ServiceCPQ
Platform·Field Service

First-time fix, not first-time guess.

A scheduler tells a technician where to go. ServiceCPQ tells them what to fix. Work orders arrive as a feed — agents diagnose the fault, pre-attach the part and the fix, and the technician executes, with parts, warranty and invoicing following automatically. Built for heavy, industrial and medical equipment across the Americas and Europe.

app.servicecpq.com
ServiceCPQ Engineer Portal — work order feed, AI repair assist, parts and sign-off

app.servicecpq.com — Engineer Portal

A scheduler tells a technician where to go. A graph tells them what to fix.

Traditional field service
✕A dispatch board assigns a technician to an address and a time slot
✕Diagnosis starts on site, after the drive — often without the right part
✕Parts, warranty and invoicing live in separate systems and get re-keyed
✕A second visit is normal when the first guess was wrong
ServiceCPQ
✓The work order arrives with the likely fault, fix and parts already attached
✓One knowledge graph connects the machine, its history and its entitlement
✓Parts availability, warranty and invoicing resolve on the same work order
✓First-time fix becomes the default, not the exception
One graph, six roles
servicecpqKnowledge Graph
Service center
Engineer
Dealer
Parts
Warranty
Contracts
Finance
Commercial
One knowledge graph

The work order and the money it moves sit on the same graph.

A work order isn’t a ticket in isolation. On the knowledge graph it connects to the exact machine and its service history, the parts that fix the fault, the warranty or contract that pays for it, and the invoice that closes it. Six roles — service centre, engineer, dealer, parts, warranty and contracts — work the same record, so nothing is re-keyed and nothing falls between systems.

app.servicecpq.com
ServiceCPQ work order copilot — recommended scope of work driven by the knowledge graph, with the work order panel

Work order copilot, powered by the knowledge graph

The loop, at the point of service

The same loop that runs the platform — compressed into one work order.

01
Signal
A fault, a scheduled PM, or a customer call becomes a work order.
02
Diagnose
The agent reads telemetry & history, tells the tech what's wrong.
03
Quote
Parts availability & an upsell prompt appear inline in the feed.
04
Serve
The technician executes with the right part and the right context.
05
Renew
Invoice, warranty claim & contract update are drafted on close.
Signal, before anyone dials in

A fault code opens the work order before the phone rings.

Condition alerts and fault codes don't wait for a customer to call. ServiceCPQ turns the signal itself into a diagnosed, parts-attached work order automatically.

Alert received

A fault code or condition alert arrives from the machine, telemetry feed or monitoring system — no customer phone call required.

Matched automatically

The alert is matched to the machine, its history and the likely fix on the knowledge graph, and severity is scored.

Work order opened

A work order is opened automatically with diagnosis, parts and entitlement pre-attached, ready for dispatch.

One copilot, field and shop

Everything the technician needs, on the same work order.

Field engineers and shop technicians work one copilot — diagnosis, parts, hours and commercial close — instead of a form to fill in and three systems to reconcile.

Work order feed

Jobs arrive ranked by urgency and location, not as a flat ticket queue — the technician sees what to fix next, not just what came in.

AI diagnosis

Suggested fault and fix, grounded in telemetry, fault codes and service history for that exact machine — before the tech leaves for site.

Fault-code parts ID

The fault code maps straight to the parts that resolve it, so the right part is identified up front instead of on the second visit.

AI parts suggestion

The copilot proposes the likely parts and quantities from historical repairs of the same fault pattern, with a confidence score.

Hour standardisation

Labour hours are standardised against a job library, so billing and productivity are consistent across every engineer and dealer.

Time & expense approval

Field and shop hours, travel and expenses are captured on the work order and routed for approval — no separate timesheet system.

Parts availability inline

Live stock, price and ETA are checked against ERP before a promise is made, so the tech commits to a date the parts can actually meet.

Invoice on close

Parts, labour and contract terms roll into the invoice automatically the moment the work order closes.

Warranty claim auto-drafted

If the repair is covered, the warranty claim is drafted before the technician leaves site — not reconstructed weeks later.

End to end

From the call centre feed to the engineer feed, one work order.

A call comes in, a case is triaged, and a work order is created — the same record follows the job through scheduling, dispatch, execution and closure, with nothing re-keyed along the way.

01
Call centre feed
Cases triaged and prioritised as they arrive, from any channel.
02
Work order
Created automatically with diagnosis, parts and entitlement attached.
03
Engineer or dealer feed
Ranked, assigned jobs with the fix and parts ready before arrival.
04
Execution
Parts consumed, time logged, upsell offered — on the same work order.
05
Close & invoice
Commercial agents settle warranty, invoice or contract billing automatically.
Parts manager

Every parts request, checked against real inventory.

AI parts search & price check

Natural-language parts search finds the right part and checks price and margin in one step — no catalog spelunking.

Inventory & availability

Live stock and availability checked against SAP before a promise is made to the customer.

Allocation, STO & PR

Stock allocated, stock transport orders and purchase requisitions raised automatically when a part isn't local.

Minimum stock

Minimum-stock levels tracked per location, so fast-moving parts are replenished before they run out on the van.

Lead generation

Parts demand and repeat repairs surface upsell and renewal leads back to sales instead of disappearing after the job.

SAP integrated

Native connectors keep parts, stock and orders in sync with your ERP of record.

Parts, stock, allocation, stock transport orders and purchase requisitions stay in sync with SAP or your ERP of record through native connectors — the ERP stays the system of record, field service runs the work.

Commercial agents

Every closed job becomes the right invoice, automatically.

Invoicing

Standard service jobs invoiced directly from the closed work order.

Warranty claims

Work covered by warranty raises a claim into the Warranty Hub instead of an invoice.

AMC & contract invoices

Work covered by a maintenance or service contract bills against the Contract Hub instead.

Warranty Hub & Contract Hub

Two hubs decide how a job gets paid.

Warranty Hub

Every warranty-covered work order routes here for entitlement checks, adjudication and settlement — the same engine behind Warranty Automation.

Contract Hub

Executes scheduled work under service contracts — planned maintenance visits, PM plans and recurring jobs — and raises the corresponding invoice.

In final commercial discussions with a medical-equipment manufacturer to replace SAP and a third-party application with ServiceCPQ’s feed-based field service.

See the six roles in practice — service center, engineer portal, parts, commercial, warranty and contracts.Explore Field Service use cases →
FAQ

Frequently asked questions

What is field service management software?

Field service management software runs the work a service organisation does in the field and the shop — from the moment a fault or request becomes a work order, through dispatch, diagnosis and parts, to close, invoice and warranty. ServiceCPQ's field service is built on one knowledge graph so the work order, the parts, the entitlement and the finance all reference the same record instead of separate systems.

How does the work order copilot improve first-time fix?

First-time fix means resolving the job on the first visit instead of returning for the right part or the right diagnosis. The copilot reads fault codes, telemetry and service history for that exact machine, proposes the likely fix and parts before dispatch, and checks parts availability inline — so the technician arrives with the correct part and context already in hand.

Does it open work orders from alerts and fault codes automatically?

Yes. A fault code or condition alert from the machine or a monitoring feed is matched to the machine and its history on the knowledge graph, severity is scored, and a work order is opened automatically with diagnosis, parts and entitlement pre-attached — before anyone dials in.

Which industries is ServiceCPQ field service built for?

It is built for machinery manufacturers and their dealers — heavy equipment (construction, mining and road-building), industrial equipment, and medical equipment — across the Americas and Europe, where field and shop technicians service high-value, config-heavy machines under warranty and service contracts.

Does it integrate with SAP and existing ERP systems?

Yes. Parts, stock, allocation, stock transport orders and purchase requisitions stay in sync with SAP or your ERP of record through native connectors, so the ERP remains the system of record while field service runs the work.

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