Industry Benefits of a Unified ERP

Competitive Field Services firms are moving to the cloud to enable their teams to run on the same software in real-time

Say goodbye to multiple systems, Excel spreadsheets, the inability to report on KPIs, and guessing why one report doesn’t tie to another. Field Services companies that take advantage of modern, true-cloud ERP have a real-time view of profitability and can slice and dice profitability by client, project, service type, line of business, assigned personnel, and other characteristics. These analytic capabilities enable organizations to adjust on the fly and leverage historical data to optimize bid preparation for future projects.

Industries We Serve

Install and Service

  • Air Compressor, Pump and Motor
  • Boilers, Burners, and Furnace Equipment
  • Car Wash
  • Chimney Service
  • Electrical Repair
  • Elevator Service
  • Food and Beverage Equipment
  • Garage Door Installation
  • HVAC
  • Medical Equipment
  • Plumbing, Drain, and Jetting
  • Pool Service
  • Recycling Equipment
  • Roofing
  • Security Access
  • Septic Tank Service
  • Utility and Power Generation
  • Vehicle and Fleet Maintenance
  • Water Purification
  • Window Installation

Construction

  • Commercial
  • Environmental
  • Industrial
  • Infrastructure
  • Mixed-Use Development
  • Renovation and Remodeling
  • Residential
  • Telecommunication
  • Utility Fiber Optic (Last Mile)

Delivery and Logistics

  • Appliance Delivery
  • Courier Delivery
  • Equipment Pickup and Delivery
  • Fuel Delivery
  • Furniture Delivery
  • Medical Tranport
  • Medical Waste Disposal
  • Water Delivery

Property Management

  • Apartment Turnover
  • Carpet Cleaning
  • Fire Protection
  • Irrigation
  • Land Survey
  • On-Site Appraisal
  • Pest Control
  • Tree Removal
  • Window Cleaning

With more than 30 years of hands-on experience supporting services organizations of all specialties and sizes, Sentrien understands the unique requirements of running a services business.

Common Concerns

“I have several/many pieces of disparate software that run my business. My accounting department and project management staff have no real-time exchange of data.”

“I rely heavily on Excel spreadsheets for reporting. Updating and ensuring accuracy has become very time consuming and difficult.”

“I have lag times in my billing. My employees have trouble entering in their time accurately and/or quickly.”

“I don’t have accurate accounting methods for deferred revenue vs. unbilled AR.”

“I want to know budget vs. actual at any time in project. I want to know the profitability and efficiency of each part of my project, not just the bottom line.”

“Our company needs real-time data with anytime, anywhere, any-device access.”


Project Management 

Your financial success depends on disciplined project management, which is intrinsically and fundamentally linked to sound accounting and financial reporting across all departments and divisions of your company. The relationship between these two functions, ‘accounting and finance’ is effectively communicating and working together between estimating, forecasting, scheduling, and dispatching on the operations side and cost accounting, revenue recognition, and cash flow processes on the finance side. Each process requires input from each function to ensure the completeness and accuracy of job cost, profitability, and financial reporting.

Sentrien will equip your project managers with a complete end-to-end solution to monitor your business that will provide visibility not only day-to-day and week-to-week but also project-by-project. Mobile time and expense entry also eliminates any lag in billing and makes it easy for your staff to monitor cash flow.

The result is real-time data delivered to senior and line-level project managers, including KPIs and Dashboards for a full 360° view.

Easily Track Time, even in the Field

Let’s face it. Time tracking for remote field workers can be difficult. Paying your employees can seem even more daunting, between salary, hourly, job cost, and state-certified payroll requirements.

Let Sentrien take the worry away. Automate the tracking of all types of hours between headquarters and field staff. Your remote employees can use any mobile device to enter time by project, while your internal project manager uses their time reports to plan for future projects and hiring needs.

Broaden Project Visibility and Measure Performance

Sentrien can automate project records to include estimated start and end dates and completed contracts versus percentage-of-work completed – all while tracking actual versus planned end dates. Income and expenses associated with each project will have summary and detailed reports with automated reports available to be scheduled. For labor utilization, you can view time-budgeted versus time-spent, as well as planned vs actual team performance.

Job Tracking Reports

Current Backlog

Get a quick overview of work remaining on your open jobs — the number of jobs assigned to each service rep, and the number of hours left to complete their job-related tasks.

Estimated Job Profitability

Get a ‘best estimate’ of future profitability for your open jobs, based on certain assumptions: the expected revenue booked on the sales order and the loaded labor cost for the hours expected to complete each job.

Actual Customer/Job Profitability

Renew the profitability of your jobs based on actual posting revenue and expense transactions.

Employee Utilization

Don’t wait for a job to finish to find out what went wrong. Utilization reporting is one area most discussed during any new implementation as a method of improving the profitability by Job. Your employees will also appreciate the opportunity to discuss course corrections early in the job deliverable – especially if they are compensated on job performance.


What about my sales department?

Sentrien can automate your system to organize tasks, calls, and events, linking them to specific projects. Information regarding clients is managed in one place, so resource tracking is both complete and real-time for ever-improving client service. This data can further be segmented and leveraged for smarter client intelligence.

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