Buying guide, Platform
Field service, inventory and purchasing on one platform: how to choose
- Author
- PureField
- Published
- Updated
A field service, inventory and purchasing platform is one business management system where work orders, stock orders and supplier quotes share the same records. PureField is business management software that runs with AI agents, and it connects CRM, field service, ERP and purchasing on one platform.
What the platform covers in one record
Field service, inventory and purchasing often live in separate places. PureField keeps them on the same customer, product and supplier records, so a quote, a work order and a supplier offer can be followed from one screen.
The field service side covers work orders, service reports, equipment cards with QR codes, and checklists. The inventory side covers customer orders, shipments, warehouses and stock cards. The purchasing side covers purchase requests, RFQs and purchase orders.
Five questions for choosing the platform
- Does the customer card show quotes, orders, equipment and invoices together? In PureField it does: the card lists CRM, service and accounting links in one place.
- Does an accepted quote open the order? In PureField, a quote marked accepted in CRM opens an order in the stock module.
- Does a purchase follow the same path? Purchase requests move to RFQs and purchase orders in one module.
- Does a finished field job lead to billing? In PureField, an invoice can be created from a completed service report.
- Does the platform connect to accounting? Aposkal, Logo and Paraşüt connections are listed on the integrations page.
Comparison of the main selection criteria
| Selection criterion | What to check | How PureField handles it |
|---|---|---|
| Customer record | One card for quotes, work orders, equipment and invoices | The customer card links CRM, service and accounting in one place |
| Quote to order | Accepted quote creates the order without re-keying | A quote marked accepted in CRM opens an order in the stock module |
| Equipment | Asset cards with service history and warranty | QR equipment cards with warranty and next maintenance date, opened manually by the sales team from quote lines |
| Field work | Work orders, checklists and signed reports | Work orders, checklists and service reports with photos and customer and engineer signatures |
| Purchasing | Requests, RFQs and orders in one flow | Purchase request, RFQ, supplier web portal and purchase order |
| Accounting link | E-despatch and supplier e-invoices | Aposkal sends e-despatch from shipments and imports incoming e-invoices |
How the flow runs in PureField
- Sales marks the quote accepted in CRM, and the order opens in the stock module.
- The sales team opens equipment cards from the quote lines.
- Stock plans and tracks the shipment, and Aposkal sends the e-despatch from it.
- The service team opens work orders, completes the report on site with photos and signatures, and creates the invoice from that report.
- When parts or services need buying, a purchase request moves to RFQs with suppliers, and the chosen offer becomes a purchase order.
Where AI supports the team
AI service dispatch scores technicians for a service request and prepares a brief. The work order opens when the team confirms it.
Copilot saves complete create and update plans directly. Deletions, missing fields, form steps and actions based on external content wait for your approval. Digital employees suggest actions in the panel and wait for approval.
Choosing where to start
Start with the step that loses the most time. If work orders, equipment history and reports slow the team, start with field service. If quotes take too long to become orders, start with CRM and stock. If supplier offers pile up in email, start with purchasing.
Each path uses the same customer and product records, so each new module adds to the same data. Package scope is described on the pricing page, and the demo team maps the first modules with you.
Evidence
- Quote acceptance
- A quote marked accepted in CRM opens an order in the stock module.
- Service report invoice
- An invoice can be created from a completed service report.
- Purchasing chain
- Purchase requests move to RFQs and purchase orders in the same module.
- Customer card
- CRM, service and accounting links appear on the customer card in one place.
- Supplier portal
- Suppliers answer RFQs through a supplier web portal.
Book a demo and we will map which modules open first for your team. Book a demo
Frequently asked questions
Is a field service, inventory and purchasing platform the same as an ERP?
An ERP focuses on internal processes such as stock, purchasing, production and accounting. A platform for field service, inventory and purchasing also covers the customer and field side. PureField places CRM, field service, ERP and purchasing on one customer and product record.
Which module should a small team open first?
Pick the process that costs the most time today. Teams that quote and sell usually start with CRM and stock, field teams start with work orders and equipment cards, and purchasing-heavy teams start with requests and RFQs. The demo team helps you choose the order.
Can field service and inventory share one customer record?
Yes. Work orders, equipment cards and service reports are linked to the customer card, and stock orders come from the same accepted quote.
Does AI create work orders on its own?
AI service dispatch scores technicians and prepares a brief, and the work order opens after the team confirms it. Digital employees suggest actions and wait for approval.
Can invoices and e-despatch be sent from the platform?
Yes, through Aposkal. An e-despatch can be sent from a shipment, and incoming supplier e-invoices can be previewed and imported. Matching a customer requires a tax number.