Services

An operational system for field service, end to end.

BoRo connects the critical pieces of a B2B field service, maintenance, or installation company: from the first request to technical close, ERP integration, and customer visibility.

( 01 )

Requests and customers

Structured intake from customer, contract, priority, SLA, and asset.

field service software
( 02 )

Quotes and contracts

Scope, approvals, coverage, commercial rules, and service conditions.

BoRo Operations OS
( 04 )

Work orders

Work orders connected with customer, asset, technician, materials, photos, signature, and costs.

work order software
How we do it
  • We map the real flow between office, field, customer, ERP, and billing.
  • We define the boundary between BoRo Operations OS and current systems.
  • We build first the module that unlocks the operational bottleneck.
  • We measure work orders, SLA, preventive work, pending parts, close, and time to invoice.
Requests and customers

Structured operational intake

Problem
Requests arrive by email, phone, sales teams, or messaging, and context gets lost before planning.
What we build
A centralized flow to register customer, contract, priority, SLA, asset, and technical context from the first request.
Integrations
CRM, email, customer portal, ERP, and internal systems when an API exists.
Operational benefit
Every request starts with traceability and can move toward quote, contract, or work order.
field service software
Quotes and contracts

Contract, scope, and SLA visibility

Problem
Technicians often execute without clear contract coverage, SLA, included parts, or pending approvals.
What we build
Modules for quotes, maintenance contracts, service rules, approvals, and billing conditions.
Integrations
ERP, invoicing, inventory, customer portal, and internal approvals.
Operational benefit
Less friction across operations, administration, and customers before field execution.
BoRo Operations OS
Planning and schedule

Field technician scheduling

Problem
Assigning technicians by availability, zone, urgency, skill, and spare-part availability becomes manual and fragile.
What we build
Visit planning, schedules, priorities, SLA states, and tracking for field technicians or crews.
Integrations
Calendars, maps, inventory, CRM, and ERP depending on the existing architecture.
Operational benefit
Better daily coordination and fewer calls to know who is going, when they arrive, and what they need to solve.
field technician management
Work orders

Connected digital work orders

Problem
A standalone work order is not enough if it does not connect customer, asset, parts, costs, evidence, and invoice.
What we build
Digital work orders with technician, asset, materials, photos, signature, log, costs, status, and administrative close.
Integrations
Inventory, ERP, customer portal, invoicing, and operational reporting.
Operational benefit
The work order stops being an isolated document and becomes part of the full operational system.
work order software
Field technicians

Mobile execution with context

Problem
The technician arrives without clear history, parts, checklist, or approval, and the office chases status by phone.
What we build
Mobile view for work order, route, checklist, photos, signature, comments, materials, and technical close.
Integrations
Schedule, assets, inventory, customer portal, ERP, and internal systems.
Operational benefit
Fewer internal calls and more trustworthy evidence from the field.
field technician management
Assets and history

Installed base and maintenance

Problem
Without asset history, every failure looks new and every visit depends on memory, loose photos, or scattered reports.
What we build
Asset history, preventive visits, corrective work, failures, evidence, parts used, and maintenance indicators.
Integrations
Inventory, contracts, technicians, ERP, customer portal, and documents.
Operational benefit
Technical and commercial decisions with accumulated context by customer, contract, and asset.
preventive and corrective maintenance
Inventory and spare parts

Materials connected to the work order

Problem
Close gets blocked because nobody knows if a part was used, reserved, returned, or is still pending.
What we build
Spare-part control attached to work orders, assets, warehouses, technicians, approval, and cost.
Integrations
ERP, inventory, purchasing, invoicing, and cost reports.
Operational benefit
Fewer stockouts, less duplicate entry, and visible cost per service.
connected inventory and spare parts
Evidence and signatures

Defensible technical close

Problem
Photos, signatures, and reports are scattered, making it hard to support billing or answer customers later.
What we build
Evidence, checklists, signature, comments, files, and reports tied to each order and asset.
Integrations
Customer portal, documents, ERP, invoicing, and internal repositories.
Operational benefit
The close leaves technical and commercial backing without reconstructing the visit.
digital evidence and signatures
Billing and ERP integration

Close into the ERP

Problem
The visit ends in the field, but billing is delayed because evidence, costs, parts, or approvals are missing.
What we build
Work order close, validations, ERP/invoicing integration, and reporting for administration and customers.
Integrations
Odoo, Defontana, SAP, Oracle, APIs, and proprietary systems when the system allows it.
Operational benefit
Less time between field visit, administrative close, and invoicing.
field service ERP integration
Customer portal and reporting

Customer visibility

Problem
Enterprise customers ask about status, reports, SLA, invoices, and assets because they have no place to check.
What we build
B2B portal for work orders, history, documents, quotes, approvals, SLA, and operational reporting.
Integrations
ERP, documents, invoicing, support, inventory, and asset data.
Operational benefit
Fewer repetitive requests and a more serious post-sale experience.
customer portal for field service
FAQ
Does BoRo replace my current ERP?

Not necessarily. BoRo can operate as the field service layer and connect with Odoo, Defontana, SAP, Oracle, proprietary ERP, or other systems when there is a reasonable technical path.

Which modules should be built first?

It depends on the bottleneck: requests, scheduling, work orders, technicians, assets, spare parts, evidence, portal, or billing. The diagnostic exists to prioritize without guessing.

What happens after the operational diagnostic?

We document the real workflow, the ERP boundary, required integrations, and the recommended scope to implement BoRo Operations OS in stages.

Services for Field Service and Field Operations | BoRo