Projects & Field Service
No matter what industry you support, service-based companies operate in a complex environment. To keep up with the fast pace of business, you need a system with advanced capabilities to track the costs at the level of detail to provide you with control. Having the right tools to manage your financial systems, supply chain and employee scheduling positions you to service your customers well and deliver on your promises without sacrificing your profitability.
As a Gold Partner with Acumatica Cloud ERP, Microsoft Dynamics 365 Finance and Operations and Microsoft Dynamics 365 Business Central, we can make an expert recommendation on the right solution for your service business.
Clients First. Service Always.
Functionality that supports the way you work.
Project and service-based organizations need the ability to efficiently communicate with and receive customer work orders, assign jobs, track employee locations to prioritize jobs and manage job status in real-time. The Clients First Business Solutions team can work with you to add the functionalities you require to support your workflows and processes.
Financial Management
Project Cost Tracking
Service & Support Management
Scheduling
Time & Expense Management
Customer Resource Management (CRM)
Equipment Maintenance/Equipment Rentals
Sales Order Management
Complete Document Management
Inventory
Tailored Solutions. Remarkable results.
Improved Resource Management
ERP systems help you allocate and track resources such as personnel, equipment and materials efficiently. This ensures optimal utilization and reduces bottlenecks, allowing you to complete projects on time and within budget.
Enhanced Project Tracking & Reporting
With centralized project management tools, ERP software provides real-time visibility into project timelines, costs and progress. This allows you to make informed decisions quickly and address potential delays or issues proactively.
Streamlined Scheduling & Dispatching
For service-based industries, an ERP system simplifies scheduling and dispatching by automating task assignments and ensuring technicians or service providers are matched with jobs appropriately based on skills, location and availability.
Better Customer Management & Service Delivery
ERP solutions integrate customer information with service workflows, enabling you to deliver consistent, high-quality service. You can track service history, manage customer contracts and respond to inquiries more effectively, thus improving client satisfaction and retention.
Cost Control & Increased Profitability
By providing insights into expenses, revenue and inefficiencies, ERP systems help you reduce waste and control costs. Accurate billing, better inventory management and process automation contribute to higher profitability for your business.
Minimize Costs
Track and manage costs (including time, people & equipment) associated with all phases of your service projects.
Additional Features
- Scheduling, Dispatching and Call Center
- Route Planning
- Google Maps Integration
- Equipment Maintenance History
- Dashboards and Business Intelligence
- Inventory Management
- Track Project Costs
- Warranty Management
- Emergency Service Calls
- Service Contract Management
Giving you the power to adapt.
Experienced
Our team brings more than 200 years of combined service industry experience. You can count on our expertise to help optimize your daily business operations.
Flexible
No long-term contracts. You’ll only pay for the services you need.
Agile
Our lean, responsive team consistently delivers on strict or firm deadlines. We’ve completed Cloud ERP implementations in as little as 60 days.
Focused
We are singularly attentive to your long-term success. We want to help accelerate your innovation.
Customer Spotlight
Ready to take the next step?
With a comprehensive, flexible and scalable ERP solution, you’ll have everything you need to accomplish bold yet realistic goals and gain a competitive advantage. Find out what Clients First Business Solutions can do for you.