Field service management solution integration with enterprise resource planning and accounting software
Nowadays, field service businesses that want to stand out have to embrace digitalization. Leading companies understand that traditional methods of managing business can’t meet the current market and customer needs. Slow and incomplete procedures, lack of employee motivation, poor customer service call for innovative and automated solutions.
Integration with business, customer, accounting, and field service systems is a sure-fire way to step out and increase your business productivity.
However, while ERP, CRM, and accounting software are becoming a norm, field service management software is often forgotten. That pushes remote teams to the outline, making it more difficult to optimize all business operations.
The problem is that companies that already use ERP believe that it’s enough to support both the administrative company’s processes and service teams, but it’s not always the case. Some features of the two software solutions overlap, but they both have a different focus that, matched together, can bring more benefits to the company and your team.
The difference between ERP and FSM software
ERP (enterprise resource planning) software is designed to help companies manage daily business activities, such as accounting, project management, resource, and balance control.
FSM (field service management) software focuses on service teams, their time and productivity management, task and route planning. While some main principles are the same, initially, FSM and ERP accounting software have different purposes.
Inventory and route tracking
Both systems are created to assist in inventory monitoring. ERP allows keeping track of inventory levels, location, and inventory transactions. Since ERP inventory management is generally used for sales and accountancy rather than the whole service, FSM software can be a productive add-on to your field team as it provides task tracking, access to parts in technicians’ vans, and managing a field service workforce productivity.
Another important thing for field companies is route tracking. Originally, ERP isn’t designed to track technicians’ routes. Therefore, FSM complements ERP with GPS tracking, geofencing, and route mapping. These features are necessary for a productive and organized field service team.
Both systems provide asset monitoring, yet on a different level. ERP can help establish the original asset record derived from a manufacturing or sales order, while FSM goes more in detail. FSM can benefit your company with task tracking, parts consumed, monitoring fault codes, track warranties and record maintenance history.
Resource and employee scheduling
ERP can perform general scheduling tasks like booking an installation date after a purchase
order comes through. ERP systems can create detailed invoices to send directly to customers, but it doesn’t provide as much functionality for team management and scheduling.
FSM software becomes a handy tool to track technicians’ productivity, schedule their tasks and time. It allows you to follow individual and team progress, allocate calls more effectively, set KPIs for your field service team, and motivate employees.
Tasker FSM integration with ERP systems
At Tasker, we believe that business management software has to work for your company, not against it. Therefore, we developed an easy FSM integration to complement your current systems. Tasker mobile field service management software integration doesn’t require any back-office system changes because we install our solution as an addition to your business tools. This way, not only do you avoid lengthy and expensive onboarding and system replacement procedures, but you also get a fully-customized solution.
How do we do the integration?
Tasker offers customized integration. We provide a flexible API, so with your IT team or our partners’ help, we can integrate and customize the Tasker FSM solution. It’s an excellent solution for agile teams, as Tasker has a long list of market-leading add-ons, such as:
- Zapier to provide fast and painless integrations between Tasker and your business tools;
- Atlassian Jira for agile team management and time planning;
- Microsoft Power BI to collect data from multiple sources to get reports and data analysis on your business progress;
- Microsoft Navision and Axapta ERP systems for full business management experience.
If you have questions about the Tasker field service management software solution, don’t hesitate to contact us here. We will help you find the best solution to bring your team a fully automated business experience.