ERP Checklist for Field Service Companies

Providing first class equipment care and maintenance is top priority for field service organizations. Repairs, preventive maintenance and warranty work require specific skilled resources deployed in an efficient manner. The ultimate tool that an organization can use to meet this goal and thrive in a highly competitive environment is an ERP system that incorporates the tools necessary to identify and schedule the right resource.

Finding the right field service management software is not a random process. It takes research to find the best field service software that works for your specific needs. Acumatica, a leading ERP provider for field service organizations, has compiled a helpful field service management checklist: Top Seven Things to Look for in a Field Service Management System.

The importance of field service management software

Acumatica’s Field Service Edition integrates management and accounting systems, automates your scheduling/dispatching systems, allows real-time updates via mobile applications, streamlines your processes. The checklist explores the details of these benefits and discusses the seven most important areas to consider when deciding which field service software is the best fit.

Below are three of the seven most important factors in your decision-making:

Scheduling and Dispatching – get the right people to the right location at the right time, balance scheduled appointments with emergency calls,

Mobile Technology – enable a service team to receive and deliver real-time information from a variety of mobile devices, including equipment service history and electronic work order signature

Flexible billing – create invoices according to contract terms

Analytics, integration with back-end systems, inventory management, and installed equipment tracking round out the top seven things to pay attention to when reviewing your billing software options.

Increased efficiency & customer service= higher profitability

At abs accounting business solutions, our main objective is providing our customers with tools they need to make informed decisions, including selecting the right software. Contact us to discuss how the right field service management software can benefit your bottom line.


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