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Software Evaluation Features and Functions

Before you can begin comparing enterprise software solutions, it's important to understand the features and functions that you need to run your business.Below, you'll find links to comprehensive models of features and functions for several types of enterprise software, accounting, asset management, business intelligence (BI), content management systems (CMS), enterprise resource planning (ERP), human capital management (HCM), product lifecycle management (PLM), product portfolio management (PPM), relationship management, and supply chain management (SCM). These feature/function models can help you better understand vendor offerings as you compare software solutions, including

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Field Service Management Features and Functions



  • Maintains shipment history by product or customer

  • Tracks revisions by serial number via engineering change interface

  • Cross-references serial numbers and engineering change orders

  • Tracks serial numbers and service agreements

  • Maintains customer–product cross-referencing

  • Contract numbers and service agreements

  • Service type codes

  • Tracks warranty numbers and expiration dates

  • Tracks serial numbers

  • Cross-references serial numbers and warranties to check warranty status

  • Reports field service and call activity

  • Records model or serial number, with assembly-level services

  • Equipment type code

  • Failure type code

  • Repair code

  • Bills mileage, travel time, repair costs, and administration costs

  • Location code

  • Customer purchase order number

  • Field sales office

  • Date serviced

  • Field engineer employee code

  • Charges include estimate and actual

  • Time of service

  • Replacement serial number and engineering change order data

  • Reports service and engineering activity data

  • Reports mean time between failures

  • Reports product failures by type and engineering change order level

  • Field service accounts receivable interface for payment

  • Field service inventory tracking

  • Issues return material authorization

  • Assigns code to return material assignments

  • Issues and ships replacement items

  • Processes return-to-supplier transactions

  • Provides items, labor, and travel as percentage of expenses

Field Service and Repairs Features and Functions
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