Field Service ERP Evaluation Checklist

Selecting a field service management and accounting ERP system to run your business is a decision that will affect your company for many years. Many products offer the same or similar features, and it can be confusing to sort out what’s important and what’s not. This tool can help.

PRODUCTIVITY

What can the product do to make you and your staff more productive?

FUNCTIONALITY

What features and functions does the product have that perform daily accounting and business management functions?

TECHNOLOGY

Does the product leverage technology for usability, customizability, and maintainability?

VALUE

How does the product maximize features and functions vs. cost for the usable lifetime of the product?

RISK

How does the product minimize risk and facilitate security (both network and financial security)?