Resources

Guides for field service, maintenance, and field operations.

Practical content for teams coordinating technicians, assets, work orders, contracts, spare parts, ERP, and billing.

Guide

What Field Service Management Is and When a Company Needs It

A guide to field service management for service, maintenance, and installation companies with field teams.

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Guide

How to Digitize Work Orders Without Replacing Your ERP

How to move work orders into a digital system connected to assets, technicians, evidence, and billing without replacing the ERP.

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Guide

Spreadsheets vs Work Order Software: When It Stops Being Enough

Criteria to know when spreadsheets stop working for work orders, technicians, assets, SLA, parts, and administrative close.

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Guide

How to Manage Field Technicians Without Losing Traceability

How to coordinate technicians, routes, work orders, evidence, status, and SLA without depending only on messages or calls.

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Guide

How to Reduce the Time Between Service Visit and Invoice

How to connect technical close, evidence, parts, approvals, and ERP so billing does not reconstruct the visit.

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Guide

7 KPIs for a Field Service Company

Useful field service indicators: preventive compliance, SLA, backlog, pending parts, work order close, and billing.

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Guide

How to Control Preventive and Corrective Maintenance by Asset

How to organize preventive work, corrective work, history, failures, parts, evidence, and indicators by installed asset.

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Guide

ERP vs Field Service: Why They Do Not Solve the Same Problem

Differences between ERP and field service, and how to integrate them without duplicating data or forcing the operation.

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Guide

How to Integrate Defontana with a Field Service Operation

Criteria to connect Defontana with work orders, parts, evidence, ready-to-bill states, and operational reporting.

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Guide

How to Manage Elevator Maintenance Contracts Digitally

How to digitize contracts, calendar, elevators, work orders, logs, failures, parts, quotes, and history.

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Resources on Field Service and Maintenance Operations | BoRo