ERP-Integrated Field Service Management for Modern Service Operations
Plan, dispatch and invoice faster with field service management integrated with your ERP, inventory and finance systems.
Streamlined Operations that Boost Satisfaction
Receive clean, timely data for billing and margin analysis with mobile workflows that capture parts, time, photos, and signatures.
How We Do It
1
Case
Cases can be created through multiple channels, including smart wizard, customer portal, QR code scanning, email-to-case, and mobile app. All requests are centralized into one case queue, ensuring no missed enquiries, faster assignment, and full tracking visibility.
2
Quotes
Quotes can be seamlessly connected to your ERP system to automatically retrieve pricing, discounts, taxes, and currencies.
3
Work Order
Work orders are created via a smart wizard that guides users step by step from case or quote to execution, automatically inheriting tasks, schedules, and material requirements for accuracy and efficiency.
4
Tasks
Tasks are structured under cases and quotes for full visibility, and automatically activated and scheduled as work orders with step-by-step technician guidance.
5
Dispatch
Dispatch is integrated with real-time technician availability and scheduling, while calendar, map, and list views support flexible planning, route optimization, and efficient job management.
6
Mobile Execution
Equipped with tools like camera, notes and real-time ERP sync, technicians can efficiently execute jobs on mobile or tablet while ensuring accurate, transparent work order completion and reporting.
See it in Action
See how tailored apps and extensions function in real scenarios to make everyday tasks faster and easier.
AI-powered Field Service
- Predictive maintenance
- Smart scheduling and dispatching
Seamless Installation & Asset Management
- From product to asset
- Smart service logistics
- Real-time updates and adjustments
Maintenance
- Automated maintenance scheduling
- Real-time status updates
- Inventory and spare parts tracking
Service & Repair
- Resource management
- Automated workflows
- Seamless history
