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Example: Field, repair and maintenance services

How field, repair and maintenance services run on MERP

MERP is a general ERP for service businesses. This page shows how a typical field service business uses the same modules every customer gets.

Common problems we hear

  • Job details lost between the field and the office
  • Parts used never get billed
  • Invoices go out days late

A typical workflow

  1. Step 1

    Quote the job

    Labor and parts on one quote, accepted online.

  2. Step 2

    Do the work

    Track time and parts used against the job as a project.

  3. Step 3

    Invoice same day

    Turn the job into an invoice with a payment link.

  4. Step 4

    Restock

    Low stock alerts and purchase orders for parts.

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