CRMD Field Ops

A solution for HVAC, plumbers, electricians and facilities services.

Want to see more? Check out our Field Ops Resources to learn more.

Trends in Field Trades

Field workers in the plumbing, electrical, HVAC and facilities services need to be proactive and stay up to date with technology. Using our mobile and integrated system, based on Microsoft Dynamics 365, that connects your field team with head office. Your field team can log and track maintenance and repairs, and ensure that invoices are expedited. 

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Businessman with flowchart

Integrate Your Systems

​Typically business can use anywhere from 3 to 6 systems to manage different functions in multiple departments. With our Microsoft Dynamics 365 solution you get a single system that functions seamlessly throughout your business.

Our solution includes:

  • email
  • contact management
  • sales and quoting
  • email marketing
  • service orders
  • agreements
  • inventory management
  • financials

Mobility at your Fingertips

With our mobile application your dispatchers will have a map view of where field workers are located. If the schedule needs to be rearranged, or an emergency appointment arises, your dispatchers can quickly locate the next available resource that's closest to the appointment. 

Your field technicians can also submit photos and data to keep records up to date. This gives you visibility into the conditions of equipment and repairs without having to be on site. 

Connected 3D person shilouette
credit union members

Customer Portal for Self Service

Free up your customer service team by allowing your customers to view and schedule their own maintenance work. They'll be able to see their scheduled preventative maintenance, and request services at their convenience. 

Just-in-time maintenance can also be scheduled. This supports parts that need regular replacement or adjustments, like air filters. Appointments can automatically be scheduled, which means your customers will be getting the service they expect while maintaining the integrity of their machines.

Our Track Record with Trade Businesses

CRM training for administrators

CRM Dynamics has been a Microsoft Gold Partner since 2007, selling Field Ops and Microsoft CRM solutions on premise to over 200 clients. Since December 2016 we have been selling our CRMD Field Ops solution to clients and porting our existing customers to the Microsoft Cloud. We have seen these benefits first hand! 

The power of the Microsoft Dynamics 365 is allowing us to beat other software competitors.

Microsoft Dynamics 365 Licensing and Pricing

We can get you started for as low as $12 (CAN) per user for basic access, with the average cost being $115 (CAN) per user. There are many opportunities to have discounted pricing based on the number of users. Contact us for more details and a customized quote. 

John Doe UI/UX Designer

It is my opinion that anyone and everyone considering the Microsoft Dynamics CRM solution should consider the services of CRM Dynamics. They have the experience and people who will make sure your CRM project is a success. CRM Dynamics not only gets the technology inside and out, they understand business, and that’s critical.

Bruna Barbosa, Strategy Consultant