Field service at
customer sites
not shop-floor support.
Field service software for UK B2B service firms: maintenance schedules, on-site visits, warranty and AMC contracts, helpdesk SLA — services performed at the customer, not in your warehouse.
This is B2B service management for external engineers — HVAC, industrial kit, IT field support. SolutionsERP links Selling, Support, and Accounts so an annual contract becomes a real visit calendar, not a spreadsheet on a sales rep’s laptop.
Sell a Maintenance Sales Order — contract, items, and dates captured in CRM and Selling.
Field service software schedules
planned customer visits.
Maintenance Schedule is the calendar of upcoming Maintenance Visits at customer sites — machines, installations, and equipment on the client’s premises. Create it from a Maintenance Sales Order with customer, items, date range, and periodicity.
PeriodicityGenerate Schedule builds a row per visit; items assign to Sales Person. After Submit, events appear in the field engineer’s calendar — planned rounds instead of Friday 4pm panic calls.
Business benefit: Planned site visits replace reactive fire-fighting — your team knows where to be next week.
Maintenance visit software for
field engineers
Maintenance Visit records what your engineer did on the customer’s premises: item, serial number, work done, service address, territory, and customer feedback. Source is usually a Maintenance Sales Order or the schedule.
Visit typeCompletion status: Partially Completed or Fully Completed. One register of on-site work — for audit, customer billing, and SLA evidence.
Business benefit: “What did we do on site last Tuesday?” answered in one document — not three email threads.
B2B service management —
Warranty & AMC.
On Serial Number, set warranty and Annual Maintenance Contract (AMC) expiry dates. When a Warranty Claim arrives, status shows Under Warranty, Out of Warranty, Under AMC, or Out of AMC — instantly.
Claim status examples
Resolve with Resolved By, Resolution Details, and closure date — then create a Maintenance Visit from the claim.
Business benefit: No contract disputes — the system knows if the visit is on your tab or the customer’s.
“Field service contracts start as a Maintenance Sales Order — Sales captures the customer, items, and dates before Generate Schedule creates visit rows. Worth exploring next.”
Explore Sales
B2B service management with
measurable SLA
Not every ticket needs a van — office-side Issue handling matters too. Email to support@ creates tickets automatically; statuses run Open → Replied → Hold → Resolved → Closed.
SLA metricsFirst Response Time measured per priority — office hours and Holiday List respected.
Metrics: First Response Time, Resolution Time, User Resolution Time. Assignment Rules and ToDo keep agents accountable — corporate SLAs you can prove.
Business benefit: Enterprise clients get measurable support — not “we’ll get back to you sometime”.
Field service software from
contract to invoice.
Service organisations sell Items with Maintain Stock off — pure service lines. A Sales Order with Order Type = Maintenance skips goods delivery; the flow is leaner than product sales.
Service Item with Maintain Stock off — no warehouse flow for pure labour contracts.
Chain: SO → Maintenance Schedule → Visits → Sales Invoice. Optional Project on larger B2B Issues for multi-week deployments.
Business benefit: Annual contract sold in ERP becomes a real visit plan — not a separate Excel on the rep’s laptop.
Field service software vs internal asset maintenance
Maintenance visit software at customer sites is not the same as maintaining your own CNC park or IT kit in-house. Both modules can run together in a full Frappe stack.
Support moduleCustomer Service
- Where At the customer
- Documents Maintenance Schedule / Visit, Warranty
- Typical user External service, B2B
- Goal Contract visits & SLA
Assets moduleAsset Maintenance
- Where On your premises
- Documents Asset Maintenance, Log
- Typical user Facilities, production, IT ops
- Goal Equipment uptime on site
Need internal maintenance too? See Asset Maintenance for your own asset register.
Field service software —
contract, visit, invoice on
SolutionsERP.
B2B service management connects Selling, CRM, Helpdesk, Projects, and Accounting — with reporting across schedules, visits, and SLAs.
