Introducing Epicor Field Service Management for Prophet 21

Introduction

In today’s complex service environment, service-centric companies need an intuitive, centralized solution to stay competitive. What were once “nice to have” features are now essential tools for industry leaders and their customers.

Epicor Field Service Management (FSM) addresses these challenges head-on. With an intuitive interface that brings speed, efficiency, and enhanced communication to your fingertips, FSM allows distributors to exceed their customers’ expectations for service needs.

The Optimal Solution for Service Organizations

Now integrated with Prophet 21, Epicor FSM is designed for distributors using mobile field resources. It connects companies with their customers and their equipment, automating and streamlining the service process. This solution helps customers save time and make better-informed decisions with quick access to customer information, equipment service history, and technician availability and skill levels.

Key business challenges addressed by FSM include:

• Relaying service details to the finance department
• Tracking revenue and cost by service project
• Centrally dispatching and scheduling a mobile workforce
• Monitoring mobile technicians’ activities, locations, and skill levels

Epicor FSM delivers both holistic and detailed views of field service operations, resources, technicians, and schedules. A cloud-based solution, FSM can be accessed offline, anywhere, anytime, on any mobile device.

Key features include:

• Resource Tracking: Manage field technicians’ qualifications, skill sets, and certifications. Schedule work in advance and assign the right resource for the right job. Report on individual performance, utilization, and adherence to budgets and job estimates.
• Service Contract Management: Track and manage complex contracts with ease. Connect contracts to time periods, locations, equipment lists, or combinations of these. Manage service activities across multiple locations and all equipment for a customer with blanket contracts.
• Mobile App: Enhance field service efficiency by providing technicians with real-time access to job details, customer information, and service history with the mobile app. This intuitive app ensures seamless communication and quick updates, enabling technicians to deliver exceptional service on the go.
• Equipment Tracking: The equipment tracking feature allows companies to monitor and manage their assets effectively. It provides detailed insights into equipment service history, maintenance schedules, and real-time location, ensuring optimal performance and timely interventions.

Don’t wait any longer to harness the power of Epicor FSM and streamline your processes. Talk to your account manager today.

Epicor FSM is available to customers deployed in the cloud and on-premises using version 2024.1 and newer.