Do You Need a Field Service Solution?
Here Is A Quick Checklist to Help You Decide…
If you’re managing field-based teams, engineers, inspectors, surveyors, installers, or technicians, you know how much coordination it takes to keep things running smoothly.
Use the quick checklist below to help you figure out whether your organisation could benefit from a modern field service solution like Microsoft Dynamics 365 Field Service.
If you answer “yes” to 3 or more of these questions, we can help you!
Technician & Workforce Management
Are your engineers still using paper job sheets or spreadsheets?
Is it hard to see where your field teams are or what they’re doing in real time?
Do you struggle to assign jobs based on skills, availability, or location?
Operational Efficiency
Are jobs often delayed or double-booked due to scheduling issues?
Do technicians frequently need to return for second visits due to missing info or parts?
Is your service team spending too much time chasing updates?
Asset & Inventory Tracking
Do you lack visibility into what parts or equipment are available and where?
Is it difficult to track the full maintenance history of customer assets?
Billing & Time Tracking
Are you still relying on manual timesheets or calls to confirm time on site?
Do you face delays in invoicing due to missing or inaccurate job data?
Customer Experience
Do customers often ask for job updates, ETAs, or follow-ups?
Is it hard to ensure a consistent, high-quality experience across all jobs?
So… How many did you tick?
If it’s 3 or more, chances are your current approach is holding your business back. At Proximo 3, we help organisations modernise their field service operations, quickly and with minimal disruption.
With Dynamics 365 Field Service, you can:
Automatically assign the right technician to the right job
Give engineers access to work orders, customer data, and asset history from a mobile app
Automate time tracking and invoice generation
Provide customers with live updates and ETAs
Track parts, inventory, and assets in one system
Deliver better service with fewer delays or repeat visits