Field Service Software

Integrated Field Service Management Software. Deliver exceptional customer service, improve resource utilisation and communication with field engineers, automate service processes, streamline invoicing and drive your profitability.

We help businesses that have a field service operation to automate and streamline their service processes whilst experiencing staff productivity gains. The result is significant improvements in customer service, cost savings and revenue growth.

Powerful tools for reactive and preventative maintenance scheduling, resource management, CRM, HR and stock control through to financials are all within one system. Our simple drag and drop planning boards coupled with access via remote devices ensures head office and engineers work in true unison. With immediate access to their next job, parts availability and the ability to capture time and materials on the job your engineers can deliver a more productive service to your customers.

We understand being successful in field service means sending the right technician to the right job at the right time with the right parts – all at the lowest cost possible.

A fully integrated, single database solution, Greentree works seamlessly allowing you to simply switch on modules that fit your business best and deliver the tools to support your people in managing your organisation day-to-day. Greentree can be hosted in the cloud or on your premises, and offers a full range of security and back up options.

  • Drive staff productivity – engineers have access to the latest information about the work assigned to them on their mobile device. Staff can enter times, materials and details used for each job whilst viewing job specifications, drawings, datasheets, health and safety information and photographs. Engineers can report back on the nature of the problem in real-time, the actions taken, outcomes, and the client signature.
  • Scheduling & Resource Management – get the right people to the right job at the right time. Notifications are fed through to field workers instantly so no need for time consuming calls to the office. Drag and drop functionality makes it easy to move or reschedule work and changes automatically feed through to engineers.
  • Faster, easier and more accurate billing – accelerate cash flow with instant invoicing – parts and any other costs associated can be entered on the fly.
  • Improve customer satisfaction – increase first time fix service calls whilst decreasing the average time to repair. Reduce customer complaints resulting from disputes over services provided.
  • Complete Asset Management – securely capture and store all asset information, including third parties, with full history and maintenance cycles for each item.
  • Maximize sales opportunities – work identified can be quoted for on-site so maximizing every sales opportunity.
  • Parts and stock visibility – provide service staff with visibility of inventory availability whilst tracking van stock.
Field Service Case Studies
Request a call back
Download or view Greentree ERP Software brochure

Powerful, flexible, integrated field service software that grows with your organisation – simply choose the modules you need…

View all product suites

“With Greentree I can now drill-down to get the information I need with a few clicks, previously I’d have to follow a paper trail from cupboard to cupboard… “Greentree enables us to do the same jobs with fewer people, and has made us more efficient as a team.”

Mandy Philpott, Financial Controller, Bronx Engineering

Bronx Engineering chose Greentree for efficient job costing and financial analysis.

“We were pleased to see that it was fully integrated, a complete package, and we decided it was going to make a real difference and plug a lot of gaps for us. We kept coming back to the fact that it would work out of the box, and was still flexible in terms of configuration.”

Michael Irving, UK Finance Manager, Alimak Hek

Alimak Hek looked to Greentree for a “long-overdue overhaul”, bringing many disparate processes together
View all customer stories