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1. How do you currently manage job costing?
A) Fully automated in ERP
B) Partially automated with spreadsheets
C) Mostly manual or outside the system
D) Not consistently tracked
2. Can your team access project or service data in real time (field to office)?
A) Yes, fully synced and live automated in ERP
B) Limited sync, some delays
C) Manual data entry or uploads
D) Not connected
3. How do you track labor hours and utilization?
A) Mobile time tracking integrated with ERP
B) Separate system with occasional sync
C) Paper timesheets or spreadsheets
D) Not consistently tracked
4. Are service or construction schedules visible and managed in your ERP?
A) Fully integrated with calendars and resource planning
B) Partially managed, some manual coordination
C) Managed outside ERP (e.g., Excel, whiteboards)
D) No formal scheduling system
5. How accurate are your job or project estimates vs. actuals?
A) Very accurate (within 5%)
B) Somewhat accurate (within 10-15%)
C) Often off by 20% or more
D) Not consistently measured
6. How is equipment or fleet maintenance tracked?
A) Automatically with telematics integrated to ERP
B) Scheduled manually or with a fleet system
C) Paper logs or spreadsheets
D) Not consistently tracked
7. Do you have a unified view of your operations (projects, services, assets, financials)?
A) Yes, all-in-one dashboard
B) Partially unified (some systems connected)
C) Data exists in silos
D) No centralized visibility
8. How is inventory or parts usage tracked in the field?
A) Real-time tracking via mobile app
B) Logged after the fact or manually
C) Not tracked until invoicing
D) No inventory tracking in the field
9. How are change orders managed?
A) Fully tracked with approval workflows in ERP
B) Manually documented, added later
C) Verbal or email-only updates
D) Not consistently managed
10. How long does it take to generate customer invoices after work completion?
A) Same day
B) 2-3 days
C) Within a week
D) Over a week
maintenance service office)?
11. Are field techs or crews able to access job info on mobile devices?
A) Yes, full access to assignments, plans, updates
B) Limited access or view-only
C) No real-time access
D) Not provided
12. How do you manage compliance or safety documentation?
A) Digitally integrated with ERP or mobile app
B) Stored separately in folders/cloud drives
C) Paper-based documentation
D) Not consistently managed
13. How frequently do project overruns occur (budget or timeline)?
A) Rarely (less than 10%)
B) Sometimes (10-25%)
C) Often (25-50%)
D) Regularly (over 50%)
14. How confident are you in your financial reporting and forecasting?
A) Highly confident, real-time data
B) Somewhat confident, occasional errors
C) Limited visibility or manual consolidation
D) Not confident
15. How is customer communication tracked (requests, updates, feedback)?
A) CRM fully integrated with ERP
B) CRM or email separate from ERP
C) Mostly email or text-based
D) No formal tracking
16. How often do you rely on spreadsheets to fill ERP gaps?
A) Rarely or never
B) Occasionally, for specific reports
C) Frequently
D) All the time
17. Do your fleet vehicles have live GPS/telematics integrated with ERP or service dispatch?
A) Yes, fully integrated
B) Telematics used but not integrated
C) Not using GPS tracking
D) Fleet management is not in scope
18. How are recurring maintenance or inspections managed?
A) Automated scheduling and tracking in ERP
B) Manually tracked by the team
C) Handwritten or informal
D) Not managed consistently
19. Do you know your average cost per job or per service call?
A) Yes, tracked consistently
B) Estimated periodically
C) Rarely calculated
D) Not known
20. What is your biggest ERP challenge today?
A) Lack of integration
B) Limited visibility or reporting
C) Manual processes
D) Outdated or hard-to-use system
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