• Field Service Automation

    Field Service Automation helps manufacturers and service providers improve field service efficiency

    Streamline Service Operations

    Drive productivity, shrink response times, lower costs, and improve first-time completion ratios. The Epicor Field Service Automation solution connects your office and field staff with the information and processes they need to service customers more efficiently.

    • Integrate people and information to empower your workforce
    • Expedite and optimize scheduling and dispatch
    • Streamline the work order lifecycle
    • Manage contracts, warranties, and assets more efficiently
    • Gain real-time insight for operational improvements

    Epicor ERP Field Service Automation


    Scheduling and Dispatch Management

    Easily create schedules and track resource commitments to match tasks to the best available resources, to optimize service orders.

    Call Center

    Quickly capture service needs and access customer, site, and equipment information to shorten the time between call receipt and job assignment.

    Service Order Life Cycle Management

    View and manage service orders by custom criteria with color coding and icons that instantly indicate urgency and status.

    Contract and SLA Management

    Manage terms, billing rates, and service-level agreements, and maintain hierarchical relationships among customers and locations.

    Asset and Warranty Management

    Track warranties against assets, adhere to warranty stipulations, and provide field staff with visibility into terms and expiration dates.

    Resource Tracking and Performance Management

    Integrate personnel information into work assignments, automate crew calendars and timekeeping, and generate individual performance scorecards.

    Subcontractor Vendor and Customer Portal

    Provide customers and subcontractor vendors with self-service capabilities through integration with standard web services.

    Sales and Marketing

    Provide robust quoting capabilities in the office and field, and set up and track marketing campaigns, sales metrics, and goals.


    Configure to match your unique call center and field-based business processes—driving standardization, data capture, and usability.

    Inventory Management

    Track service stock at mobile and field locations, transfer stock, adjust inventory records, and effectively forecast material requirements.

    Bing Maps Integration

    Take advantage of Bing Maps integration to provide office and field staff with street-level mapping, route visibility, and turn-by-turn directions.

    Mobile Experience

    Complete work tickets, review service history, manage inventory, access customer pricing, and capture electronic signatures—any time, from any device.

    Learn more about Epicor Field Service Automation by downloading this fact sheet.

  • Connect With Epicor

    Tell us about your unique goals and challenges so we can show you why Epicor software is a better fit. Contact us by phone, chat, or email. If you’re an existing customer, please log in to EpicCare.

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