ERP for technical service firms : one flow from request to close.
A service request is opened, sorted by priority, assigned to a technician and closed from the field. Parts used draw down from stock, and customer history builds up on the card.
What changes in this sector?
No request gets lost
Every request is numbered; open, assigned, in progress and completed statuses are tracked with timestamps.
Urgent work surfaces
Four priority levels order the list; an urgent fault never sits behind routine maintenance.
Parts and asset tracking
Spare parts used in service draw down from stock; the measuring devices on a technician are tracked in the asset module.
Modules enabled in this sector.
The same 13 modules are set up differently per sector. These are the ones most often enabled here.
Field Service
Service request, technician dispatch, mobile forms and customer signature.
CRM
Customers, activities, opportunities and sales pipeline.
Asset Tracking
Which device went to whom and when.
Manufacturing
Bill of materials, work orders, stock and cost.
Payments
Advances, expenses, collections and due date tracking.
Quote Management
Combine service, product, configured and manufactured items in one quote; generate a PDF, route for approval, convert to contract.
Live in one week.
Discovery call, data migration, permission setup and training — five business days.
Discovery call
We listen to your processes and decide which modules to enable.
20 minutesData migration
Your existing Excel records are migrated into the system.
1–2 daysPermissions & flow
Approval chains and policies are configured.
1–2 daysTraining
Two live training sessions and go-live.
1 daySoftware for technical service firms
The core problem of technical service work is not knowing where a request is stuck. A fault reported by phone is written in a notebook, the technician is directed verbally, and the customer calls again to learn the status. As the number of requests grows, this method becomes unsustainable.
Request, assignment and status flow
In the field service module every request is numbered and moves between open, assigned, in progress, completed, closed and cancelled statuses. Every transition is timestamped; how long a request waited and who it stalled with can be queried later.
Priority management
When an urgent fault and a routine periodic maintenance sit in the same list, ordering is left to personal preference. When low, normal, high and urgent levels are defined in the system, urgent work is kept from falling behind.
Parts, assets and billing
Not recording the spare part used in service breaks both the stock count and billing. With the product and stock module, part usage draws down from stock; the measuring devices on a technician are tracked in the asset module.
Frequently asked questions
Can technicians use the system from the field?
The system is accessible from a mobile browser; a technician can view a request and update its status.
Can periodic maintenance be scheduled?
Periodic maintenance requests can be opened and assigned to teams; customer-based history builds up on the card.
Is spare-part stock tracked?
Yes. Used together with the product and stock module, parts used in service create stock movements.
How is post-service billing handled?
Parts and labor line items used in service can be pushed into the quote/billing flow.