Field Service ERP Evaluation Checklist

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Published on: 27 February 2022

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Field Service ERP Evaluation Checklist

Selecting a field service management ERP system to run your operations is a decision that will affect your company for many years.

Many products offer the same or similar features, and it can be confusing. Use this checklist to compare the features and benefits of field service ERP vendors across these five categories:

  • Productivity – What can the product do to make you and your staff more productive?

  • Functionality – What features and functions does the product have that actually perform the daily accounting and business management functions?

  • Technology – Does the product leverage technology for usability, customisability, and maintainability?

  • Value – How does the product maximise features and functions vs. cost for the usable lifetime of the product?

  • Risk – How does the product minimise risk and facilitate both network and financial security?

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