ERP FOR SERVICE PROVIDERS

Field services more scheduled, results more measurable.

ERPAISYS connects service sales, Job Orders, technician assignments, SOPs, Timesheets, cash advances, and work approvals in one flow that’s easy to monitor.

Service Operation Overview● Live
JOBS TODAY24
TECHNICIANS IN FIELD18
COMPLETED15
JO-2026-0184 · HVAC ServiceTechnician: RizkyOn site
JO-2026-0187 · Network SetupTechnician: DimasScheduled
JO-2026-0191 · Generator CheckTechnician: RezaApproved
SERVICE BUSINESS CHALLENGES

Every field job needs direction, proof, and cost control.

Service teams must move fast to respond to customer needs, yet still need a process that keeps technicians, work standards, time, and cost always traceable.

01

Technician scheduling

Assignments must match skills, availability, location, and visit times to avoid clashes or delays.

02

Job Order creation

Customer needs must be translated into work orders with clear scope, technician, schedule, and status.

03

Tool & Standard Procedure

Every technician needs to know the tools, spare parts, checklist, and work procedures required at the customer site.

04

Cash advance requests

Transport costs, material purchases, or unexpected field needs must be requested and accounted for per job.

05

Work approval

Work results, Timesheets, service proof, and cost usage must go through approval before being invoiced or closed.

PRODUCT SERVICE & JOB ORDER

Turn sold services into work that can be executed.

Product Service defines the service, scope, price, and estimated duration. Once a quote or sales order is approved, the system can serve as the basis for creating a Job Order for the operations team.

  • ✓Manage installation services, preventive maintenance, repairs, inspections, or contract-based services as product services.
  • ✓Create Job Orders containing the customer, service address, technician, target time, checklist, and material needs.
  • ✓Track status from created, scheduled, en route, on site, completed, through to approved.

Job Order · JO-2026-0184

AC Split Service · PT Nusantara Prima
On Site
ScheduleMay 18, 2026 · 09:00–12:00
TechnicianRizky Maulana · Cooling Team
LocationAurora Building, South Jakarta
ServicePreventive maintenance · 4 units
Timesheet StatusStarted 09:12 · in progress
INTEGRATED SERVICE FLOW

From customer order to work ready to be invoiced.

All information moves through a single flow so sales, dispatcher, technician, supervisor, and finance work from the same data.

01

Product Service

Define the service, price, estimated duration, and work rules.

02

Sales Order

Record the service order and approved customer requirements.

03

Job Order

Create the job, schedule the technician, and prepare the checklist and tools.

04

Timesheet & proof

Technician logs time, work, materials, and service proof.

05

Approval & invoice

Supervisor approves the results before the service is closed and invoiced.

TIMESHEET, TOOL & SOP

Technician work is logged, service standards stay maintained.

Timesheet gives visibility into actual time in the field, while the SOP checklist helps technicians complete work with consistent steps and proof.

Job checklist · AC Service

Tools and procedures are made relevant to the type of service before the technician starts the job.

Verify unit identity and initial condition with the customer.
Prepare multimeter, manifold gauge, vacuum pump, and safety equipment.
Clean the filter, check refrigerant pressure, drainage, and electrical.
Document inspection results and before/after photos.

Technician timesheet

Actual time can be compared against service estimates to evaluate productivity and job cost.

ActivityDurationStatus
Travel to location00:48Logged
Inspection & repair01:56Logged
Documentation & handover00:18Pending approval
CASH ADVANCE & APPROVAL

Field costs requested and accounted for per Job Order.

Technicians can request a cash advance for job needs. Once the service is complete, proof and actual costs are linked to the Job Order for review before the approval and billing process.

  • ✓Request transport, toll, parking, material purchase, or other approved costs.
  • ✓Attach proof of expense and compare actual costs against the advance received.
  • ✓Use work result and cost approval as a control before the Job Order is marked complete.

Cash Advance · CA-2026-0058

Related to JO-2026-0184 · Rizky Maulana
For Approval
PurposeRequestedActual
Transport & parkingRp 150,000Rp 120,000
Small materialsRp 350,000Rp 315,000
Advance receivedRp 500,000–
Balance to returnRp 65,000

Run field services more measurably.

See how ERPAISYS unifies service sales, Job Orders, technicians, Timesheets, costs, and approvals in one platform.