers working on site. One licence covers both.
Overview dashboards. Job, estimate and invoicing dashboards, plus live pipeline and billing totals on every customer record for the financial year.
Small and mid-sized contracting and maintenance businesses running mobile engineering teams: fire and security, air filtration, mechanical and electrical, facilities maintenance, industrial cleaning, and the planned and reactive maintenance rounds that keep installed plant running. Dispatchers, estimators, service managers and finance work from the same records instead of reconciling separate ones.
Office Team. For dispatchers, estimators, service managers and finance. Raise and price estimates, plan the working day on the schedule board, and track invoices from draft, to sent, to paid.
Field Team. For engineers on site. It opens on the jobs assigned to them, with the customer, address and work required on each one, and records the parts used and time worked against the job as it happens.
Your own Dynamics 365. PowerWorks Pro installs into your environment as a managed solution, with its own tables, apps and navigation. Your existing apps and site maps are left exactly as they are, and customers are your existing account and contact records.
See PowerWorks Pro on your own estimates, jobs and invoices. Book a demo with Proximo 3.
