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Set up the team, service commitments and controls for your field operation.
Example workspace
Createdno assigned technicianno assigned crew
| Call Number | Customer | Service Location | Service Category | Priority |
|---|---|---|---|---|
| SC-41234 | CUS-240 | SL-120 | SC-4107 | Low |
| SC-97431 | CUS-201 | SL-140 | SC-8613 | Medium |
| SC-52692 | CUS-085 | SL-120 | SC-9920 | High |
| SC-81669 | CUS-080 | SL-140 | SC-3932 | Emergency |
| SC-36686 | CUS-021 | SL-110 | SC-8259 | Low |
| SC-77134 | CUS-096 | SL-150 | SC-1105 | Medium |
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1
Start with your service team
Click Start now to create your ERP.AI account. Identify the people responsible for dispatch, field work, inventory and billing.
Start now -
2
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.
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3
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.
$ curl -s erp.ai/skill.md | paste into your agentDownload agent
Give dispatch, field staff and the back office their own clear responsibilities.
ReportsReports and analyticsReview accepted service outcomes, utilization, materials and reconciliation.
Data modelData modelConnect service locations, accepted visits, posted stock and billing receipts.
IntegrationsIntegrationsConnect helpdesk, routes, payments, AR, inventory and customer feedback.
RolloutImplementationConfigure the service operation around its real appointments and controls.
APIAgent referenceUse Proto to configure dispatch, mobile work, stock and billing controls.
Modules
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Dispatch and scheduling
Match each service visit to qualified people and a feasible customer window.
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Routes and mobile work
Give technicians the route, job context and work history they need in the field.
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Parts and truck stock
Keep field consumption, replenishment and inventory corrections connected.
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Estimates and signatures
Agree additional work and retain the exact scope the customer accepted.
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Billing and payments
Turn accepted service work into reconciled invoices and confirmed collections.
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Service contracts and follow-up
Keep recurring visits, service history and customer feedback connected.