Epicor Field Service Management helps service and installation businesses coordinate technicians, field operations, and billing. Dispatchers can review customer details, service history, technician availability, and schedules through calendar views. The system tracks technician qualifications, skills, and certifications to help match staff to jobs, and it can report on performance and time use. Work orders can use default or calculated values to validate costs and track budgets and profitability. Businesses can manage contracts tied to time periods, locations, equipment lists, or combinations, including blanket contracts for customers with multiple locations; contract and service billing can be automated. The cloud-based system shares data through a central database and supports use on mobile devices and laptops, including offline mode. It also supports invoicing and payments, supplier onboarding, purchase orders, invoice submission, document management, and status updates. Epicor describes ERP integration for dispatching, scheduling, billing, and traceability, as well as IoT machine connectivity and configurable real-time updates. The product is available for Android, iOS, and web. Pricing is on request, and an additional subscription or license is required.
Who it is for
Epicor describes the product as suited to service organizations using mobile field resources, including service and installation businesses. It is relevant to teams coordinating dispatch, contracts, work orders, and billing.
What is good
- Calendar views bring schedules and customer service history together.
- Tracks technician qualifications, skills, and certifications.
- Automates billing for contracts and related services.
- Supports offline mode on mobile devices and laptops.
- Includes invoicing, payments, and document management.
What to know first
- Pricing is available only on request.
- An additional subscription or license is required.
- Availability outside the U.S. and Canada is not confirmed by the listed release note.
Verdict
Epicor Field Service Management connects scheduling, technician information, work orders, and billing for field service operations. Buyers will need to contact Epicor for pricing, licensing, deployment, and regional availability details.
Epicor Field Service Management plans and pricing
All plansCompared on field service management software
- Invoicing and payments
- Yes
- Offline mode
- Yes
