Field Service Module
The Field Service Module supports both field service and equipment repair businesses that operate in the toughest industries across Canada and the USA. The module modernizes service operations by automating business workflows from quote to invoice. If you are sending people or equipment to site, this module will help you schedule, execute, and gain insight into your profitability, while ensuring all key personnel always remain in the loop through real-time updates.
Applicable Industries & Sectors
Dispatch
Jobs are dispatched through our dispatch platform and sent to DMS Field Service. The user has the option to schedule the work or set up the job information for field staff to manage. Once the job is completed the approval workflow allows supervisors to review and approve work prior to the Field Ticket being issued, minimizing rejections, and decreasing invoicing time.
Time & Materials
Templates
For jobs that require specific equipment to be on-site, a pre-populated list of equipment and items can be created in DMS ERP and sent to DMS Field Service along with the job information, minimizing data entry for field staff.
Job Entry
Entering both chargeable and non-chargeable items against a job or multiple jobs is done with ease, with the system guiding your field tech through a job.
Field Hours
Timesheets
The field ticket program also allows field staff to enter their time (hours) against a job. Their time may or may not be invoiced directly to the customer.
Payroll
The hours for each of your service staff are used when analyzing the job cost history reports and can be summarized and sent to the payroll system.
Tickets & Signatures
Tickets
Discovery supports single and multi-level ticketing to meet any of your customer demands.
Signature
When all the daily ticket activities have been entered into DMS Field Service you can print a pdf or email a priced Field Ticket to the customer who can stamp and sign either physically or digitally.
Utilizing the digital signature option improves billing cycle time as the digitally signed copy can be automatically sent back to head office for attachment to the final invoice.
Connectivity
DMS Field Service operates standalone on any device and does not need to be connected to the internet to input data. This allows you to work at locations with no internet and not worry about losing your information. The data will automatically sync when connected back to the internet so your field techs never lose time.
Management Information
The Field Services Module provides management personnel with daily ticket revenue, job costing by service, equipment, and customer. Additionally, you will have visibility into equipment utilization (number of days billing, days in maintenance and days idle) and transaction exceptions.
Wondering how your operations could benefit from the power of our Field Service Module? Here's a common workflow showing how existing customers use the module.
Do your operations go beyond field services? Don’t sweat it. The Field Service Module integrates with all other DMS ERP modules to collectively address the operational demands of your entire business through a single, interconnected software.
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