ERP Mobility Solutions for Field Service Businesses

Sure, it might be annoying seeing someone on their mobile devices while they walk down the street or talking loudly while drinking a coffee. But for businesses that use field service technicians, that mobility is a critical component to success. With a cloud-based enterprise resource planning (ERP) solution, it can provide field service technicians anywhere, anytime access to business-related information

ERP Mobility & Field Service Businesses

ERP software allows businesses to manage their entire business—from their finances, supply chain, employees, field service technicians, and customers—from one central, cloud-based point of control.Because ERP solutions are cloud-based, all of that data is located in remote servers and accessed through the Internet. It’s not stored on the remote employee’s actual mobile device. This means they can access all of the information they need to do their jobs efficiently and effectively, from anywhere, at anytime, on any mobile device. Not only does this save time and money, but it increases productivity. Remote workers no longer need to call the office, hope the right person is available to get the answers they need, or wait until someone calls them back.

With an ERP solution, uniquely tailored to small- and medium-sized businesses, all a field service technician needs to do is swipe their finger on their mobile device to find all the information they need.Cloud-based ERP also helps increase data accuracy and manage the workforce in real-time. The field service management software records when a field service technician reaches their job, with the mobile device relaying GPS data to record the location of the appointment.The remote technician can record which inventory they used to perform the service, which gets updated, in real-time, providing the accounting and finance departments with all the information they need to create a bill. It also tells the purchasing department what inventory is on hand and what needs to be ordered.When the job is completed, the field service technician can take pictures on their mobile device for reference and upload it. Getting paid for a job is easy too. The customer simply needs to record their signature on the mobile device, and, if they like, the technician can email or print them a copy of the receipt.Customers also benefit from a cloud-based ERP like Taskflow Pro. Because the project management solution is in the cloud, it gets updated in real-time. Once the project is completed, the technician knows where their next job is and how long it will take them to get there.Gone are the four- and even eight-hour windows that customers are told to leave open for the eventual arrival of the technician. The arrival window can be pinpointed to the hour.Thanks to Taskflow Pro, a field service technician arrives at their next job when promised, with the right inventory, and finishes on schedule. The end result? An improved customer experience, higher retention, and better reviews.

Improve Field Service Operations with TFP Canada, Powered by Taskflow Pro

TFP Canada, powered by Taskflow Pro, connects field service technicians, inventory management, customer service, GPS, accounting, and billing, all in one easy workflow.Taskflow Pro was designed specifically with small- and medium-sized businesses in mind. And it’s perfect for growing businesses. Because Taskflow Pro is located in the cloud, workflow automation is entirely scalable and changes with the needs of the company. You don’t need to purchase expensive hardware, hire additional IT staff, or purchase expensive service plans.To learn more about TFP Canada and how our cloud-based enterprise resource software can help automate your business and reduce costs, contact us at 647-612-3300 or by email at sales@tfpcanada.com.