ERP for Field Operations and Project Delivery
Follow work from the first site survey through installation and billing, with teams working from shared operational information.
- Project management
- Field operations
- Inventory management
- Vendor management
- Workforce management
- Business reporting
One ERP System for Your Entire Business
Bring departments, field teams, suppliers, and management together through a connected enterprise resource planning system.
Manage projects, materials, employee activities, vendor transactions, invoices, and reports using a shared operational workflow. Reduce scattered information and help teams coordinate work more effectively.
- Centralized project and site management
- Connected inventory and procurement
- Workforce and attendance management
- Vendor and invoice management
- Billing, reporting, and dashboards
Manage Projects from Planning to Completion
Simplify project planning, execution, and monitoring with project management software connected to your operational activities.
Track project milestones, site progress, assigned teams, materials, dependencies, and outstanding tasks. Give project managers a clearer view of ongoing work and potential bottlenecks.
Key features
- Project tracking
- Milestone management
- Task assignment
- Site-wise progress
- Project status reporting
- DoneSite survey completedMilestone 1
- DoneDesign approvalMilestone 2
- In progressMaterial dispatchMilestone 3
- PendingInstallationMilestone 4
Built for Businesses That Work Beyond the Office
Connect engineers, field staff, project managers, and back-office teams with field service management software designed for site-based operations.
Record field activities, coordinate site visits, update work status, and share operational information with the relevant teams. Keep project execution connected to the wider business workflow.
Key features
- Field activity tracking
- Site visit coordination
- Mobile field reporting
- Task status updates
- Centralized field records
- DoneSite visit loggedField engineer
- DoneWork status updatedSite supervisor
- PendingPending site reportField team
- AttentionFollow-up requiredProject manager
Capture Site Surveys Digitally
Simplify field inspections and site assessments with digital site survey software. Allow engineers to record site details, submit observations, and attach photographs and videos from their phones.
Keep survey information organized by project and site so office teams can review findings and coordinate the next steps.
Key features
- Digital survey forms
- Photo and video uploads
- Engineer observations
- Site-wise records
- Survey review workflows
- DoneSite details recordedForm section 1
- DonePhotos attachedMedia uploads
- In progressEngineer observationsNotes
- PendingOffice reviewReview workflow
Keep Engineering Designs and Drawings Organized
Manage site-specific drawings, designs, and supporting documents through a structured document management system.
Help teams submit designs, review changes, record approvals, and access the relevant project documentation from a central location.
Key features
- Design submissions
- Drawing records
- Review and approval workflows
- Document version tracking
- Project-wise document organization
- DoneSite layout drawingVersion 3
- In progressElectrical designVersion 2
- PendingRevised elevationAwaiting review
- AttentionChange requestedReviewer comment
Track Installation and Commissioning at Every Site
Monitor installation and commissioning activities through installation management software that helps teams track progress from assigned work to completion.
Identify completed tasks, pending activities, ongoing installations, and sites requiring attention. Keep field execution aligned with project schedules and reporting.
Key features
- Installation tracking
- Commissioning status
- Site progress monitoring
- Task completion records
- Delay visibility
- DoneSite ACommissioned
- In progressSite BInstallation ongoing
- PendingSite CScheduled
- AttentionSite DBehind schedule
Know What You Ordered, Received, and Used
Improve stock visibility with integrated inventory management software and material management workflows.
Track purchase orders, incoming materials, stock availability, site allocations, and material movements. Help project teams coordinate resource requirements and reduce avoidable delays caused by missing materials.
Key features
- Inventory tracking
- Material receipt records
- Site-wise allocation
- Stock movement history
- Procurement coordination
- DonePurchase order raisedProcurement
- DoneMaterials receivedWarehouse
- In progressAllocated to siteSite-wise allocation
- AttentionLow stock itemReorder needed
Connect Suppliers with Your Business Operations
Organize supplier communication and procurement activities through vendor management software and a dedicated vendor portal.
Enable authorized suppliers to access relevant purchase orders, submit invoices, and check payment request status. Keep vendor-related records connected to the projects and materials they support.
Key features
- Vendor profiles
- Purchase order visibility
- Invoice submission
- Payment request tracking
- Supplier records
- DonePurchase order sharedVisible to vendor
- DoneInvoice submittedBy supplier
- In progressPayment requestUnder review
- AttentionDocument missingAction needed
Connect Project Progress with Billing and Invoices
Manage client billing and vendor invoices through connected billing and invoicing software.
Link billing records with relevant projects and completed work to support more organized financial workflows. Track invoice status and maintain records of submitted bills, vendor invoices, and related approvals.
Key features
- Client billing records
- Vendor invoice management
- Invoice status tracking
- Project-linked financial records
- Approval workflows
- DoneClient bill raisedLinked to milestone
- DoneVendor invoiceApproved
- PendingClient billAwaiting approval
- AttentionVendor invoiceQuery raised
Manage Your Workforce Wherever Work Happens
Simplify workforce administration with employee attendance management software and digital leave management.
Enable employees to mark attendance, submit leave requests, and check holiday schedules from their phones. Give managers a convenient workflow for reviewing and approving requests.
Key features
- Attendance records
- Leave applications
- Holiday calendars
- Manager approvals
- Employee activity records
- DoneAttendance markedFrom mobile
- DoneLeave requestApproved by manager
- PendingLeave requestAwaiting approval
- In progressUpcoming holidayHoliday calendar
Track Field Expenses and Simplify Approvals
Manage travel and site-related expenses with expense management software that connects employee claims, supporting receipts, and approval workflows.
Help finance and project teams review submitted expenses and maintain clearer records of project-related expenditure.
Key features
- Digital expense claims
- Receipt uploads
- Expense categorization
- Approval workflows
- Expense history
- DoneTravel claimReceipt attached
- In progressSite material purchaseFinance review
- PendingAccommodation claimSubmitted
- AttentionMissing receiptReturned to employee
Plan Site Visits and Visualize Field Activities
Coordinate engineer visits and site-related work with route planning software and map-based operational views.
Help teams organize visits and give managers a geographic overview of site activities. Support better coordination between field schedules, assigned work, and project requirements.
Key features
- Site visit planning
- Route information
- Map-based site visibility
- Engineer assignment
- Field activity overview
- DoneVisit 1 · North zoneEngineer assigned
- In progressVisit 2 · Central zoneEngineer assigned
- PendingVisit 3 · South zonePlanning
- AttentionVisit 4 · East zoneUnassigned
Track Issues from Reporting to Resolution
Bring service requests, operational issues, and project problems into a centralized ticket management system.
Record incoming issues, assign responsibility, monitor status, and maintain resolution history so teams can follow up more consistently.
Key features
- Ticket creation
- Issue assignment
- Status tracking
- Resolution records
- Request history
- DoneService requestResolved
- In progressSite issueAssigned to engineer
- PendingMaterial queryNew
- AttentionEscalated issueHigh priority
Organize Employee Training and Readiness
Coordinate staff training activities and maintain training records through employee training management software.
Keep training plans, participation, and completion records organized to help teams stay aligned with business processes and role-specific requirements.
Key features
- Training schedules
- Employee training records
- Completion tracking
- Training activity history
- DoneSafety inductionCompleted
- In progressEquipment handlingIn progress
- PendingProcess refresherScheduled
- AttentionCertification dueOverdue
Make Business Decisions with Connected Reports
Gain visibility into projects, materials, site progress, expenses, vendor activity, and team performance through centralized ERP reporting dashboards.
With 50+ reports and dashboards, management can review key operational information without repeatedly requesting manual spreadsheets.
Key features
- Project progress reports
- Site status dashboards
- Inventory reports
- Expense and billing summaries
- Workforce reporting
- Operational performance indicators
- DoneProject progress reportProjects
- DoneSite status dashboardOperations
- DoneInventory reportMaterials
- DoneExpense & billing summaryFinance
Give Every Team the Right Level of Access
Support secure collaboration with role-based permissions and project-level access controls.
Engineers, project managers, administrators, clients, and vendors can access the information relevant to their responsibilities, based on configured roles and permissions.
Key features
- User roles
- Permission management
- Project-level access
- Role-specific views
- Activity records
- DoneAdministratorFull access
- DoneProject managerAssigned projects
- In progressEngineerAssigned sites
- PendingClient / VendorPortal access only
Move Towards Smarter, More Predictable Operations
Explore the potential of AI-assisted ERP workflows to help identify operational risks, anticipate resource needs, and support better planning.
Planned AI capabilities
These capabilities are on our product roadmap and are not yet generally available. We'll confirm availability and scope during your requirements discussion.
Reduce Manual Work Across Teams and Partners
Build towards more connected business processes with workflow-based approvals, reminders, reporting, and invoice-related tasks.
Provide clients and vendors with access to relevant documents and project updates through configured portal permissions, helping reduce unnecessary follow-ups and improve coordination.
Workflow-based approvals
Route requests through configured approval steps.
Reminders
Keep pending tasks and approvals visible to the right people.
Reporting
Share consistent operational reports across teams.
Invoice-related tasks
Connect invoices to the projects and approvals they belong to.
ERP Solutions That Grow with Your Business
Support evolving operational needs with connected workflows for projects, sites, materials, people, and vendors.
Explore additional projects, teams, regions, and modules according to your business requirements, while maintaining a consistent operational framework.
Frequently Asked Questions About ERP Solutions
Connect Your Entire Business with Integrated ERP Solutions
Bring project execution, field operations, materials, vendors, workforce management, billing, and reporting into one connected business management environment.
Discover how Inperge Softech can help your organization streamline operations and improve visibility across its projects.