5 Ways Field Service Companies Grow with Cloud ERP (Part 2)

Written by Gregg Mercede | Jan 21, 2022 12:19:37 PM

Like many other field service companies, your organization likely relies on a combination of legacy applications to manage your business. 

While these aging systems can still get the job done, they are often poorly integrated, which creates data silos. This siloing means that your various applications are not effectively sharing information, which can hinder productivity and diminish profitability.

Cloud-based ERP software offers a more comprehensive solution that provides you with everything you need to manage your field service business. Cloud-based alternatives not only perform better than legacy solutions, but they are extremely cost-effective as well.

If you are seeking a way to grow your field service company, cloud-based ERP software is the clear answer. In part 1 of our post, we discussed maximizing the utilization of resources, improving inventory planning, and more. Here are 5 more ways cloud ERP can help your field service company grow:

1. Optimize Equipment Management

Equipment management is integral to the success of any business, but especially those operating within the field service industry. As you know, field service companies must manage not only their own vehicles and equipment but also the assets that are assigned to customers. 

Cloud ERP software provides you with access to flexible workflows and custom fields so that you can configure the system in accordance with your company's needs. You can use it to manage vehicles, customer equipment, and any other resources that your company owns. 

By improving equipment management practices, you can ensure that all assets are carefully maintained. This approach reduces the cost of ownership and increases the equipment lifecycle. 

2. Improve Customer Support

The reputation of your brand hinges on your ability to provide excellent back-office support and prompt field service. ERP software aids your efforts to build a quality brand reputation by providing you with several customer relationship management tools. 

For example, ERP solutions allow you to distribute automated communications to your clients. You can use this capability to send out appointment reminders, notify them of impending warranty renewal deadlines, and provide invoices. 

In addition, Acumatica’s cloud-based ERP software includes self-service capabilities. This design means that your customers can access vital account information on-demand. By providing clients with self-service tools, you can also reduce the workload on your staff. 

3. Streamline Contracts and Billing

Perhaps the most beneficial feature of ERP software is its contract management capabilities. With the right software in your corner, you can easily create and manage recurring service contracts. You can also implement automated billing processes to simplify the payment process and preserve your revenue stream. 

When coupled with the self-service capabilities of ERP software, these contract management tools will ensure your clients can always access vital billing information. They can review the renewal date, update payment information, and more. 

4. Access Actionable Data

The real beauty of cloud-based ERP software is its ability to provide you with actionable intelligence. ERP technology gives you access to this data by facilitating seamless integrations between all of your various programs and tools. 

At the touch of a button, you can access key performance data and gain valuable insights about the health of your organization. You can use this abundance of information to improve internal processes and enhance profitability. 

5. Increase Mobility

Field service technicians must be able to access data from anywhere in order to work effectively. However, legacy systems are just not capable of efficiently handling a high volume of remote traffic. 

With cloud ERP software, you can give your technicians the power to work from anywhere with any internet-enabled device. They can effectively communicate with vendors, customers, and other team members in order to complete projects on time and within budget. The end result is a more efficient and productive workforce.

Check out our walkthrough of a field service appointment in Acumatica. As a field service employee, find the appointment, get driving directions, start the appointment, pull an inventory item from the truck, make service changes, track your time and have your customer sign on the mobile device.

 

Get the Full eBook: 10 Ways Field Service Companies Grow with Acumatica

Eliminate the greatest obstacles to profitable growth by managing field service operations with a cloud ERP platform. Read our eBook, 10 Ways Field Service Companies Grow with Acumatica, to learn how to:

Maximize usage of your technicians, equipment, and fleet.

Get to jobs faster by optimizing routes.
Take the headaches out of managing warranties for parts and service.
Deliver best-in-class services that delight your customers.
Get the insights you need to grow your business strategically.
 
Click here to get the full eBook today. 
 

Fuel New Growth with Acumatica and Cloud 9 ERP Solutions

Though many companies claim to work with field service firms, it’s all about finding the one who can deliver for your specific business needs. Few solutions exist today that can handle both the financial, dispatching, purchasing, and inventory management needs of companies like yours, and even fewer partners know how to deliver such a solution.

At Cloud 9 ERP Solutions, a Gold Certified Acumatica Partner, we have worked with companies like yours to configure and deliver Acumatica Cloud ERP, a product ready and able to handle your challenges.

If you want to grow your field services company by leveraging the power of Acumatica Cloud ERP software, contact Cloud 9 ERP Solutions today. Watch our Acumatica Field Service demo to learn more.