A Southeast fueling-infrastructure services company connects the work of 500+ technicians to finance

Every job its 500+ technicians finish has to reach finance

The company sells and installs fueling equipment across the Southeast, then handles its service and maintenance. Its technicians work out of branches across the region.

At that size, a finished job counts once finance can cost it and bill it. Any delay between the job and the invoice holds up cash.

Its leaders put field work on Field Service and connected it to finance

The company chose Dynamics 365 Field Service for its technicians’ work orders and connected it to Dynamics 365 Finance and Supply Chain. Another Microsoft partner delivers the finance and supply chain side, so the company ran the work as one joint program.

A finished job reaches the invoice without being keyed twice

Technicians work their orders in Field Service. The work they record there flows to the finance system, so a finished job reaches the invoice without anyone keying it in again.

The field and the finance team work from connected records, across more than 500 technicians.

Ludia’s part: Ludia delivered Field Service for the company’s technicians and built its connection to Finance and Supply Chain. It worked as one team with the partner that leads the finance side.

For your IT team: what the work covered

The scope was Dynamics 365 Field Service, including work order management, for more than 500 technicians. It also covered the integration between Field Service and Dynamics 365 Finance and Supply Chain. Another Microsoft partner delivers Finance and Supply Chain, and the two teams worked as one program.