Field Services and Equipment Management ERP Software Designed for Manufacturers

Manage off-site projects and personnel from anywhere

From service jobs to warranty work to installations, manage all aspects of your service team while they are out in the field.

Multiracial workers in factory at machine control panel

Genius Field Services

Genius Field Services makes it easy for technicians to manage off-site time and jobs using a phone or tablet while on the road. See assignments, schedules and work orders, easily log, track and assign time, as well as manage material consumption, including inventory look-up. Everything is in the palm of your hand — and integrated with Genius ERP — making tracking off-site service jobs easy. Use the equipment management tool to track manufactured components, bought parts and maintenance schedules for your products at your customers’ locations.

Effortless Scheduling

Remote work

An easy-to-use calendar app lets you schedule or assign technicians to a job, as well as make modifications or updates on the fly. You always know where each technician is, and who is available to assign to a job. Easily manage multiple technicians’ schedules as well as see assignments by job and your employees’ workload.

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Real-Time Field Support

Service calls

Genius Field Services is built to manage service calls — including warranty jobs — in real-time from a tablet or phone while out in the field. Manage timesheets, inventory and sales orders, plus link all information with Genius ERP. No more filling out job information, parts used or work hours after the fact — meaning you avoid inaccuracies and improve customer satisfaction.

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Concentrated young man in business wear talking on hands-free device and holding documents while sitting at his working place
Efficient Off-Site Management

Installations

Genius Field Services is also built to support manufacturers who do custom site installations. Easily manage installation teams while they are on the job, and track time, costs, parts and consumed materials. Make it easy for team leaders to manage their team off-site and for you to get valuable real-time data that can help you reduce operational costs and maximize service quality.

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Young African American Factory Engineer Operating Machine

Key Features and Functionalities

Genius Field Services is completely built into Genius ERP so you can schedule, track and monitor off-site jobs, equipment and personnel. Improve your service and maintenance team by having good equipment tracking, including centralizing all equipment information like spare parts, warranty, end-user and user manuals. You will also speed up back-office functions, like invoicing, using the real-time data collected in the field.

  • Mobile technology
  • Field Services Dashboard
  • Technician Scheduling Calendar
  • Time Entry Screen
  • Material Consumption Screen
  • Inventory Lookup Tool
  • Telephone application
  • Map application
  • Assignment completion feature
  • Access job work orders
  • Equipment reports
  • Equipment configuration
  • Service call history
  • Replacement and maintenance parts
  • Equipment summary
  • Equipment & Component Warranty Management
  • Preventive Maintenance Scheduling
  • Managing serial number for items not in inventory
  • Tracking reports
  • Invoicing, including Cost Plus items

Built for the people who use it

Whether you are an engineer, production manager, accountant or CEO, Genius ERP has the solutions you need to get the job done right.

Field Team Managers

Plan. Schedule. Execute. Invoice.

Schedule and manage remote teams with total oversight and simple job-tracking tools in Genius Field Services to be up-to-date and in control of all remote jobs.

Increase customer satisfaction and maximize your profits with better field tools. Save — and quickly access — all equipment-related information, such as the original job, configurations, end-users, components, replacement and maintenance parts, attachments and warranties.

Female mechanic helping a woman in a repair shop

In-Field Technicians

Be in the know while on the road

Take control and improve efficiency with Genius Field Services.

See assignments, schedules and work orders, plus easily log, track and assign time, as well as manage material consumption — all from your phone or tablet while on the road.

Senior man in factory at control panel, digital tablet
Case studies

We’re honored to help hard-working manufacturers grow

Whether you’re looking for your first ERP, or you need a replacement solution, manufacturers just like you have realized the benefits of implementing Genius ERP.

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Frequently asked questions

What are field services?

Field services refer to the activities and operations performed by a company’s workforce in the field, rather than at a central location such as an office or manufacturing facility. These activities typically involve providing on-site support, maintenance, installation, repairs, and other services directly to customers at their locations.

Field service management involves coordinating and managing various aspects of field service operations, including scheduling appointments, dispatching technicians, managing inventory and resources, tracking work orders, and ensuring timely completion of tasks. This typically involves using specialized field service management software or platforms to streamline operations, optimize resource allocation, and enhance customer satisfaction.

Overall, field services play a crucial role in delivering timely and personalized support to customers, maintaining equipment and infrastructure, and ensuring smooth operation of products and systems in various industries.

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