ERP for maintenance companies
A maintenance provider needs to know what asset is covered, what work was requested, who responded and what was completed. Datrylo's current product demonstrations support customer, sales, purchasing, stock, project task and invoicing records. Use Contacts, Projects, Purchasing and Inventory for the commercial side of service work. Dedicated field-service dispatch, service contracts and specialist execution need a separately agreed solution.
An overdue request needs a reason and new owner
See how the workflow connects people, records and decisions.
| Step | Owner, record and exception |
|---|---|
| 1 | Maintenance request MAINT-01 links equipment A and a planned inspection on 10 October to Team 1. |
| 2 | On 12 October the request is still open because the required part did not arrive. Owner records the supplier reference and delay reason. |
| 3 | Supervisor assigns Team 2 and a revised date after supply confirmation. The original missed date stays in history; a reschedule is not a completed inspection. |
What belongs in the rollout
Inspect the underlying records
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Follow a service request
Take one customer asset and a reported fault. Define the agreement, triage, assigned person, parts, visit notes, customer acceptance and invoice decision. Add a return visit to test how unfinished work remains visible. This script should be demonstrated on the actual release before it is sold as a supported service operation.
Control parts and permissions
If technicians consume spares, decide when stock leaves a warehouse or vehicle and how returns are handled. Decide who can see customer sites, approve additional work and close a job. A completed Project task does not automatically provide field dispatch or asset history.
Separate promises from proof
Preventive schedules, contracts, response commitments, mobile offline use and customer portals require specific validation. Do not infer them from the Maintenance label. Bring a maintenance work order to a demo.
Bring the exception to your workflow review
Agree equipment/request identity, stages, team ownership, parts links and the evidence needed to mark work done.