Infor SyteLine/CSI ERP Field Service
Empowering field technicians with data at their fingertips
Create a World-Class Service Organization
For industries that rely on highly technical components, providing responsive service without sacrificing efficiency or creating unnecessary costs is key. Infor Syteline/CloudSuite Industrial (CSI) advanced field service management software delivers service-focused functionality and company-wide access to data that can transform field technicians into trusted advisors.
Unlock Opportunities for Today’s Enterprise
Monitor scheduling and dispatch
Assign the right technician to the right job, based on location, skills, and available inventory
Oversee rental management
Facilitate quick creation of rental agreements
Control warranty and claims management
Streamline the entire warranty and claims process
Manage work orders
Access defined workflows and automatic escalations and alerts—ensuring that exceptions are handled quickly
Access a contact center
Provide front-line agents with detailed, up-to-the-minute information
Easily manage service contracts
Manage multi-tier service contracts and extended warranties with ease
Service and Rental Built into Your ERP System
Infor enterprise resource planning (ERP) solutions offer service-focused functionality that eliminates the need to enter data multiple times into disparate systems. Working with common data means that everyone works from the same real-time data.
- Empower service technicians to complete more service orders
- Enable employees to spend more time building relationships with customers
- Give managers the tools to analyze data and find strategic growth opportunities
Add-On Advanced Service and Rental Capabilities
Empower field technicians to become trusted advisors by integrating advanced service-focused functionality—such as scheduling and mobile accessibility.
- Expand revenue streams through equipment rental with advanced functionality to help manage rental equipment inventory, rental contract agreements, and support for various rental rates and billing frequency
- Give all of your employees access to the same, reliable, and current information
- Enable distributors to prevent costly and dangerous gaps in communication, discrepancies, delays, and errors
Mobility Fuels Efficiency
Whether you choose to leverage the service-focused capabilities within your ERP system or advanced capabilities within Infor Service & Rental, your organization will benefit from the flexibility of mobile technology.
- Give field technicians online and offline access to customer and equipment details
- Empower service technicians throughout the quotation process with on-demand estimates and up-sell opportunities
- Enable employees, contractors, franchisees, dealers, and customers to access online, remote self-service
Take the Next Step
Speak with a BBTS team member today to gain a better understanding of how Infor SyteLine could work for you. BBTS has implemented SyteLine successfully over 165 times since 2013 with a proven process that begins with improving inventory control, planning and forecasting, financial close, and other business processes. BBTS then standardizes these process best practices in SyteLine to ensure they are followed. BBTS also provides post-implementation SyteLine enhancements, upgrades, business process improvements, and workflow optimization.