SAP solutions for technical service providers

Efficient project business. Intelligent resource planning. Sustainable customer loyalty.

The industry under pressure

Technical service companies are faced with the conflicting demands of complex projects, high service quality and increasing customer requirements. Whether maintenance, servicing, modernization or project-based special measures – processes must be transparent, efficient and scalable. At the same time, legal requirements, a shortage of skilled workers and cost pressure need to be managed safely.

Companies therefore need digital solutions that seamlessly integrate project business, resource planning and customer services – and increase both efficiency and customer satisfaction.

Challenges in the industry

Lack of transparency in projects & resources / lack of process integration

Inefficient billing & long throughput times

Growing customer requirements & service level expectations

Difficult integration of remote work and collaboration

High competitive pressure & cost transparency

Isolated solutions & media disruptions

Old systems prevent mobile work and use of AI features

Few internal resources for IT projects

Technology becomes a success factor

Cloud ERP, mobile apps and intelligent automation create transparency and increase responsiveness. AI-supported forecasts, IoT maintenance and digital customer portals open up new opportunities for efficiency and customer experience.

Those who bundle data, integrate service and project business and work together digitally remain competitive and increase profitability. We are familiar with precisely these requirements in technical facility management, not only from discussions but also from our own experience, and have developed practical, scalable SAP solutions that are tailored precisely to TFM service providers – from resource planning to mobile maintenance documentation.

In short: tried and tested solutions from the field – for the field.

What are the drivers of the industry?

Ensure transparency & controlling

Without real-time insights into project progress, costs and budgets, there is no basis for well-founded decisions.

Service quality & meeting customer expectations

Customers expect digital services, fast response times and SLA transparency – traditional tools are reaching their limits.

Optimal use of resources

Skilled workers are in short supply, and assignments must be planned optimally according to qualifications, availability and location.

Adhere to regulations & compliance

Operator obligations, standards and occupational safety require complete proof and documentation.

Fields of application & solutions for service companies

  • Project accounting, controlling, resource management
  • Automated invoicing & time recording
  • Project-related service billing: Automated billing of maintenance and repair projects according to time and effort, unit prices or flat rates.
  • Real-time controlling: project progress control, budget deviations, contribution margin analyses in real time.
  • Automated time recording: fitters book working times directly into the system, e.g. via app – the basis for wages, records and invoicing.

  • Mobile order processing: Technicians receive orders on the move, document services, record photos, checklists & customer signatures on site.
  • Scheduling & dispatching: Dispatchers plan field service assignments by drag & drop according to availability, qualification & location.
  • Escalation management: fault messages can be prioritized, assigned and provided with SLAs – including automated notifications.

  • Management of external service providers: integration of subcontractors for special trades (e.g. fire protection, refrigeration systems) with contract, performance and time management.
  • Transparent billing: tracking of external services, hourly rates, evidence – all documented centrally in the system.
  • Compliance assurance: Checking qualifications, occupational safety and subcontractor chains.

  • Self-service portals: Customers report faults, order services or call up maintenance histories independently.
  • Service tracking: Live status of deployments, technician arrivals or completed services – digitally available.
  • Feedback & SLA tracking: Customer feedback is recorded directly and SLA compliance is made traceable.

  • Project forecasting: forward-looking evaluation of costs, expenses and capacities – e.g. for planning maintenance peaks.
  • Dashboards for managers: Visual processing of capacity utilization, incoming orders, quality & service level.
  • Performance analysis of service providers & teams: Identification of bottlenecks or weak points in specific regions or trades.

  • Skills management: recording and allocation of certificates, training courses and qualifications (e.g. VDI 6022, electrician).
  • Resource scheduling: Automatically suggest suitable employees for projects or maintenance routes based on qualifications and availability.
  • Employee development: planning further training for critical skills (e.g. digitalization, occupational safety).

  • Billing for recurring services: Monthly flat rates for maintenance contracts, technical management or on-call services.
  • Flexible contract models: Combination of fixed prices & variable services (e.g. flat rate + fault assignments per effort).
  • Automated contract renewal & invoicing: less manual effort, full transparency of terms & payment flows.

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