What does it take for a client to feel comfortable with their services company? One, it requires thorough knowledge of the service companies can be profitable. Two, it requires expertise in applying accounting software to the needs of service companies operating in a complex environment. Enterprise resource planning software (ERP) partners must understand that today’s services industry is characterized by complex dynamics, excessive mobility, challenging climates, labor costs, staff shortage, economic uncertainty, and regulations. To overcome all these and stand out from the competition, professional service and field service companies need a reliable partner, such as Clients First.
At Clients First, we have a deep understanding of the services industry, since we are first and foremost a service company too. Service companies need an easy to use system with an agile combination of project management, financial tools, supply chain management, human capital administration, customer management, and accounting software functionality. Besides providing such systems, our professionals have extensive knowledge and experience in selecting and implementing appropriate ERP software products for the small to mid-sized to the enterprise client.
Important Functionality for the Professional and Field Services Industry
All modules are available on a mobile device:
- Financial Management (multi-company and currency)
- Project Cost Tracking
- Service and Support Management
- Scheduling
- Time and Expense Management
- CRM
- Equipment Maintenance and/or Equipment Rentals
- Sales Order Management
- Complete Document Management
- Inventory can also be important to the services repair company
Clients First is a Gold Partner for the following ERP solutions. This means you will get our expert recommendation on the right solution for your services business.
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Acumatica Cloud ERP
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Microsoft Dynamics 365 Finance and Supply Chain
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Microsoft Dynamics 365 Business Central
Since obsolete enterprise applications are not suited for the current information-intensive nature of this industry, we make available advanced IT solutions capable to take service companies to a whole new level. Regardless of whether a company controls global operations around the world or local operations Clients First industry experts carefully consider your business requirements and industry trends along with the latest ERP applications especially designed to meet a variety of needs and expectations before recommending a certain solution.
By integrating the most appropriate system into their business structures, service companies will garner accurate views of resources, capacities, and disruptions, which are essential to realize growth potential. Having a system capable to go beyond traditional enterprise resource planning is of utmost importance for a company struggling to achieve superior performance.
Providing comprehensive, flexible, and scalable ERP solutions embedded with all the tools necessary to accomplish bold goals and gain competitive advantage, Clients First is one of the best allies service companies can have, regardless of the tasks they perform and the industry sector within which they operate.
“…Mike Conti came to visit us and we were really impressed with him and well as the company in general and how they worked. We were really impressed with the amount of analysis they were willing to take into our company before just jumping in and starting with us. Clients First helped guide us through what the setups actually meant, we are able to support ourselves.”
Alicia Harper IT Manager – Check 6 International
Request a Free Consultation Regarding Your Services Business
Call us at 800-331-8382 or email us at info@cfbs-us.com.
