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What is Primus?

Efficiently running a business can present numerous challenges, particularly when relying on different tools and experiencing connectivity problems. We are committed to solving these issues for you. The enhanced connectivity will transform the way you communicate and collaborate with your departments and the entire organization. You can remain updated on ongoing projects through a user-friendly schedule that you can modify at your convenience. Imagine having immediate access to your financial forecasts and status whenever you need it. Checking your inventory will also be a seamless process. With 40 years of experience, we possess valuable insights, and we are excited to provide you with effective solutions tailored to your needs. By implementing these advanced tools, you will not only boost productivity but also strengthen the collaboration among your teams, leading to a more cohesive work environment. This investment in technology will pave the way for future growth and innovation throughout your organization.

What is Dynamics 365 Field Service?

Effectively addressing customer concerns on the initial interaction is crucial for maintaining satisfaction. Dynamics 365 for Field Service significantly improves this experience by ensuring transparent communication throughout the entire support journey whenever assistance is requested. The process begins with acknowledging the customer's service request and smoothly moves to providing details about the assigned technician, including their estimated arrival time, followed by updates after the service is completed, and a final confirmation once the issue has been resolved. By actively anticipating, recognizing, and tackling service-related challenges before they come to the customers' attention, businesses can ensure their operations are both reliable and efficient. Building customer trust and loyalty is achieved by equipping service managers and technicians with vital tools and information, allowing them to resolve issues swiftly. Furthermore, optimizing resource allocation and minimizing costs while facilitating excellent onsite interactions is accomplished by strategically deploying technicians exactly where and when they are needed, which guarantees a smooth service experience. This comprehensive strategy not only boosts customer satisfaction but also fosters operational excellence across various facets of the business, creating a win-win situation for both customers and service providers. Ultimately, a commitment to outstanding service helps in fostering a long-lasting relationship with customers.

Media

Media

Integrations Supported

AXtension Content Gate
AgriERP
Atfinity
Azumuta
BUILDFitters
Dynamics 365 Remote Assist
EasyTerritory
Ema
My DSO Manager
Obzervr
Rayven
Resco Inspections+
The Asset Guardian EAM (TAG)
mainsim

Integrations Supported

AXtension Content Gate
AgriERP
Atfinity
Azumuta
BUILDFitters
Dynamics 365 Remote Assist
EasyTerritory
Ema
My DSO Manager
Obzervr
Rayven
Resco Inspections+
The Asset Guardian EAM (TAG)
mainsim

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$95 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Basic Software Systems

Date Founded

1979

Company Location

United States

Company Website

www.basic-software.com/primus/

Company Facts

Organization Name

Microsoft

Date Founded

1975

Company Location

United States

Company Website

dynamics.microsoft.com/en-us/field-service/overview/

Categories and Features

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

Field Sales

Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management

Inventory Control

Allocation
Barcoding
Cost Tracking
Forecasting
Item Management
Order Management
Procurement Management
Reorder Management
SKU / UPC Codes
Serial Number Tracking
Supplier Management

Categories and Features

Field Sales

Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

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