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Sage Field Operations

Sage Field Operations provides field service teams with critical site details they need to improve productivity and deliver excellent customer service.

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Key workflows to connect your field to office

Sage Field Operations lets field technicians and office staff improve productivity and reduce risk with an up-to-date picture of crucial metrics such as average repair time, technician utilization, and customer satisfaction.

Simplify scheduling

Maximize technician utilization using real-time information of daily schedules and GPS locations.

Improve communication

Access inventory, enter daily logs, create work orders, all while on-site, ensuring timely project delivery.

Access business intelligence

Forecast revenue and labor requirements based on dependable data and historical trends, reducing risk.

Improve service rates

Technicians can check inventories and order materials using up-to-date availability, improving first-time fix rates.

Simplify field service

Connect critical field and office processes to break down data silos to unite your entire business.

  • Optimize your resources for demand and requirements, improving scheduling and crew management.
  • Empower technicians with what they need to complete jobs right the first time.
  • Reduce administrative tasks and streamline quoting, inventory, and invoicing for the field.
  • Track where your technicians, inventory, projects, and invoices are at any time.

Streamline scheduling, work order management, and invoicing

Increase technician efficiency with automation, optimization, and planning.

  • Balance work between resources and maximize utilization and demands to increase capacity.
  • Build estimates and work orders using precise costs for materials, reducing guesswork, inaccurate quotes, and unexpected overruns.
  • Easily manage service agreements resulting in higher profit margins and better resource allocation.

Optimize field-to-office communication

Scale resources and accelerate technician productivity. Reduce manual effort and simplify processes.

  • Distribute and manage work with the ability to receive, assign, track, and close out work in one place.
  • Use checklists, photos, and forms to match your process requirements, ensuring you get all the information you need.
  • Reduce risk, shorten job time, and provide proactive service by having all core workflows integrated in a single platform.

Scale your capabilities

  • Integrate seamlessly with Sage 100 Contractor, Sage 300 CRE, and Sage Intacct Construction.
  • Gain insights with business intelligence features that enhance operations, identify trends, and forecast future resource requirements.
  • Access a 360-degree views of leads, estimates, job costs, construction, and service operations for more comprehensive forecasts.

Jaime Pascucci

Operations Manager, Airstron Inc.

"We have more insight into the profitability of our service business, and we have greater visibility into every aspect of our operation."
Read the full story

Sage Field Operations FAQs

With Sage Field Operations, you can provide field service teams with critical site details they need to improve productivity and deliver excellent customer service. See historical work orders, equipment details, and client and technician-specific notes from the field. Reporting features allow you to see which areas of your service business are most profitable and forecast capabilities for future growth.

Sage Field Operations is a great solution for any specialty contractor with service technicians, including HVAC, electrical, plumbing, mechanical, refrigeration, fire protection, security/alarm, and many others. 

Sage Field Operations is built for commercial contractors. However, it does have key residential workflows that provide core functionality for companies focused on both commercial and residential.

Sage Service Operations has been updated and renamed Sage Field Operations. It is the same great solution with the benefit of added features and functionality. This updated solution is available across Sage 100 Contractor, Sage 300 CRE, and Sage Intacct Construction. Key workflows deeply integrated from field to office have never been smoother with our newest upgrade.

Yes! Sage Field Operations can accept credit card payments in the field with hardware or click-to-pay via the auto-generated invoice.

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