Carbon & Finch Sales and Service Mobile App
Why Choose Carbon & Finch Sales and Service Mobile App?
By adopting the Carbon & Finch Sales and Service Mobile App, your business will leverage cutting-edge technology to enhance operational efficiency and customer engagement.
Say goodbye to cumbersome paperwork and hello to a digital solution that offers both robust functionality and ease of use.
Join the mobile revolution today and take your sales and service operations to the next level!
Getting Started
Easy Setup and Login
Download the app from the Windows Store, configure it with your Dynamics AX credentials, and log in with a secure, encrypted password.
System Requirements
Requires Microsoft Windows compatibility as per the latest supported versions. Ensure your device settings optimise battery use to enable continuous operation.
Manufacturing Companies
Especially those that manage a large inventory of products and frequently deal with service orders and customer management.
- Inventory Management: Track inventory levels in real-time, manage stock across multiple locations, and automate reorder processes.
- Service Management: Handle maintenance and repair requests for machinery and equipment efficiently by scheduling service calls and dispatching field technicians with all the necessary information available on their mobile devices.
- Customer Orders: Process and update customer orders on-the-go, improving response times and customer satisfaction.
Retail Businesses
Particularly large-scale retailers with multiple branches who need to manage stock and customer service efficiently across various locations.
- Customer Service: Use the app to quickly respond to customer inquiries, manage returns, and handle complaints effectively.
- Product Management: Maintain up-to-date product information, stock levels, and pricing to assist sales staff in providing accurate information to customers.
- Order Fulfillment: Manage the entire order fulfillment process from order taking to delivery, directly through the mobile app.
Field Service Providers
Companies that offer services requiring field operations, such as repairs and maintenance, would find the mobile app's features particularly useful for managing tasks remotely.
- Remote Job Management: Assign, track, and update job statuses from anywhere, providing field workers with all the details they need to complete service tasks.
- Client Account Management: Access client histories, service requirements, and previous interactions to provide personalised service.
- Time Tracking: Log hours spent on each job for accurate billing and payroll.
Healthcare Equipment Suppliers
Companies that supply and service medical equipment could use the app to manage installations, maintenance, and emergency repair services.
- Equipment Installation and Servicing: Schedule and track installations, routine maintenance, and urgent repairs of medical equipment at various facilities.
- Compliance Tracking: Ensure all services and equipment comply with industry standards and regulations.
- Inventory Control: Manage inventory of critical spare parts and supplies to prevent shortages.
Construction and Engineering Companies
These companies can manage project-based orders, service requests, and field reports directly from the construction site.
- Project Management: Oversee project progress, from initial bids to completion, ensuring all materials and manpower are available as needed.
- Site Reports: Generate and access site reports for quality control, compliance, and client updates directly from the field.
- Resource Allocation: Assign equipment and personnel to specific tasks and monitor usage and productivity.
Automotive Industry
Auto manufacturers and dealerships that need to manage parts inventory, service appointments, and customer follow-ups efficiently.
- Service Appointments: Schedule and manage service appointments, provide updates and reminders to customers, and track service histories.
- Parts Inventory: Manage parts inventory efficiently to reduce downtime and ensure parts are available for scheduled services.
- Warranty Management: Track warranties for parts and services, handle claims, and provide customers with warranty information.
Technology Companies
Companies that provide IT and technology equipment services, including installation, maintenance, and troubleshooting support.
- Support Tickets: Manage support tickets, prioritise issues based on severity, and dispatch technicians with the right skills and tools.
- Client Configuration Profiles: Store and access configuration profiles and service histories to quickly resolve issues and deploy solutions.
- Service Level Agreement (SLA) Management: Monitor compliance with SLAs to ensure timely service and maintain customer satisfaction.
Telecommunications Companies
For managing installations, service calls, and customer interactions regarding various telecom services and products.
- Installation Scheduling: Manage schedules for installation of services such as internet and cable, ensuring technicians have the right information and materials.
- Maintenance and Repairs: Quickly respond to outages and service disruptions, dispatching teams efficiently to minimise downtime.
- Customer Interaction: Record and access customer interaction history to provide a personalised experience and resolve issues promptly.
Utility Service Providers
Water, gas, and electric companies could use the app for managing service orders, routine checks, and emergency response services.
- Routine Checks: Plan and record routine maintenance checks for equipment and infrastructure, using the app to guide tasks and record findings.
- Emergency Services: Manage rapid response teams for emergencies like leaks or outages, with real-time communication and status updates.
- Regulatory Compliance: Document compliance with regulatory requirements for audits and reports.
Hospitality Management
Businesses in the hospitality sector could utilise the app for equipment service management and customer service operations.
- Equipment Service Management: Manage maintenance schedules for hospitality equipment such as kitchen appliances and HVAC systems to ensure they are always operational.
- Guest Services: Handle guest requests and issues quickly, logging each interaction for quality assurance and future reference.
- Operational Efficiency: Use the app to manage staff tasks, schedules, and availability, ensuring smooth operations across the facility.
Carbon & Finch Sales and Service Mobile App Pricing
We offer various pricing options tailored to your business needs. For detailed pricing information and to get a quote, please contact our sales team. We’re here to help you find the right plan that fits your requirements.
Download the app from the Windows Store, enter your Dynamics AX credentials, and follow the prompts to configure your settings.
Absolutely. The app allows you to continue working even without an internet connection. Any changes made will be saved locally and synced once you are back online.
We provide comprehensive support through troubleshooting guides, FAQs, and direct contact with our support team for any unresolved issues.
Currently, we do not offer a trial version. However, you can request a demo by contacting our sales team.
Security is our top priority. All data is encrypted, and we ensure robust protection for your information at all times.