Field Service ERP Software

Rootstock manufacturing ERP software joined with Salesforce Service Cloud gives field service teams 360° insights into service orders, product details, as well as parts and inventory availability all on one single platform.

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Rootstock Field Service ERP Benefits

Field Service ERP software screen showing customer contract master information

Resolve Service Issues Faster

Create and manage customer service contracts that meet any requirements; are flexible enough to cover various offerings and unique customer needs; and create more loyal customers.

  • Link sales orders by contract, control contracted pricing, and establish billing cycles that run manually or automatically through Salesforce Service Cloud. 
  • Identify the appropriate Service Technician based on service territory and skill set.
  • Discover recommended parts and activities for Work Type and estimate the required work duration based on similar orders from the past (leveraging Einstein AI).
  • Find the closest required inventory across vans, depots, and other inventory locations. 

View Success Story

“Rootstock has helped the Handsfree Group streamline our field service operation by improving traceability of inventory from PO receipt to product consumption by our technicians. This has helped reduce warehouse transactional errors by 52% and has helped increase our first-time success rate to over 98%.”

Chris Jones
Head of Operations, Handsfree Group
Work order invoicing chart for Salesforce Field Service ERP

Enhance Customer Service with 360° Visibility

Combine the Salesforce Service Cloud with Rootstock’s Manufacturing ERP System to empower call center agents and field service reps with a complete view of everything they need to build customer loyalty.

  • Instantly populate the service order with up-to-date customer master data.
  • Resolve a service call in a single visit with clear visibility to inventory and when it can be available to promise (ATP).
  • Get immediate visibility into warranty status, product history, available inventory, maintenance records and more from a single location. 
  • Automatically determine if work is covered by warranty, and if not, invoice customers directly from the mobile app when a service call is completed.

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“When our customer service department gets a request, we are able to respond quickly. Our sales and customer service department can now forward an invoice or packing slip with the touch of a button.”

Chris Muto
Sales Operations Manager, Pro-Tech
Software screen showing how to manage products serviced and built with field service ERP

Synchronize Service with Manufacturing

Rootstock ERP for field service combined with Salesforce Service Cloud connects your field service teams to inventory, returns, refurbishing, and depot repair processes for faster, more first-call resolutions. 

  • Initiate and manage the return material authorization (RMA) process to repair, refurbish, or retire removed components as required. 
  • Gain clear visibility to real-time inventory availability. 
  • Replenishment of inventory consumed by Field Service via MRP or DRP. 

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Increase Customer Satisfaction with Rootstock ERP on Salesforce

Get full visibility into customer service cases and related sales orders, invoices, shipments, returns, and credits from a single location with Rootstock Cloud ERP for field service. 

  • Automated Returns Management: Use Rootstock Customer Service ERP to process returns faster and delight customers with automated return management & streamlined approvals.
  • 360° View of Every Customer Interaction: Improve first-call resolution with a 360° view of the customer, including transactions, interactions, and requests, using the Salesforce Service Cloud console.
  • Integration with Salesforce Field Service: Complement Salesforce Field Service by connecting your field service ERP to inventory, RMA, refurbishing, and depot repair processes for better end-to-end customer service.
  • Online Customer Communities: Give customers more options to quickly resolve service and support issues using online service channels and self-service communities and forums.

Request a Demo

See how Rootstock field service ERP software provides full visibility into customer service cases and related sales orders.

Explore the Rootstock Cloud ERP Product Suite

Inventory Management Sales CRM Order Management Engineering Supply Chain Planning Production Planning Financials Analytics & Insights Customer Service