Field Services and Equipment Management ERP Software Built for Manufacturers

Keep field teams connected wherever the job takes them

Manage service calls, warranty work and installations while giving your field teams the information and tools they need on the job.

Field Servies manufacturing team at machine

Genius Field Services

Manage off-site jobs, technicians and customer equipment with field service tools built into Genius ERP. From a phone or tablet, technicians can view assignments, access work orders, record hours and track the materials used on each job.

Information captured in the field connects directly with the rest of your ERP, giving your office team accurate, up-to-date information for job tracking, costing and invoicing. Equipment management tools also let you track components, configurations, warranties and maintenance requirements for products installed at customer locations.

Smarter Scheduling

Keep field teams organised

Schedule technicians, assign work and respond quickly when plans change. A central calendar gives managers a clear view of technician availability, current assignments and workloads, making it easier to allocate the right people to each job. Real-time updates keep field teams informed as schedules and priorities change, helping you coordinate work more effectively, balance workloads and ensure technicians arrive with the information they need to keep customer commitments on track.

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Field Services focused manager using digital tablet in a factory
Connected Service Management

Manage service calls from anywhere

Give technicians the information they need to complete service and warranty work at customer locations. From a phone or tablet, they can access work orders and service histories, check stock, record their hours and document the parts and materials used. Capturing this information directly in the field reduces paperwork and improves accuracy, helping your office coordinate work, track job costs, process completed jobs faster and provide better service to customers.

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Field Services team member taking calls
On-Site Installation Management

Keep installations on schedule and on budget

Coordinate custom installation projects and monitor work as it happens on-site. Field teams can access assignments and work orders, record their time and track the parts and materials used throughout each installation. Real-time updates give project and service managers visibility into progress and costs without waiting for information to return from the field, helping you address issues sooner, keep installations moving and maintain accurate records for job costing and invoicing.

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Key Features and Functionality

Genius Field Services connects your technicians, office team and equipment records in one system. Schedule and monitor off-site work, capture accurate job information from the field and maintain a complete history of the equipment installed at customer locations.

Centralised records make it easy to access configurations, components, warranties, service histories, manuals and maintenance requirements. Once work is complete, recorded time and material usage can flow into job costing and invoicing, reducing duplicate entry and helping your back-office team process work more efficiently.

  • Mobile access
  • Field Services Dashboard
  • Technician scheduling calendar
  • Time Entry
  • Material consumption tracking
  • Inventory lookup
  • Phone integration
  • Map integration
  • Assignment completion
  • Work order access
  • Equipment reports
  • Equipment configurations
  • Service call history
  • Replacement and maintenance parts
  • Equipment summaries
  • Equipment and component warranty management
  • Preventive maintenance scheduling
  • Serial number management for items not held in inventory
  • Tracking reports
  • Invoicing, including cost-plus items
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Built for the people using it every day

Whether you work in engineering, purchasing, production or management, Genius ERP gives you the tools and information you need to get the job done right.

Field Team Managers

Stay in control of every field job

Plan schedules, assign technicians and track work from one connected system. Genius Field Services gives you an up-to-date view of technician availability, workloads and job progress, helping you coordinate field teams and respond quickly when priorities change.

Access the information behind every piece of customer equipment, including its original job, configuration, components, service history, replacement parts and warranties. With accurate time and material records captured in the field, you can also monitor costs and move completed work towards invoicing faster.

Field Services team

Field Technicians

Get the information you need on the job

Access your schedule, assignments and work orders from a phone or tablet while working at customer locations. Review relevant job and equipment information, check stock and record your hours, materials and completed work as you go.

With everything entered directly from the field, there is less paperwork to complete later and less risk of important information being missed. Real-time updates also keep you connected with the office throughout service calls, warranty work and installations.

Field Services team
Case studies

Manufacturers rely on Genius ERP every day

From businesses buying their first ERP system to manufacturers replacing outdated software, companies choose Genius ERP to improve visibility, keep production moving, and gain better control across their operations. See how they’ve done it.

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Frequently asked questions

What are field services?

Field services are jobs carried out at a customer’s location rather than at the manufacturer’s own facility. For manufacturers, this can include equipment installation, commissioning, maintenance, repairs, inspections and warranty work. Field service management involves scheduling technicians, assigning work, providing access to job information and recording the time, materials and costs associated with each visit.

How can mobile ERP improve field service efficiency?

Mobile ERP gives technicians access to assignments, schedules, work orders and equipment information from a phone or tablet. They can record hours, materials and completed work while still on-site instead of completing paperwork later. This reduces duplicate entry, improves the accuracy of job records and gives managers more timely information about work taking place in the field.

How does an ERP improve equipment management?

An ERP system creates a central record of equipment installed at customer locations. Manufacturers can track configurations, components, serial numbers, warranties, replacement parts, service histories and preventive maintenance requirements. Connecting this information with service jobs helps technicians understand what they are working on and gives managers a clearer view of each product throughout its service life.

How does an ERP system help with warranty management?

An ERP system connects warranty details with equipment, components, customers and service histories. When a customer requests service, your team can check whether the equipment or part is covered and review previous work before assigning the job. Technicians can then access relevant warranty information in the field and accurately document the work performed, materials used and associated costs.

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Manufacturing works differently.
Your ERP should too.

Get in touch to see how we’re different.

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