FieldServe360: Streamlining Sales, Service & Field Operations with Microsoft Power Platform

Managing sales, service requests, technicians, warranties, and multiple service locations can become challenging as a business grows. When information is spread across different systems or handled manually, teams can lose visibility, duplicate customer records, delay service responses, and struggle to track operational performance.

To address these challenges, Gigatorb has developed FieldServe360, a role-based business application designed to connect shop operations, service centers, technicians, and company management through a centralized platform.

FieldServe360 provides three dedicated applications—Company, Shop, and Service Center—with access determined by the user’s assigned role. This ensures that each team works with the information and processes relevant to them.

One Platform for the Complete Service Journey

FieldServe360 brings key business activities into one connected environment. Shop owners can manage customers and sales, service center teams can manage jobs and technicians, while management can monitor revenue, service activity, warranties, and overall operations.

For shops, the process starts with customer management. Users can create business or individual customer records and search for existing customers before creating new ones, helping reduce duplicate records. Sales can then be recorded with individual products, variants, quantities, and unit prices. The system automatically calculates the total sale amount and makes the information available in company-level revenue reporting.

Smarter Service Request Management

When a customer reports a product issue or requires installation, the shop can create a Service Request directly within the application.

The request captures important information such as the customer, address, call type, complaint category, priority, product, customer asset, serial number, and description. If an existing customer asset is available, the system can automatically bring in information such as the purchase date and warranty status.

One of the key capabilities is automatic service routing. Service requests are routed to the appropriate Service Center based on the customer’s address, pincode, or area. This reduces manual coordination and helps ensure that requests reach the correct operational team.

Connecting Service Centers and Technicians

Once a request reaches a Service Center, managers can view jobs assigned to their center and organize them through views such as Unassigned Jobs, Today’s Jobs, and My Center’s Jobs.

Managers can assign technicians, schedule service dates, and update job statuses directly within the application. Once the technician completes the work, the system requires essential information—including completion date, completion notes, and customer confirmation—before the job can be closed. For chargeable services, the service charge must also be recorded.

This validation helps prevent incomplete service records and creates greater consistency across service operations.

Warranty, AMC & Claims Management

FieldServe360 also brings warranty and service coverage information into the job process. Coverage can be identified as Warranty, AMC, or Chargeable, while the warranty status at job creation is retained as a snapshot.

For warranty or AMC-covered work, service centers can create claims and add individual parts, labor, or other claim lines. The system can also prevent claim lines when the applicable parts or labor warranty has expired, helping teams apply coverage rules consistently.

Management Visibility at Every Level

For company and management teams, FieldServe360 provides a centralized view of business operations. Administrators can configure products, product variants, shops, service centers, areas, technicians, complaint categories, TAT categories, and assignment rules.

The management dashboard provides visibility into total revenue, open jobs, upcoming warranty/AMC expirations, revenue by product, and revenue by shop. Management can also review sales across locations and service jobs across service centers, including overdue jobs.

Built to Scale with the Business

As organizations add more shops and service centers, maintaining consistent processes becomes increasingly important. FieldServe360 provides a structured foundation for expanding operations while maintaining role-based visibility. Shop and service center users see their own operational data, while management and administrators can access broader information based on their permissions.

The Bigger Picture

FieldServe360 demonstrates how Microsoft Power Platform can be used to turn complex operational processes into a connected business application. From customer and sales management to service routing, technician assignment, warranty validation, claims, and management reporting, the solution brings the complete field-service journey into one platform.

For businesses looking to replace fragmented processes with a more structured and scalable approach, solutions like FieldServe360 can provide the visibility, control, and automation needed to support growth.

Related Services and Industry Playbooks

• Power Platform automation and analytics for model-driven apps, Dataverse, and role-based business applications.
• Power Platform for Manufacturing & Field Service for warranty, AMC, and technician workflows.
• Book a free consultation to scope a custom sales and service platform for your business.

Que 1: Ready to Streamline Your Sales & Service Operations?

Gigatorb helps organizations replace fragmented sales, service, and warranty processes with connected, role-based Power Platform applications like FieldServe360.

• Email: info@gigatorb.com
• Phone: +91 98933 39105
• Website: www.gigatorb.com
• Book a consultation: gigatorb.com/consultation

Power Platform services · Business Central services · Contact Gigatorb

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Tags: Power Platform · Dataverse · Model-Driven App · Field Service · Warranty Management · Service Center · Sales Automation · Business Application