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- Field Service Management
- Get started
Get Field Service Management running in four steps.
Set up the team, service commitments and controls for your field operation.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up Field Service Management. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Field Service Management in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Start with your service team
Click Get started to create your ERP.AI account. Identify the people responsible for dispatch, field work, inventory and billing.
Configure with Proto
Provide the technician and crew roster, identity mappings, service categories and certifications, customer locations and time zones, recurring agreements, working windows, parts and opening stock evidence, customer price policy, estimate limits, required completion evidence, communication permissions and scoped connector access. Download agent to use Proto for the configuration and review.
Rehearse a complete visit
Run a representative service request through assignment, additional-work approval, customer acknowledgment, materials and billing reconciliation. Include an offline conflict and an uncertain payment response before inviting the wider team.
Set up Field Service Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.