ERP, dispatching, etc. for field service and construction

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August 25, 2022

by a searcher from Hillsdale College in New York, NY, USA

Who has experience selecting / implementing an ERP for a field service company? It's complicated by the fact that the target we are looking at has both long projects (often municipal) and very short one-day service calls. They are currently using QuickBooks, which won't work for the long run growth we're planning.

I'm not familiar with any single system that seamlessly links revenue recognition, invoicing, inventory, project-level expense tracking, and service dispatching all in one place, so I'm trying to estimate in our diligence what the cost will be to implement all of that (currently done mostly manually). ERP is one part of it, but there are a lot of moving pieces if we want to really modernize processes. I'd love to be able to bring a perspective on a potential full stack even if the management team decides to do it one piece at a time. Will not be the last portco where this is an issue.

If you know any good systems we should consider, please comment. If you know a lot about this topic, then I would love to schedule a call. Thanks in advance, everyone!

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Reply by a searcher
from The University of Texas at Austin in Seattle, WA, USA
I'm interested in this as well. I'm currently using several different tools to manage my home services company. We use Service Monster for scheduling and invoicing. We use Quickbooks for financial reporting. We use WhenIWork to schedule employees. We use Monday.com for operational reporting and various project management chores. We've tried several customer communication tools to manage email, SMS, social media, and phone calls. We use Zapier to tie it all together as much as possible.
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Reply by a searcher
from Stanford University in San Francisco, CA, USA
Feel free to reach out. Former Fortune 100 executive in real estate development and SME that wrote green building standards. There's plenty to choose from and tailor to your exact needs.
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