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Essential Software Solutions

Field Service Management Software for Efficient Service Operations

From Field to Finance — One Unified Solution for Field Operations

Infor CloudSuite Field Service Management helps service teams schedule, dispatch, and complete work orders faster—while keeping technicians, inventory, and customers connected in real time.

Learn More About Infor CSI Field Service

Infor CSI Field Service and Rental Management helps companies manage everything that happens after a product leaves the factory—installation, maintenance, repairs, and equipment rentals. Instead of juggling work orders, schedules, and customer data across different tools, it pulls everything together in one connected platform (e.g. installation, maintenance, repairs, and equipment rentals).

  • Dispatchers instantly assign the right technician with the right parts
  • Technicians see all customer and warranty details on their mobile device (even offline),
  • Managers get real-time visibility into performance, inventory, and billing.

Capabilities of Infor CSI Field Service

Infor Field Service and Rental works hand in hand with Infor CSI, giving your entire service operation the visibility and control it needs —all in one connected system. It eliminates the frustration of juggling separate siloes by keeping your field teams, equipment, and customers fully in sync, in real time.

Smart Scheduling & Dispatch

Automatically match each job with the perfect technician based on skills, location, and available parts, ensuring faster response times and higher first-time fix rates.

Mobile Access (Online or Offline)

Equip technicians with everything they need on their mobile device — service order instructions, customer history, asset details, and warranty info — even when they’re out of network coverage.

Service Contracts & Warranties

Automate contract renewals, warranty tracking, and claims processing so customers get faster resolutions without manual effort.

Real-Time Visibility

Monitor work orders, technician performance, and parts usage from a single dashboard, helping managers make quick, data-driven decisions that improve uptime and profitability.

Rental Management Simplified

Manage equipment rentals, billing cycles, maintenance, and availability while tracking every asset, eliminating duplicate-entry, and capture new revenue seamlessly.

Specialized by Industry

Infor CSI Field Service provides highly focused capabilities that help companies compete effectively in selected industries.

Contract Service

Efficiently track the specifics of every customer's ongoing requirements so that you always deliver top-quality service profitably. Ensure that you're currently satisfying service level agreements and can continue to do so in the future.

Equipment

Schedule preventive maintenance for income generating assets to prevent unexpected downtimes, extend the lifecycle of equipment, and maximize warranty cost savings.

HVAC

Track and manage service level agreements with maximum efficiency. Visibility into contract details, unit, and service history improves decision making and creates opportunities to up sell or extend service agreements.

Hospitality and Facility Management

Track and manage work orders for faster completion of service requests, more accurate billing, and greater customer satisfaction.

Infor Field Service and Rental can serve a wide range of asset-intensive and service-driven sub-industries. Examples include:


  • Industrial machinery distribution
  • Construction equipment rental
  • Heavy equipment dealers
  • Agricultural machinery service
  • HVAC service contractors
  • Electrical equipment suppliers
  • Oilfield equipment maintenance
  • Mining equipment service
  • Utilities (gas, water, electricity)
  • Renewable energy (solar/wind) service firms
  • Telecommunications field service
  • Medical device servicing
  • Laboratory equipment suppliers
  • Automotive parts distributors
  • Aerospace ground support equipment providers
  • Facilities management companies
  • Commercial refrigeration service
  • Industrial automation and robotics maintenance
  • Transportation fleet maintenance providers
  • Marine and offshore equipment rental/service companies

Infor CloudSuite Field Service Advantages

Drive Performance. Reduce Costs. Delight Customers.

  • Resist attacks by competitors by developing a highly responsive, information-driven service organization that leads to trusting, long term customer relationships.
  • Fine-tune information systems on the fly to solve day-to-day business challenges quickly and efficiently.
  • Rapidly adjust schedules as new orders arrive, to deliver services on time, without interruption.

Boost Productivity

Complete more service calls every day with automated workflows, smart scheduling, and real-time coordination between field techs and the back office.

Increase Uptime

Eliminate downtime caused by communication gaps or missing parts — everyone sees the same live data, so issues are resolved faster.

Enhance Customer Experience

Deliver quicker, more dependable service with real-time updates and mobile tools keeping customers informed and satisfied.

Simplify Management

Bring service, rental, and your enterprise data together in one intelligent system, cutting out manual work and guesswork.

Unlock New Revenue Streams

Add rentals or recurring service contracts all in the same platform, without the headache of managing multiple systems.

Explore Infor CloudSuite Industrial

Cloud-powered solution built for small to medium-sized manufacturers. It supports:

  • Make-to-order (MTO), 
  • Configure-to- order (CTO), 
  • Engineer-to-order (ETO), 
  • Make-to-stock (MTS), 
  • Mixed-mode,
  • Batch Process 
Explore Infor CSI

Capital Equipment Manufacturers Demand Integrated Field Service & Quality Assurance Systems

Equipment manufacturers have been extending their ERP software expectations. Engineer-to-order and project-based manufacturing tools, along with planning and scheduling modules, are critical requirements for the equipment industry. Equipment manufacturers are also recognizing the need to have an integrated QA system to comply with International Organization for Standardization (ISO) standards. 

    Equipment manufacturers require testing and inspection at numerous control points, ultimately capturing the data in their system of record for ISO compliance standards.

    An integrated ERP & QA system accommodates inspecting parts, in-process inspections, and final acceptance testing. Systems like Infor can also be used for non-conformance and corrective actions as well as tracking Documents.

    Lack of integration results in dual data entry and increases mistakes. Pulling accurate and comprehensive reports across multiple data silos, will be more complex and quality audits will be arduous. Instead of bouncing between loosely cobbled systems with light (or no) integration, integrating QA within the Equipment manufacturers ERP, will result in one source of the truth.

    Even more advanced features are available such as integrated shop floor mobile systems for quality inspections. Infor customers use Infor’s Factory Track for much more than just QA, such as attendance, labor collection, material transaction barcoding, and lot and serial traceability.

Integrated service management and tracking field activities, from installation to ongoing maintenance are assumed within ERPs. ETO manufacturers using 3rd-party field service bolt ons will have the same challenges as those with unintegrated QA systems. Customer service agents are forced to scour throughout multiple data silos to uncover information relating to warranties, unit configuration, unit location, and repair and service history.

While defining ESS’ side by side ERP comparison chart, many Equipment manufacturers were interviewed. They all assumed an integrated service system was included when purchasing their ERP. 6 months after installing, each recognized the 3rd party Service module acquired were barely integrated at all. Many have created workarounds, using work orders as service orders, or end up purchasing non-integrated field service standalone modules. 

A critical phase for any Equipment manufacturer is managing the installation and scheduling the project’s phased deliveries. Among many other tasks, the project manager has to ensure all transport and permits are in place, and even collaborate with local contractors.

Some ERPs (like Infor) have an integrated service management platform to accommodate related activities: scheduling via GPS map visibility of crew locations, get routing information as well as capturing travel and expenses.

An integrated ERP including service management can accommodate everything from equipment rentals to truck scheduling. As part of the project the prep, transport, and set-up costs are also captured, allowing to measure and analyze true profitability.

After the Equipment has been installed, manufacturers can have after-market warranties and scheduled PM contracts, or even performing reactive repairs. The service management functionality schedules PM & warranty work. The field service teams that perform corrective actions, repair work, and parts replacement on equipment can access complete unit configuration via their mobile devices. As a result of 100% integration throughout the ERP, the as-built equipment configuration is always available to the service team. 

The service management application facilitates field technicians taking photos, obtaining electronic customer signatures, and recording the labor and materials consumed on the service repair order. These repair costs can be attributed to the warranty, against a service contract or be billed directly to the customer. A result of accounting integration, bill creation is instant, which increases cash flow and fewer days outstanding for the service department work.

Infor ERP also presents full mobile capabilities for field techs doing installs, warranty work, service and maintenance contract work, or unscheduled reactive repair jobs.

The benefits of any integrated ERP system are vast. Yet there are limited ERP alternatives that address the strict functional needs for equipment manufacturers. 

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Frequently Asked Questions (FAQ) About Infor CSI Field Service and Rental Management

It connects service, rental, and repair operations in one system — from scheduling and dispatch to billing and asset tracking . Eliminates disconnected tools, reduce manual work, and gains a single source of truth for all service activity.

Technicians get mobile access to customer history, asset details, and warranty information — even when offline. They arrive fully informed, fix issues faster, and build stronger customer relationships through reliable, data-driven service.

Yes, it manages both within the same database — rental agreements, maintenance schedules, billing, and service calls all flow together. Expand into rental or hybrid service models without adding new software or duplicate data entry.

The system automatically assigns jobs based on technician skill, availability, location, and part readiness. Reduce travel time, increase job completion rates, and make better use of your workforce.

Managers can track every work order, technician, and asset in real time through dashboards, inquiries and reports. Instant insight into performance, costs, and resource utilization means faster and accurate decisions.

Seamlessly. It integrates natively with Infor CSI, sharing data across finance, inventory, and customer service. Avoid complex integrations and get consistent, accurate information across yourthe entire organization.

Customers receive quicker responses, accurate updates, and consistent service quality. Faster turnaround building trust and loyalty — keeping customers coming back instead of shopping competitors.

Absolutely. It supports industries from heavy equipment and manufacturing to utilities and medical devices. You can start small and expand fas your service operation grows, without ever changing systems.

Transforming your service department from a cost center into a profit center by improving efficiency, uptime, and customer retention. More completed jobs per day, less downtime, and higher recurring revenue — all from one connected platform.

Implementation is phased and designed around your existing capabilities. Core ERP and service functions stay live while the new system is configured and tested. You transition smoothly without downtime, keeping technicians and service teams productive throughout the rollout.

Yes. Infor’s implementation partners migrate existing work orders, customer histories, and rental records. Your team starts day one with full visibility into past service data, without losing valuable customer or asset history.

The mobile and desktop interfaces are clean and intuitive, designed for technicians who spend more time in the field than at a desk. Training is short and hands-on, so adoption is quick and user adoption is high.

Not at all. Field Service and Rental is built to plug directly into CSI, using the same data model and interface. Extending your ERP, not replace it — with less IT overhead and fewer integration headaches.

Most manufacturers and service-based companies report measurable gains within the first 6–12 months — faster scheduling, fewer missed jobs, and increased billing accuracy. Efficiency and uptime improvements pay for the system quickly, while customer satisfaction drives long-term growth and repeat business.

Yes. Infor utilizes AWS’ enterprise-grade cloud security with user-based permissions and encrypted connections for all mobile transactions. You get flexibility and mobility without compromising on data protection or compliance.

As you can benefit from Essential Software Solutions technical support services, also you will have access to Infor’s global support network and partner ecosystem, plus ongoing updates as part of CSI’s roadmap. Your system stays current, supported, and continuously improved without costly upgrades or replacements.

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Do you have questions about ERP selection, ERP implementation, ERP trainings or any other issues with digital transformation? Talk with one of our advisor, we'd be glad to help you.


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