Replace 10+ disconnected apps with 1 Microsoft-powered ERP. Everything you need - from tickets to financials.

Maximize Return on Equipment Investment

Know exactly where your equipment is, how long it’s been on-site, and when it’s scheduled to return—so you can make smarter, faster decisions. Automated daily updates keep location histories accurate, reducing costly losses and downtime. By protecting your assets and optimizing resource allocation, you’ll lower operational expenses and unlock higher returns on every investment.

Increase Cash Flow by Automating Invoice Processes

Significantly speed up billing processes, expose bottlenecks, and eliminate delays. Electronic field tickets can be bundled and converted into invoice packages automatically, reducing manual effort and accelerating cash collection. Upload invoices and tickets to industry and customer portals. Faster invoicing directly boosts revenue and cash flow, enabling companies to reinvest sooner.

Control Costs while Protecting Margins

Gain visibility into profitability across every level (division, job type, customer, equipment unit, and more) so you can make informed decisions that reduce waste and protect your bottom line. Streamline approval workflows to prevent unnecessary spending, and leverage package billing to eliminate line-item discount comparisons. The result? Lower operational costs and stronger margins without sacrificing efficiency.

Accelerate Revenue Growth

Serve more customers and capture greater market share by delivering the right information at the right time. Enhance quality control and responsiveness to exceed expectations. Take on additional projects with the increased capacity gained from streamlined, efficient processes. Maximize equipment uptime through proactive inspections, preventative maintenance, and smarter resource planning. Scale operations with workflows designed to reduce labor intensity and boost productivity.

Save on IT Infrastructure and Reporting

Consolidate software licenses to control overhead. Eliminate or reduce the cost of supporting and safeguarding on-premises applications with a 100% cloud based solution hosted by Microsoft. Eliminate the need and cost of complex analytical tools that span multiple apps and islands of information.

Go Live 3-5X Faster

Avoid long deployments and start realizing ROI sooner. Pre-configured features eliminate the need for costly customizations. As a seamless part of Business Central, your team ramps up 3 to 5x faster with minimal training.

Centralize Equipment Management

Know the whereabouts of all equipment and tools. Gain cradle-to-grave insights into availability, utilization, costs, revenue, test results, and maintenance records for every asset. Now you can easily resolve incidents, pass audits, and reduce liability by proving proper testing and maintenance have been performed.

Eliminate Handwritten Field Tickets

Imagine the convenience of your crew generating electronic or printed tickets directly from service orders. Field techs can simply confirm the estimated quantities or enter the new equipment usage, record work performed, time spent, and attach photos and signatures, all while out in the field! Easily reassign, copy, or transfer full or partial tickets to the next day, shift, or customer location, saving time and eliminating redundant entry.

Gain Complete Operational Visibility and Control – Skip the Chaos

ofsERP® connects your field, operations, and accounting in one system. Management has complete access to job status, equipment whereabouts, and usage at every location and line of business. Workflow and approval requirements can be enforced. Data flows automatically between teams for faster decisions and greater efficiency.

Replace Spreadsheets & Custom Apps

Replace spreadsheets with new pages and logic directly in BC/ofsERP. We easily create fields, tables, and calculations with secure, multi-user access by bringing the same logic and formulas from Excel directly into Business Central. Now the data is with you all the time in BC and immediately accessible by those with a need to know using a simple browser.

Speed The Pace Of Business

Accounting, CRM, Sales, Invoicing, Purchasing, Inventory, Rentals, Maintenance, Field Tickets, Availability, Scheduling, Analytics; it’s all managed in one system, enabling you to do more in less time.

AI-Powered Business Decisions

Make better decisions faster with Microsoft Copilot and AI tools that forecast inventory and cash flow, assist in month-end close, and provide real-time insights from dashboards and news sources.

Built-in Flexibility & Custom Development

Adapt to your unique business needs effortlessly with ofsERP®’s highly configurable system, fully supported by CBSi’s in-house development team for custom extensions.