Field Services

ERP Advisors Group (EAG) is one of the top independent enterprise software advisory firms for Field Services.

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Field Services is not a traditional industry — most firms consider themselves part of some other larger industry segment. However, field services software ecosystems are unique, which makes finding out-of-the-box solutions difficult.

When firms with a field services component go straight to the software market, they can quickly be disappointed with the viable vendor offerings they find. With our advisory approach, we get to understand the field service company’s unique business requirements. With this in hand, we find not only the right footprint for their software but the right third-party add-ons, along with the very best implementation partners who are experienced with field services requirements.

ERP Help for Field Services

ERP Advisors Group enlists consensus across a field services company by defining requirements, setting their software strategy, providing a roadmap for future acquisitions, conducting a diligent vendor selection process and managing the entire implementation.

Develop the ERP Strategy for Your Field Services Company

We will define your define your software needs and wants as well as how you would ideally use new automated solutions across for your field services company, whether you are working on telecom, plumbing, HVAC services, infrastructure management, deliveries, installations, warranty maintenance and repair, construction, security and AV integrations, etc.

Select New Field Services Software for Your Organization

We will guide you through selecting the best-fit, most cost-effective business applications and implementation partners to best automate and streamline the estimating, quoting, sales order, work order, job creation, invoicing, customer support, dispatch, scheduling, time entry, inventory management and expense management processes.

Implementation Project Management

After finalizing your ERP software and services contracts, EAG stays with you to oversee your service firm's implementation until they successfully go live.  We will oversee integrations, data migration, change management, budgets, design and configuration, walkthroughs, training, testing, go-live cutover and will provide executive and project sponsor support throughout the duration of your project.

Data Migration

We assist with all components of data migration: extraction, cleansing, transformation and loading into your new system to ensure you have complete confidence in the accuracy of your data at go live.

Why Field Services Companies Seek ERP Upgrades

Surveys across all of our field services clients reveal the most common reasons why they need new ERP to automate their business:

  • Legacy systems require manual intervention which can cause unnecessary challenges or miss out on important efficiencies that could assist workers and customers.
  • Lack of integration between legacy ERP and field operations.
  • More time is spent capturing, preparing  and manipulating data then analyzing it for insights or planning better execution.
  • Lack of real-time per project analytics, reporting and roll up by area.
  • Lack of visibility into exact data management needs to understand workforce, projects, budgets, etc.
  • Inability to capture and access detailed customer, job documentation, job history (i.e., customer data, field notes, job site, and safety information, etc.)
  • Unable to schedule and dispatch field workers – need intelligent, flexible scheduling and dispatching capabilities to efficiently manage field workers.
  • Invoices for projects and payroll must be imported into the system creating duplicate work.
  • Disconnected communication between back-office workers and customers. Need direct and contextual communications that help field workers remain productive, or help the organization and customer base remain informed.

Dave’s expertise in data manipulation and consolidation was excellent. I felt as though my working relationship with Robert and Dave to be very good and I appreciate everything they have done. I did not always know the answers, but Dave would provide prototype files and clarify the information and structure being reviewed. They guided us rather than us having to evaluate and digest the extensive information ourselves.

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Why You Should Hire ERP Advisors Group

We are 100% independent ERP consultants, and we never take commissions or payments from any vendors. Combining our objectivity with our white-glove selection process, you will be absolutely certain that you are selecting the right software and implementation resources.


Our field services clients are already very busy with their servicing their own clients and do not have time to become ERP experts.  Though your key people still have to devote some time to an ERP initiative, hiring an ERP consultant frees them up to make the important ERP decisions while staying focused on their day job.

Complex Business Processes

The more complex your business, the more likely for difficulty when selecting and implementing software.  ERP Advisors Group will help you uncover your true needs and will only vet the most viable options for your size, requirements, resources and strategy.



Best Practices for Your Industry

We will create your requirements document and demonstration script with your field services industry best practices in mind while retaining what is unique to you, leaving out the manual workarounds.


Change Management

Some field services companies hire us to help when they suspect they need a business case for new software.  ERP Advisors Group helps stakeholders buy into what is best for the company by getting their input at multiple stages throughout the Needs Analysis, Software Selection and ERP Implementation.


Vendor Demonstrations

A frequent complaint we hear from prospects who tried to select field services ERP on their own is feeling confused about the software's capabilities.  We get vendors to show your requirements during their product demonstrations.  This ensures you feel confident about selecting the best products that can meet your needs.

Contract Negotiations

We negotiate tens millions of dollars of deals every year for our clients.  We provide contracts review on all terms and conditions, including software and services and every agreement embedded throughout the contract.  Our clients receive price protection for many years to come on their purchase.  While we don't guarantee it in writing, we normally save our fees on this step alone


How to Know If You Need an ERP Upgrade - Free Download 

Benefits to Upgrading Your ERP Software

ERP Advisors Group's Needs Analysis will uncover the benefits your company would realize with an ERP software upgrade.  Some of the most common benefits your field services company will realize include:

  • New system reviews, reports on and supports all fields operations, service delivery, and overall workforce.
  • New ERP is mobile-friendly, interface advanced, offers scheduling and route tracking, as well as customer service tools to close the gap between field service and new system.
  • Automatically creates & tracks purchase orders, including for new installations and repair orders
  • Entire project process integrated with ERP can track when work has started, its status, labor hours charge, etc. in near real-time.
  • Automatically generates invoices based on the type of job, time spent, and other relevant factors.
  • Manages inventory and tracks which equipment is in use, ensuring the right jobs are scheduled when the necessary equipment is available.
  • High visibility into real time efforts, giving dispatchers the ability to use the new system to assign the right resource at the right time to complete jobs quickly and accurately.
  • Eliminate errors by decreasing days-sales-outstanding by eliminating manual and dual entry of data.


It's been a fantastic experience working with ERP Advisors Group. We've had support from a number of different people within the company, whether it was as early as the RFP and the needs assessment to now through the data management. We've worked with several people throughout the organization, all of whom have created a really, really positive experience. 

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Daniel Niccum

President, Voltyx

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Field Services ERP Vendors

ERP Advisors Group will help you not only define your requirements but more importantly, we will bake in the best practices for your field services company into your Request for Information and Demonstration Script.

We conduct dozens of selections every year, equating to tens of millions of dollars in software and services sales.  With our deep knowledge of field services ERP, we will help you find right the ERP for your company, AND the right professional services company to implement it. 

We regularly vet the top, most viable ERP systems for Field Services organizations.

Let’s Get Started

Contact us today to start the conversation.