Go digital in the field – MSP FieldService

Digital work orders for service, installation and maintenance connect field teams, the office and the ERP system in one digital process. The MSP solution provides better work traceability, less administration and faster data processing.

Connect the field, office and ERP in one digital process

MSP FieldService is a mobile platform for digitalizing service and installation work orders, with connections to different systems (ERP, WMS, etc.). It enables field teams to perform their work easily, while the office has complete real-time control over statuses, materials and invoicing.

Less administration.
Fewer errors.
Faster invoicing.

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MSP digital work order

MSP FieldService connects the ERP system, office and field teams in one workflow. All information is collected and updated in real time.

Electronic work orders.

Material consumption tracking.

Photo capture.

Operation without signal.

GPS location and timestamp.

Electronic signature capture.

Still working with paper, Excel and email?

In many service and installation companies, processes are still fragmented:

Work orders on paper or in Excel.
Data manually transferred to ERP.
Photos and documentation get lost.
Delays in invoicing completed work.
Poor visibility of materials and field execution.

Result: slow invoicing, errors and poor work traceability.

How is work performed with MSP FieldService

Planning and assigning service work orders

The coordinator creates an electronic work order in the ERP system or MSP Insight.

Using a clear calendar, the coordinator can easily schedule tasks for field teams, who receive the assignment on their mobile device.

Working on a mobile device

The service technician has access on the mobile device to:

Daily work plan.
Customer contact details.
Navigation to customers.
Electronic work orders.
Related documentation.

Capturing data in the field

All key information is recorded in the field:

Completed work and materials used.
Timestamps and GPS location.
Photos of the completed work.
Customer’s electronic signature.

Mandatory fields ensure complete and standardized data for further processing.

Automatic data transfer to ERP

Data is automatically transferred to the back office or MSP Insight.

Standardized data enables fast and easy further processing.

The result is faster information flow, less administration and a shorter time to invoice.

Case study:
digitalization of service and installation

Starting point:
paper-based processes and unclear planning

The reference company, which provides installation and service, employs approximately 100 field workers.

Before the digital solution was introduced, work plans were prepared manually. Tasks were often planned incorrectly because the data was not up to date. There were also problems with missing accompanying documents. Work orders often reached the office late, incompletely filled in, or even got lost during the process.

Additional challenges included:

Delayed invoicing.
Manual re-entry of data.
Incomplete and illegible work orders.
Recording consumed materials.
Visibility of mobile warehouses.
Planning work equipment.
Measuring team efficiency.

Implementation of MSP FieldService

With MSP FieldService, the company moved to electronic planning and management of service processes.

Planning and assigning tasks was reduced from a process lasting several hours to just a few minutes. Service technicians received tasks and documentation in near real time, while mandatory fields ensured accurate completion of work orders.

Warehouse digitalization enables automatic issuing material from inventory and accurate inventory visibility. Completed work orders are immediately synchronized with the back office, while ERP integration reduces manual work and duplicate data.

Digitalization results

Z uvedbo MSP FieldService je podjetje doseglo:

Complete digitalization of the service process.
Faster and more transparent work planning.
Faster transfer of data from the field to the back office.
Less administrative work.
Better visibility of equipment and inventory.
Increased employee efficiency.

Digital support for transparent field operations

MSP FieldService is intended for companies that want to standardize field processes, improve work visibility and establish a reliable, fast flow of information between the field and the back office.

A digitally supported service process is no longer an add-on but a key part of modern business, supporting stable growth and greater operational efficiency.