ERP for field services: from quote to payment without paperwork piles
Field service businesses — maintenance, installation, repair, trades — win work by responding fast and lose money by billing slow. The gap between 'job done' and 'invoice sent' is where the margin quietly dies.
ERP Mobi closes that gap: quotes generated from a service catalog, jobs tracked as deals with activities, and billing that starts the moment the work is marked won.
The classic field service gap
The pattern repeats across trades and maintenance companies:
- Quotes promised on site and forgotten by Friday
- Completed jobs waiting weeks for an invoice
- Repeat customers with no history on record
- Suppliers and parts bought with no cost tracking
How ERP Mobi fits field services
Standard services and prices live in the catalog, so a quote takes minutes on a phone or laptop. Each job is a deal with a customer record and activity history — the third visit to the same client starts with context, not amnesia. Payments become receivables the day the job closes.
Frequently asked questions
Does it work on a phone?
Yes. ERP Mobi is a mobile-friendly web app — quotes and records work from the field.
Can I keep a history per customer?
Yes. Every job, quote and payment is attached to the customer record.
Does it schedule technicians?
Activities cover appointments and follow-ups; dedicated dispatch tools remain complementary for large teams.