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Home > Solutions > ERP > Aptean Field Service

Ready for Complete Field Service Industry Solutions

Streamline dispatching, inventory, quoting and financial reporting processes—not only reduce response times and cost, but increase profit and customer satisfaction.

Aptean Field Service Traverse Edition improves your vital service functions like never before, enabling your company to serve your customers more quickly and efficiently.

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Optimize Your Field Service

Dispatch Operation

Food Equipment

Food Service Software helps manufacturers and distributors of commercial, restaurant and other industrial food equipment handle all aspects of business operations.


All-in-one HVAC Software gives heating, air conditioning and ventilation companies the tools they need to manage the many moving parts of their business.

Garage Door

Garage Door Software facilitates operations for residential and commercial garage door companies in overhead door sales, installation, maintenance and service.

Electrical Contracting

Electrical Contracting Software provides robust features for technicians in the field for electrical installation, service, maintenance and repair.

Productivity. Efficiency. Flexibility.

With service industry-specific software, keep your service personnel doing what they do best—serving your customers. Maximize your company’s resource efficiency with the tools to manage your client service needs by ensuring that the right person is scheduled for the job, with the right tools to get the job done. Then minimize the time between when you receive that first customer call and the billing for services completed.

Aptean Field Service evaluates service needs, accesses customer information and history, tracks inventory and job resources, and optimizes schedules to get the work done quickly and efficiently while providing technicians with the tools they need to meet and exceed customer expectations.

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Comprehensive Software Solution

In this complex industry, utilize field service industry software that integrates all of your operations at the home office and in the field – connecting your dispatched employees and providing them the information they need right at their fingertips.

Streamlining operations with innovation and increasing operational efficiency is necessary for field service businesses to remain productive, competitive and profitable in today’s market. Our all-in-one solution has the tools to manage every aspect of your business from equipment sales and installation to dispatching, maintenance and service.

  • Service/Installation Quoting

  • Work Order Management

  • Dispatch and Scheduling

  • Mobile-Enabled Technician

  • Equipment Management

  • Preventive Maintenance

  • Service Contracts and Warranties

  • Inventory Management

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Integrate All Facets of Your Company

With one streamlined system and single, integrated view of your company, you can manage equipment, employees and service calls—accessing real-time data whenever and wherever it’s needed. The robust functionality handles all business operations with intuitive interactive views that allow quick and easy searches for information for viewing or making adjustments. Our user-friendly interface improves visibility and communication among everyone in your organization, whether on-site or in the field.

An integrated system provides the following advantages:

  • Facilitates collaboration

  • Provides efficient service management and delivery

  • Increases productivity

  • Reduces Costs

  • Allows efficient allocation of resources

  • Improves communication with vendors and customers

  • Enables visibility across organization

  • Drives profitability

  • Improves customer satisfaction

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Faster Processes.

Happier Customers.

Scheduling and Accounting Features

  • Efficient call handling, scheduling, dispatching, parts/labor entry and flexible billing

  • Maintenance of parts lists and knowledge base articles

  • Billing of third-parties such as manufacturers or insurance companies

  • Warranty identification to adjust billing

  • Ability to enter user-defined equipment types and define multiple warranty periods/service intervals

Inventory and Reporting Features

  • Equipment tracking and history

  • Maintenance of inventory information

  • Accessibility to work order calendar, with drilled down details available

  • Web-based mapping integration to locate customer sites/optimize routes

  • Job-based estimates and cost tracking

  • Multiple views and reports to track services from work order through billing

Top 5 Reasons Field Service Companies Choose Aptean

Along your digital transformation journey, there will be a need to ditch spreadsheets, get rid of manual processes and dump disparate systems in favor of a feature-rich, comprehensive, integrated solution.



Personnel can receive jobs, perform site inspections, see site notes, upload photos and add inventory and/or labor to scheduled work orders. Get signature approval on work performed while at the client’s site, repair history, receive payment and much more.



Get a real-time look at your inventory quantities, counts, on hand versus committed inventory and the ability to see what job inventory items are committed to. You can also have an unlimited number of inventory locations to choose from all from the field.

Schedule and Dispatch

Schedule and Dispatch

Easily organize your technicians by assigning them to zones or by attaching them to a particular dispatcher.



Generate flexible, comprehensive reports on an as-needed basis or automated for different roles within your company. Drill down into interactive report information to see inventory documents, source transactions, personnel data and more.

Seamless Accounting

Seamless Accounting

Easily turn a customer call or request into a work order, add labor codes and inventory items in the field or at the back office level and convert to an invoice once the job is complete.

Ready to transform your business?

We’ve got the specialized industry software to help your organization thrive.

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