FieldEquip’s field service work order management software handles the full lifecycle of every job—from creation and dispatch to field execution, approval, and invoice—on a single platform. Pre-filled templates, configurable workflows, and direct ERP integration eliminate the manual re-entry and disconnected spreadsheets that slow your billing cycle and cost you revenue.
When work orders live in disconnected systems, jobs fall through the gap between completion and close-out. The result: unbilled labor, missing material charges, and invoices that ship weeks late.
Dispatch, field, and finance each re-enter the same job data into different systems. By the time the invoice ships, hours and parts don’t match. The dispute cycle begins.
Without a centralized view of open and upcoming work orders, staffing decisions rely on guesswork. Technicians sit idle in one region while another is overloaded. Deferred maintenance becomes an emergency repair.
FieldEquip is built to close these gaps. Here’s how.
Create work orders in a single click using pre-built templates with tasks, checklists, parts, services, and pricing already attached. Templates enforce consistency across offices and divisions. No critical steps are skipped. No pricing guesswork in the field.
Field technicians access work order details, service history, and checklists on any mobile device—online or offline. FieldEquip’s mobile work order management software captures labor hours, materials, photos, and customer signatures. Everything syncs when connectivity returns.
Completed and approved work orders flow directly into billing with labor, materials, equipment charges, and customer-specific pricing already validated. No re-keying between the field and finance. The time between job close-out and invoice generation compresses from weeks to the same billing cycle.
Up to 15%
Reduction in order-to-cash cycle time
2–3x
Faster ticket-to-invoice cycle
8 weeks
Average enterprise go-live
Purchase orders are created directly from threshold-based reorder triggers set in FieldEquip's inventory management module. When stock at a warehouse or job site drops below a defined level, a purchase order enters the fulfillment workflow without a separate manual purchasing step.
Purchase request software lets a technician, dispatcher, or office staff flag a parts need the moment it comes up, instead of a phone call or email chain. In FieldEquip, that purchase request converts directly into a purchase order, checked against available stock and routed for approval, without re-keying the same information twice.
Yes. Every purchase order routes to an approver from a controlled group of users with PO approval permissions before it can reach a vendor. Approval routing can be configured by purchase order value, vendor, or department, and every decision — approved or rejected — is logged with a timestamp.
Yes. A Will-Call purchase order lets a technician present a valid PO number directly at the vendor counter and get the part on the spot, without waiting for a scheduled delivery.
Yes. FieldEquip integrates directly with SAP, Infor SyteLine, KPA, Microsoft Dynamics, Vista/Spectrum by Viewpoint, and Intuit QuickBooks — no middleware and no third-party connectors. Purchase orders, receiving records, and material returns sync with your financial system.
FieldEquip connects the purchase order side of procurement — creation, approval, vendor submission, and receiving — directly to job costing and customer invoicing, so material costs captured on a purchase order flow straight into the invoice for that job, without manual re-entry between purchasing and billing.
Yes. When multiple jobs need the same part, FieldEquip aggregates that demand into a single purchase order instead of generating duplicate requests from separate crews.
When a job closes with leftover materials, FieldEquip routes the return back to the warehouse against the original work order. This immediately corrects the estimated material cost and updates stock once the item is physically received — closing the loop between what was issued, what was used, and what came back, with no material lost to trucks or write-offs.
Yes. Work orders against a warranted asset surface the active warranty terms automatically. If a claim is filed, it stays linked to that work order through assessment — pending, pre-approved, approved, or rejected — and only an approved claim reduces what the customer is billed.
Every Unclosed Work Order Is Revenue You’ve Already Earned but Haven’t Billed.
FieldEquip’s field work order management software closes the gap between the work your team completes and the revenue your business collects. One platform. No handoffs. Go-lives measured in weeks, not quarters.
