Field service management selection with a clear ERP boundary.
Lightbridge ERP runs vendor-neutral field service management selection in-house: requirements definition, RFP management, and integration architecture between FSM and ERP. We evaluate dispatch, technician workflows, parts, and financial handoffs without vendor kickbacks. Hands-on FSM implementation goes to vetted partners under Lightbridge project management and technical leadership, with one accountable program owner through delivery.
Lightbridge ERP field service selection capabilities.
Work orders and dispatch
Define work-order intake, priority, assignment, escalation, and completion evidence. Lightbridge ERP scripts emergency calls, repeat visits, and canceled jobs so dispatch fit is demonstrated before a platform is selected.
Technician scheduling and mobile access
Score skills, territories, travel time, crew availability, and appointment commitments. Test mobile access to instructions, time capture, photos, and signatures, including offline work and synchronization after service returns.
Parts and truck-stock inventory
Evaluate reservations, van replenishment, technician transfers, serial tracking, and unused-part returns. Trace each field movement into ERP quantity and valuation records, with clear ownership of purchasing and stock reconciliation.
Asset and equipment history
Test the installed equipment hierarchy, serial numbers, maintenance history, meter readings, and preventive-maintenance triggers. Establish how technicians see prior repairs and how asset identity survives replacement or customer-site changes.
Service contracts and warranties
Define contract coverage, response commitments, included visits, warranty eligibility, and billable exceptions. Require a demonstration that distinguishes covered labor and parts from chargeable work before completion reaches billing.
FSM and ERP integration architecture
Map dispatch and work-order events to inventory, procurement, billing, and the general ledger. Lightbridge ERP defines source ownership, posting triggers, reconciliation, duplicate prevention, and recovery requirements in-house as part of selection.
Lightbridge ERP leads selection and delivery through vetted FSM partners.
Lightbridge ERP runs discovery with dispatchers, technicians, service managers, warehouse teams, and finance. Requirements become an RFP and a weighted scorecard. Demonstrations must cover the actual operating day: an urgent call, a missing part, a technician working offline, a warranty dispute, and a return visit. The recommendation documents fit, unresolved gaps, licensing assumptions, and delivery risk.
Hands-on FSM platform implementation is delivered through Lightbridge's vetted partner network. Lightbridge selects and vets the partner against the chosen product, mobile workflows, migration needs, and integration scope. Our project management and technical leadership continue through design, testing, cutover, and stabilization. The partner executes the build against agreed acceptance criteria.
The selection package includes the target system boundary, data ownership, integration requirements, scored results, and implementation roadmap. See the selection methodology and 100% Unbiased Guarantee for the decision standard that also applies to FSM.
Lightbridge ERP connects field execution to financial control.
An FSM decision is not a full ERP replacement decision. The FSM platform owns dispatch, work orders, and technician scheduling. The ERP owns the general ledger, inventory valuation, parts procurement, and consolidated financial reporting. Service billing may begin in either system, but the design must name one invoice authority and define how approved work reaches receivables and revenue accounting.
Truck stock makes that boundary tangible. A technician reserves a part, uses it on a covered repair, and returns an unused component. The FSM needs operational quantities. The ERP needs the correct stock movement, cost, replenishment signal, and accounting period. Lightbridge ERP tests the entire sequence, including offline capture, repeated messages, failed transfers, and corrections after a work order closes.
Customer equipment history also differs from the corporate fixed-asset register. Define which assets belong to customers, which are company-owned, and how each is identified. Lightbridge ERP specifies the integration architecture in-house and makes interface evidence part of vendor scoring. If the existing finance platform needs a broader review, that becomes a separately scoped ERP needs assessment.
Lightbridge ERP builds the FSM shortlist from service requirements.
Evaluation candidates include ServiceTitan, Salesforce Field Service, Microsoft Dynamics 365 Field Service, IFS, and Comarch. Inclusion is an evaluation starting point. The shortlist follows work-order complexity, territory coverage, equipment history, contract rules, and the client's existing ERP.
Lightbridge ERP asks each vendor to identify the modules, mobile capabilities, API permissions, and external components required for the proposed scope. A familiar CRM or ERP vendor name does not prove that the field workflow fits. Demonstrations and reference checks must establish that fit before commercial terms and the partner delivery plan are finalized.
Lightbridge ERP has no FSM reseller quota.
No vendor kickbacks, referral fees, or partner-tier sales incentives on ServiceTitan, Salesforce, Microsoft, IFS, or Comarch. Under the 100% Unbiased Guarantee, Lightbridge will not bid on or accept implementation for a client whose selection it advised. FSM builds are always performed by vetted partners. Lightbridge continues project management and technical leadership of that partner delivery.
Lightbridge ERP field service selection: frequently asked questions
What is field service management selection?
Field service management selection is the structured evaluation of software used to coordinate work performed at customer sites. It covers work orders, dispatch, technician schedules, mobile workflows, service parts, equipment history, and contract coverage. Lightbridge ERP defines requirements, manages the RFP, scores vendor demonstrations, and designs the boundary with the ERP before recommending a platform.
Which field service management platforms does Lightbridge ERP evaluate?
Evaluation candidates include ServiceTitan, Salesforce Field Service, Microsoft Dynamics 365 Field Service, IFS, and Comarch. The shortlist follows the service model, scheduling complexity, asset requirements, mobile working conditions, and existing systems. Each candidate must demonstrate the same representative scenarios. Product packaging, API access, required modules, and implementation dependencies are confirmed during the RFP rather than assumed from the vendor name.
Does Lightbridge ERP implement FSM platforms in-house?
No. Lightbridge ERP performs vendor-neutral FSM selection, requirements definition, RFP management, and integration architecture in-house. Hands-on FSM platform implementation is delivered through vetted partners under Lightbridge project management and technical leadership. This applies to every evaluated FSM platform, including Salesforce Field Service and Microsoft Dynamics 365 Field Service. Lightbridge remains responsible for program governance and technical acceptance.
Is selecting an FSM platform the same as replacing the ERP?
No. The FSM platform owns dispatch, work orders, and technician scheduling in the agreed architecture. The ERP owns the general ledger, inventory valuation, parts procurement, and consolidated financial reporting. An FSM selection can keep the existing ERP. Lightbridge ERP evaluates the integration boundary first and identifies any finance-system limitations that would require a separate ERP decision.
How should an FSM platform integrate with the ERP?
Start with record ownership for customers, service locations, equipment, items, work orders, contracts, and invoices. Define how parts consumption, labor, completed work, and returns reach the relevant accounting processes. The design needs identifiers, mapping, posting rules, timing, reconciliation, and recovery from failed or duplicate messages. Selection should prove that an interrupted mobile session cannot create duplicate inventory movements or charges.
What does an FSM selection engagement produce?
Lightbridge ERP produces a prioritized requirements set, an RFP, scripted demonstrations, weighted scores, and a documented recommendation. The decision package includes integration architecture, data-migration scope, licensing and delivery assumptions, risks, and an implementation roadmap. Partner evaluation covers the chosen platform and service workflows. The same acceptance criteria then guide the partner-delivered build under Lightbridge leadership.
Does Lightbridge ERP have reseller incentives on FSM platforms?
No. Lightbridge ERP accepts no vendor kickbacks, referral fees, partner-tier sales incentives, or reseller quotas. The 100% Unbiased Guarantee also prevents Lightbridge from bidding on or accepting implementation for a client whose selection it advised. FSM implementation is always performed by vetted partners, so Lightbridge can continue project management and technical leadership without becoming that client's hands-on FSM implementer.
Who manages the FSM implementation partner after selection?
Lightbridge ERP selects and vets the delivery partner and retains project management and technical leadership through implementation. The partner configures the FSM platform and executes the build. Lightbridge manages requirements, architecture decisions, dependencies, testing, and go-live readiness. Dispatch, field operations, warehouse, and finance owners approve representative end-to-end scenarios before the program is accepted.
Start your FSM selection with Lightbridge ERP.
Bring your dispatch workflow, service contracts, parts process, and current ERP. Lightbridge ERP will define the requirements, score the candidates, and build a roadmap for delivery through vetted partners.