Exceed customer expectations and boost loyalty with next-level field service management. Epicor Field Service Management helps you do more with your limited time, tools, and technicians.
Level up your field service operations with Epicor Field Service Management (FSM). Speed up billing cycles, elevate customer service, and seamlessly schedule the right technicians at the right time. With back-office and job-site details handled effortlessly in the cloud, you can focus on growing your service and installation business.
Benefits
From initial request to billing for a job well done, FSM has you covered every step of the way. The user-friendly customer interface gives your staff easy access to all the essential tools, like service scheduling, dispatching, technician tracking, contract management, and flexible billing capabilities.
Get a clear view of everything from the big picture to the smallest details of your operations, resources, techs, and schedules. With a user-friendly mobile interface, IoT machine connectivity, and configurable real-time updates, you’ll always have a single source of up-to-the-minute truth.
FSM integrates directly with your ERP, giving you the extra tools and features you need to master field service delivery and maximize service revenue. Now your staff can handle important tasks like dispatching, scheduling, billing, and traceability without switching between multiple applications.
From last-minute cancellations to unexpected shipping delays, dispatchers know to expect the unexpected. So when the job keeps them on their toes, make sure they have what they need at their fingertips—like customer data, service history, and technician availability. Easy access to the right information not only saves time, it also leads to better decisions and happier customers. Plus, an intuitive calendar interface with multiple views makes scheduling—and rescheduling—a breeze.
Epicor FSM makes it easier than ever to manage complex contracts. You can connect any contract to a specific time period, location, equipment list, or any combination of these. Plus, you can manage service activities and equipment for multi-location customers with blanket contracts. The best part? Billing for your contracts and related services is automated, so you can focus on getting the job done and meeting those service-level agreements.
FSM runs in the cloud and is completely mobile-enabled. All users access the same data in the central database, so everyone sees updates in near real-time. Equipment installers, facility engineers and service technicians can operate the easy-to-use system on any mobile device or laptop.
To keep customers happy, you need to send the right person for the job every time. FSM helps you keep track of qualifications, skill sets, and certifications of technicians, so you can match the right resource to every job. You can also generate reports to see how your technicians are performing, including how efficiently they're using their time and if they're sticking to budgets and job estimates.
No need to enter the same cost information again and again for every work order. Save time and effort by configuring FSM to automate and validate work orders using default and calculated values. Plus, keep tabs on profitability at the work order, contract, or project level. You can even monitor your technicians' utilization rates and track costs against your budget in real time.