EpicorĀ® ERP Field Service | Tomerlin-ERP

Epicor Field Service will automate dispatching technicians to the field

Epicor ERP Field Service Management


The Field Service Management module in Epicor ERP 10.2.100 is for companies which send their employees/technicians into the field to install, service, or repair systems or equipment. The Field Service module will enable you to schedule and dispatch your field service personnel. Epicor ERP 10.2.100 will automate dispatching technicians into the field. Additionally, the Field Service module can be used to manage field service contracts, service calls, and warranties.

The Field Service module is fully integrated with CRM, Case Mgmt, Job Mgmt, and Scheduling.

The features of the Field Service modules include but is not limited to the following:

  • Ā  Service contracts.
    • Assign to individual parts or product groups.
    • Warranties can be extended with a service contract.
  • Service contracts.
    • Service contract can be updated by adding or removing items.
    • Service contracts can be renewed and quotes can be created for customer renewal approval.
    • Service contract can be invoiced.
  • Labor hours and material charges.
  • Misc charges can be added to a field service job.
  • A subcontract operation can be added to a field service job.

Mobile Field Service

This aspect of the field service module enables the following:

  • Process work orders in the field.
  • Entering and tracking labor, inventory, materials, and equipment.
  • Incorporates safety, quality assurance, and customer approvals.
  • Real time updating of work orders.
  • Works both online and offline.

Case Management

The Case Management module is fully integrated with Field Service.

  • Contact management.
  • Communications.
  • Traceability.
  • Social Service.

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