Service Management Component Ranking Name(Required) First Last CRM (contacts, history, site details, etc)1 – Compromise Expected2 – Not Sure3 – Compromise UnacceptableContract Management1 – Compromise Expected2 – Not Sure3 – Compromise UnacceptableWork Order Management1 – Compromise Expected2 – Not Sure3 – Compromise UnacceptableInventory Management (truck stock, warehouse, etc)1 – Compromise Expected2 – Not Sure3 – Compromise UnacceptablePurchase Order Management (field requisitions, tracking delivery, etc1 – Compromise Expected2 – Not Sure3 – Compromise UnacceptablePreventative Maintenance Management (scheduling, reminders, tasking, etc)1 – Compromise Expected2 – Not Sure3 – Compromise UnacceptableScheduling and Dispatch1 – Compromise Expected2 – Not Sure3 – Compromise UnacceptableTechnician Mobile App1 – Compromise Expected2 – Not Sure3 – Compromise UnacceptableCustomer Asset Tracking (service history, warranties, age, etc)1 – Compromise Expected2 – Not Sure3 – Compromise UnacceptableBilling and Invoicing1 – Compromise Expected2 – Not Sure3 – Compromise UnacceptableTime Keeping1 – Compromise Expected2 – Not Sure3 – Compromise UnacceptableReporting and Analytics1 – Compromise Expected2 – Not Sure3 – Compromise UnacceptableWorkday Native Integration1 – Compromise Expected2 – Not Sure3 – Compromise UnacceptablePenta Native Integration1 – Compromise Expected2 – Not Sure3 – Compromise UnacceptableFuture ERP TBD Native Integration1 – Compromise Expected2 – Not Sure3 – Compromise Unacceptable Δ
