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Field Service Management

Boost Your Business with Key Visibility and Accountability

Cut costs and save time with Service and Asset Management Optimization in Epicor Financials.

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Everything Simpler, Every Day

Service and Asset Management features of Epicor Financials continuously monitor and manage deployment, performance, and maintenance of company assets. Because when you keep assets and teams operating at peak performance, you can deliver premium service anywhere, at any time.

  • Get clarity into service-level agreements
  • Organize and manage outstanding warranties
  • Manage and maintain company assets
  • Exceed contractual assets
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Benefits

Faster Response Times

Enhance field productivity with Service and Asset Management. Deliver swift customer support, information exchange, and faster return processing.

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Instant Information

Real-time insights across all aspects of production—from inventory levels to machine performance—let your business pivot faster than ever. Swiftly make informed decisions, adapt to changing conditions, and forecast more accurately.

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Maintenance Mastery

Master maintenance requests. From planned prevention to last-minute repairs, easily manage all of your production assets in one adaptable planning system.

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Essential Features

Service Management

Manage in-house repairs and basic offsite installations and services with the Service Management capabilities of Epicor Financials.

Returned Material Authorization

Track returns and disposition processes across your organization using unique returned materials authorization (RMA) numbers that are part of the core module capabilities.

Maintenance Management

Manage maintenance needs by adding tools designed for maintenance request processing—including planned and ad hoc maintenance.

Case Management

Dig into field dispatch activities. Let field reps access online knowledge bases, customer service calls, warranty info, and service contracts with built-in case management tools.

Service Contract and Warranty Management

Quickly and accurately execute service contracts with automatic billing options for specific customer, products, or service terms. Rapid look-up function to easily track any agreement.