Overview

 

Flexible Equipment Management Software That Streamlines Service Delivery

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ODT Service is an equipment service management software, and a fully integrated app built for Dynamics 365 Business Central that handles repairs and manages ongoing planned maintenance. It is the ideal solution for equipment rental and oilfield service companies, with essential functionality including service unit tracking, service templates, service checklists, service quotes, and internal/external service ticketing.
 ODT Service extends the power of Microsoft’s powerful and flexible jobs module by adding its advanced service capabilities to the Business Manager and Order Processor role centers, which provides you with a service-focused interface that works from one database.

 

Highly Configurable Equipment Servicing for Business Central

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Schedule maintenance, track equipment, create detailed maintenance templates by equipment type, manage service budgets, and integrate to timesheets with ODT Service app. Easy to use and quick to deploy, ODT Service is designed to simplify and streamline the way service companies handle internal and external equipment servicing in Business Central

 

Key Product Features in ODT Service

 

Service Tickets

Service Tickets

Create and modify service work in a simple work order format.

 		Flexible Service Templates

Flexible Service Templates

Create multi-level service templates by equipment type.

 		Budgeted Costs

Budgeted Costs

Compare actual costs to budgeted template costs.

 
 Equipment Tracking

Equipment Tracking

Complete service history for all service units with links to service tickets.

 Planned Maintenance

Planned Maintenance

Manage maintenance plans with configurable interval types.

 Connected to Rentals

Connected to Rentals

The service app can optionally be connected to the ODT Rental App.


Supported Editions:

ODT Rentals supports the Essential & Premium editions of Dynamics 365 Business Central

Supported Countries:

United Kingdom

Ireland

Australia

New Zealand

United Arab Emirates

Germany

Netherlands

France

Supported Languages:

English (United Kingdom, Ireland, Australia, New Zealand, United Arab Emirates)

German (Germany)

Dutch (Netherlands)









Features

ODT Service provides the ability to schedule and track maintenance that will be performed at a future date. This can be useful when it is known in advance that service will be required, such as service types that have reoccuring periods or that happen after a specific usage. It can also be useful if service needs to be delayed until a later date.

The Planned Maintenance Worksheet provides an easy way to manage planned maintenance entries. From the worksheet, a user can specify several criteria to filter the list of entries, such as Customer, Maintenance Group, and Service Unit. An entry can then be converted into a Planned Maintenance Ticket for easy processing, or deferred until a later date.

There are two things that must be set up to begin using Planned Maintenance features. Planned Maintenance Schedules must be assigned to Service Groups, and Service Unit Meters must be assigned to Service Units. Planned Maintenance Schedules identify the types of service to be planned and when they are triggered, and Service Unit Meters are used to track when specific Service Units are due for service.


ODT Service is essencially an enhancement to the Jobs module, servicing of internal equipment can be easily accomplished.

There are two specific setups required for the servicing of external Customer owned equipment.

The Jobs module requires a Customer be specified on a job.

Therefore, when servicing Customer owned equipment, a Customer will be required.

Service Quotes are available, should your organization provide quotes, prior to converting the quote to a Service Ticket. Service Quotes are optional.

The Service Quote and Service Ticket can be entered, printed and processed from the Business Manager or Sale Order Processor Profiles.

A review of the ODT Service Online Help, Service Processing Overview and Service Ticket Overview, located within the category, Processing Service, is highly recommended, prior to using Service Quotes or Service Tickets.



ODT Service is essentially an enhancement to the Jobs module. Servicing of internal equipment can be easily accomplished. There are two specific setups required for the servicing of internally owned equipment. The Jobs module requires a Customer be specified on a job. Therefore, when servicing internally owned equipment, a Customer will be required, which must have the field, Internal Customer, enabled on the Service tab.
To learn how to setup an internal customer for servicing internal equipment, please see the ODT Service Online Help, ODT Service Setups, Financial Setups for Service - How to Setup an Internal Customer for Servicing.

For internal servicing, the internal customer must be assigned to the company owned equipment on the Service Unit cards.

To learn about setting up Service Units, see ODT Service Online Help, ODT Service Setups, Service Units Setup.

A review of the ODT Service Online Help, Service Processing Overview and Service Ticket Overview, located within the category, Processing Service, is highly recommended, prior to using Service Tickets.


Support

Support Options

Phone Support: +1-855-411-1261
Knowledge base URL: Open in a new window