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Installation & Service

Your customers want visibility into work orders and invoices.
Give it to them.

Connecta gives customers of installation and service companies their own workspace: work orders, service reports, warranty documents, and invoices - all in one place, directly from Business Central.

Installation & Service

Recognize this?

Installation and service companies work project by project. Customers have multiple touchpoints and after every visit want to know what was done, what it costs, and what is still open.

  • Customers ask afterwards for service reports they never received
  • Invoices for extra work cause discussions because supporting details are missing
  • Customers do not know whether an open service ticket has already been picked up
  • Warranty certificates and maintenance history are difficult to find
  • Follow-up appointments are missed because communication runs through email

In a service environment, transparency is not a bonus - it is the basis of trust.

One overview for everything around your service

With Connecta, you give customers a complete service environment. From the first work order to the final invoice, everything is visible, traceable, and clear.

Your service engineers focus on the work. Your customers always know where things stand.

What can your customers do on their own?

View work orders

Customers can see all completed and ongoing work orders, including what was done, by whom, and when.

Download service reports

After each service visit, the report is immediately available in the portal. No email needed.

Invoices with full context

Invoices are automatically linked to the related work order. Customers see exactly what they pay and why, preventing discussion.

Warranty and maintenance history

Customers find all historical service visits, warranty documents, and maintenance information in one place.

Appointments and planning

Planned service visits are visible in the portal. Customers are not surprised.

AI assistant for service questions

"When was my installation last serviced?" or "What is still under warranty?" The AI assistant answers directly from Business Central.

Why Connecta works for installation & service

  • Integration with work orders and service contracts in Business Central
  • Service reports and warranty certificates always available for the customer
  • AI assistant understands service terminology and customer history
  • Invoice linking per work order for full transparency
  • Secure login via 2FA or Microsoft Entra ID

More trust, less rework

We will show you in 30 minutes how Connecta strengthens your service organization. Free and without obligation.