Field Service ERP Software

We are independent ERP consultants specializing in field service ERP software selection and implementation. We do not accept compensation from any vendor or implementer, so our advice is entirely in your interest.

Not all ERP systems are created equal. There is a big variance in functionality for a specific industry and for the size of company. Small companies don’t need the complexity required for larger companies. There is also a big difference in the ERP vendors which can be:

  • Vendors with solutions for multiple industries. These systems are more complicated to setup because of all the industries they support.
  • Vendors that offer a solution for a specific industry.
  • Vendors that offer an extension developed by a 3rd party for a specific industry.
This page covers unique ERP requirements for the field services industry, a field services industry ERP software comparison across leading systems, and the ERP consultants and implementers that specialize in this space. If you would like independent guidance on which direction is right for your company, we would be glad to help.
180 Systems_Field Services

ERP Requirements for the Field Services Industry

Field services companies operate with requirements that generic ERP systems rarely support out of the box. The list below reflects what a purpose-fit system needs to handle:
180 Systems-Field Services

– Service call date and time stamping
– Escalations if work not done on time
– Track service history by serial no.
– Generate quote for customer
– Generate work order
– Generate invoice for work done and inventory used
– Scheduling by manually assign resources
– Scheduling by automatically assigning resources based on skills and availability
– Self-service by client including checking status, logging problems and access to information to resolve problem

Compare Field Services ERP Software

Compare Field Services ERP software by scrolling down and across to see their applications/modules, number of customers, underlying technology and critical generic requirements.

Click to filter by Tier, System, Application, Industry, Criteria Category and Criteria Detail.
Tier
System
Compare Criteria
Product Information
System
Vendor
Description
Website
Primary Tier
Industries
Applications
Developer Information
Number of customers - all products
Number of customers - this product
Technology
% of application that is web based (just need a browser on workstation)
On premise, cloud or hybrid
Private or Public Cloud
Tenant Architecture
Generic Requirements
Customization/Configuration
Without changing source code
User-defined fields
  • Can define values/dropdowns for fields
  • Used in report selection and ordering
  • Used in workflow
User defined screens
  • Change fields to required, optional or invisible for standard and user-defined field
Multiple Companies
Share inventory across companies
Share customers and suppliers across companies
Automate balancing of transactions across legal entities
PO of 1 company automatically generates the sales order in another company
Multiple Currencies
Maintain source and home currency amount for each transaction
Date effective currency exchange rates
Work Flow
Can apply an approval process to any transaction such as a journal entry or any master file such as a supplier or inventory item
Can generate alerts/escalation if something expected is late or reminders
Configurable approvals or alerts without needing programming
Mobility
Optimized for Android and iPhone
Offline mode and synch when internet connected
Sales tax compliance
Canadian sales tax compliance
US sales tax compliance
Reporting/Business Intelligence
Reporting
Industry standard reporting tool and can change existing reports or add new ones
Ad-hoc reporting (don’t need a programmer) with filtering, sorting and summarizing options
Dashboards
Based on real time updates from all transactions
Role specific
Configurable dashboards - don't need to be a programmer to create or change dashboard
Analytics
Drag and drop dimensions
Visualization/graphic representation of data

ERP Implementers for Field Service Companies

Drill down for information about implementers of Field Services ERP Software including number of employees, systems supported and industries supported.

180 Systems conducts dozens of ERP selections every year. With our deep knowledge of field service ERP software, we will help you find the right system for your company and the right implementation partner to deliver it.
180 Systems-Field Services

Why Companies Choose 180 Systems as Their Field Service ERP Consultant

180 Systems Differentiators

1. Independence

We are independent ERP consultants and do not accept any compensation from vendors or implementers.

2. Requirements Analysis

Our analysis is mostly based on business process reviews rather than generic requirements checklists.

3. Strategic alignment

We identify requirements to attain critical success factors (CSFs) and use KPI’s to measure attainment of CSF’s as objectives for an ERP implementation.

4. Field Services ERP Experience

We have extensive experience in Field Services ERP software selection and implementation with testimonials below.

5. Methodology

We have a documented best practice methodology with numerous proven templates to manage ERP selections and implementations.

6. Efficient

We don’t waste anyone’s time. For example, ERP vendors are asked to only respond to critical requirements in an RFP with the goal of 20% of requirements deemed critical.

7. Cost

Our fees are low because we have little overhead, and don’t exceed a maximum unless there is a change in scope and it has been approved.

8. Trusted Advisors

Our clients know that we will always act with integrity and honesty.

Testimonial

From clients we’ve helped with Field Services ERP Software Selection and/or Implementation

We had a really good experience in the selection process and was impressed with the methodology and their experience. 180 Systems provided an objective view to compare software solutions.  Michael was really good, no nonsense, he pushed people that had to be pushed, asked the right questions. On the implementation side, Alex was especially good, well-spoken and well-prepared, and he was highly regarded by our management team.  He did a good job of managing prioritizing tasks, and keeping us on track when necessary.
Michael Costello, CFORamudden
We really liked working with 180 Systems.  Alex was very thorough, stayed on top of things and was always responsive.  Alex is very personable, and is always available when we need him.
Eileen Grabell, ControllerSid Grabell Contracting
Michael was good, very thorough. He assessed problems with a botched implementation of a system, and put together a benchmark for rating requirements for a new system. He advised us on our legal rights related to the problems with the original implementation, and assisted us with gathering information and ranking the various vendors. He was able to filter the ‘smoke and mirrors' that the vendors presented.
Bruce Morrison, C.A., Executive Vice President & Chief Financial OfficerStronco
180 Systems is very professional, very competent, and we have nothing but great things to say. In fact if anything, I remember Michael suggesting using Pat for implementation support during the system selection phase. We eventually did follow his recommendation, and perhaps should have listened to Michael a little more from the early days. We were doing our own implementation, then we encountered methodology problems, and we felt we were losing it a little. Michael reminded me that Pat was available, so Pat came on board to do a health check, interview team members, provide documentation, and give executives a list of gaps and recommendations. At that point we convinced Pat to stay with us and continue to be engaged, "owning" the project on a part time basis. With her assistance and leadership we've been able to get back on track, largely thanks to Pat.
Celso Mello, Chief Information OfficerReliance Home Comfort

Resources to Support Your ERP Journey

For the Love of Scheduling, and Other Affairs in Field Service (3)

For the Love of Scheduling, and Other Affairs in Field Service

Scheduling in field service always starts with good intentions....

The-Canvas-Behind-the-Field-Service-Showpiece-1

From Shadows to Structure: The Canvas Behind the Field Service Showpiece

Field service looks simple from a distance...

180-Systems_ERP-Software-Implementers-Selection-Tool

ERP Software & Implementers Selection Tool

You can filter ERP software by application, tier, and industry...

Frequently Asked Questions: Field Service ERP Software

What is field service ERP software and why does the industry need a specialized system?

Field service software is an enterprise resource planning system built or configured to manage the specific operational requirements of companies that dispatch technicians, manage work orders, and track assets in the field. Unlike generic ERP systems, a purpose-fit field service industry software manages dispatching and scheduling, mobile work order management, preventive maintenance, service contract billing, and parts inventory in a single platform. Without these capabilities, field service businesses typically rely on disconnected tools that make it difficult to track technician productivity and job profitability in real time.

What are the key ERP requirements for field service companies?

The most critical requirements for field service software include work order management, dispatching and scheduling, mobile field management for technicians, preventive maintenance scheduling, service contract and warranty management, parts and inventory management, and real-time financial reporting by job and technician. Requirements differ significantly depending on whether your business focuses on HVAC, electrical, plumbing, elevator maintenance, or other specialty trades.

How do I choose between a field service-specific system and a general ERP with field service modules?

Field service-specific systems typically handle dispatching, mobile work orders, and preventive maintenance better out of the box. General ERP platforms with field service modules offer broader financial and operational functionality but often require significant configuration to support field-specific workflows. Independent ERP consultants can help you evaluate both options based on your operational requirements, without a preference for any particular vendor.

How much does field service ERP software cost?

ERP and field service software costs vary significantly depending on the number of technicians, dispatch complexity, service contract volume, and deployment model. Implementation, data migration, and technician training typically represent a significant portion of the total investment beyond licensing fees. For a realistic breakdown of what to budget for, read our article on ERP Total Cost of Ownership (https://180systems.kinex12.com/article/erp-costs/).

Why should field service companies use independent ERP consultants rather than going directly to a vendor?

ERP vendors and their implementation partners are motivated to sell their own solution. Independent ERP consultants like 180 Systems do not accept compensation from any vendor or implementer, so the advice you receive is based entirely on your operational requirements. This matters especially in the field service industry, where vendors frequently oversell mobile and scheduling capabilities that require significant customization to work correctly for your specific trade and dispatch model.

Help is just a click away

Contact us for independent advice on whether and how to replace or optimize your field service software.