Epicor Service Pro

Service Pro

Cloud-based field service management software for growth-oriented service companies and their technicians

Optimize Field Service Repair, Preventive Maintenance, Installation, and Inspection Operations. Service Pro is a comprehensive, cloud-based service management, scheduling, and mobile application that helps organizations improve enterprise- wide field service management and increase mobile field workforce efficiency. From a single application, manage all field service activities—from calls, work orders, and assets, to warranties, scheduling, service contracts, and parts. Service Pro is integrated to Kinetic. Empower your dispatchers and service technicians with the information they need to rapidly respond to customer service needs and be optimally prepared prior to the site visit. Service Pro facilitates the rapid flow of critical trouble- shooting data from the customer to the technician—from the moment the call comes in, to the time the technician has completed the work, finished the inspection, and captured the customer signature.
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Service Pro is most often used by manufacturers and distributors who service equipment, machinery, infrastructure, or other products at customer sites.With its visual scheduling capability and connected mobile app, a call taker or dispatcher can easily find the closest qualified technician who is available for the work assignment within the ETA window called for by the service level agreement. Additionally, they have visibility into all other scheduled and unscheduled appointments in their region to quickly identify opportunities to minimize travel time—for example, performing a planned maintenance task after completing a nearby repair.

For companies with advanced scheduling needs or very large technician teams, Service Pro Optimize can intelligently advise and automatically schedule work assignments based on the customer’s most important criteria.


Service Pro Features

Mobile Field Service and Inspection App

Improve customer satisfaction, increase field service technician utilization, and boost enterprise service efficiency with a proven cross-platform mobile field service application.

Visual Scheduler
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Our intuitive mobile app empowers your field service technicians with immediate information to get the job done right the first time.

Features include:
Service Pro Office

Provide your employees with deep service functionality:

Contracts and Asset Management

Streamline your service organization with field asset tracking and management capabilities for customer site equipment.

Asset Tracking

Detailed tracking and instant visibility of customer site equipment asset information is of critical importance for today’s field service organization. The asset tracking capabilities of Service Pro work in unison with service contracts to provide service organizations with an all-in-one management suite for maximizing customer asset availability and service revenues.

Service Contracts

Complete contract management functionality—from quoting and contract creation, to installment invoicing and automated scheduling. The contract capabilities of Service Pro work in unison with asset tracking to provide service organizations with a complete management suite
for maximizing service revenues and improved customer service.

Business Intelligence

Drive visibility of critical field service performance information in graphical snapshots. Instantly dive into supporting operational detail with one-click access from dashboards to records displayed.

Service Pro Dashboards are easy to use and support real- time stakeholder visibility to important service data—as well as management of the business to key performance indicators. Dashboard widgets may be customized to include fields most important to the customer and can be exported in a single click to Excel.

All information captured in Service Pro can be made available in a stakeholder portal— from customers entering new orders and viewing work order status, to service technicians accessing past invoices and manufacturer troubleshooting information.

You can also monitor your service organization’s performance and identify important business trends. It includes standard reports, covering calls, orders, customers, technicians, contracts and more. Custom reports may be created specific to customer needs.