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Beyond Service

Extended Service Management for Business Central

Beyond Service extends the standard service management in Microsoft Dynamics 365 Business Central. With features like copying service orders, customizable text templates, comprehensive free text fields for problem and solution descriptions, and advanced service item management with images, attributes, and operating hours history, you unify service handling from intake to billing – for less duplicate work and more satisfied customers.

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Service management right inside Business Central

Every service order on record

Fault, resolution and internal notes sit on the service document, photos on the service item. Whoever opens the order months later sees what was done and why.

Enter recurring work once

Copy documents, insert text templates, preset service specifications: whatever repeats on every order, you stop retyping.

Support from people who live code

The documentation walks you through every function step by step. When questions come up, email or open a ticket with the people who build Beyond Service.

Service order management in Business Central

A customer reports the same fault as last spring. You copy the old order with its fault text and change only what is new.

Copy service orders

Copy service quotes, orders, invoices and credit memos with Copy Document, posted documents included. Bring the header and the fault and resolution texts along if you need them.

Text templates & free text fields

Fault, resolution and internal notes each get their own text field on the service document or worksheet. Write common descriptions once as templates and insert them as text modules.

Advanced service item management

Store multiple images per service item, manage attributes, operating hours history, manufacturers, groups, and types – all in one place.

Beyond Mobile Service for your technicians

Beyond Mobile Service is the native app for Android and iOS. Your technicians have their service orders on the device on site, including images, attributes and history.

Set up service the way your business runs

Whatever always runs the same way in your business, you set up once: service specifications, service vehicles, interfaces.

Service orders straight from the service item

Create a service quote or order right on the service item card, with order type, service specification and bill-to customer. The worksheet shows all relevant information at a glance.

Manage warranty jobs with service specifications

A service specification holds customer, bill-to customer and work type, and a checkbox marks it as warranty. Assign it to a service order type, and every new order of that type starts with these values.

Location as service vehicle

Mark locations as service vehicles and keep track of spare parts and materials in your field service vehicles.

API for apps and external systems

Connect external systems and mobile apps through our API. Service orders, items, resources, and more – everything programmatically available.

Getting started with Beyond Service

Answers on rollout, copying documents and the mobile app.

How do I extend service management in Business Central?

With Beyond Service, an extension for the service area of Business Central. Among other things, it adds copying of service documents, text templates for fault and resolution texts, images on service items and service specifications.

How do I copy a service order in Business Central?

Open a new service document and choose Copy Document. Pick the source document and decide whether the header and the fault and resolution texts come along.

Can I combine Beyond Service with other Beyond apps?

Yes, Beyond Service can be combined with other Beyond apps. The apps are designed to work together optimally and complement each other.

Will my existing service orders be migrated?

Beyond Service extends the standard service functionality of Business Central. All existing data remains intact and is automatically enhanced with the new features.

How do my technicians work with Beyond Service on the go?

With Beyond Mobile Service, the native app for Android and iOS. It talks to your company directly through a dedicated Business Central API, with no middleware, and shows service orders, items and history on the device.

Let's talk about your service process

Tell us how a service order runs in your business, from the first call to the invoice. We'll show you where Beyond Service takes work off your plate.

Contact us now

Start the conversation.

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Try Beyond Service yourself

Install Beyond Service from Microsoft Marketplace in your sandbox and try it for 30 days with your own service orders.