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What is Modus-O?
Modus-O is a Field Service Management application. It allows you to manage clients, assets, techs, procedures, work orders, and track and record results. The Modus-O Management console allows you to manage a clients assets, the procedures that you run on those assets, create work orders for the assets and dispatch them to techs on the field. Your techs will receive the work orders on their mobile device (iPad/iPhone). They will be able to run though procedures and record all of the data. They will be able to see a list of equipment they need to run the procedures, view a map of the client site, accept client signatures, record any materials used, close the work order, and view the report that can then be emailed to the client.
What mobile devices does Modus-O support?
Currently the Apple iPad and iPhone are supported for “in the field” work orders. Additional devices including Android are in development.



All back office administration can be handled on any PC or Mac.

How is Modus-O different from other field service systems?
What sets us apart from other field service systems is that Modus-O is a cost-effective, cloud-based SaaS (Software as a Service) offering that requires no large upfront purchase, no lengthy license agreement, and no hardware investment. We also stand apart from the crowd when it comes to ease of use, and the ability to quickly fashion and deploy complex procedures requiring data input and validation in the field. You will not find any other package that lets you get started so quickly.
How will Modus-O save me money?


  • Streamlines processes so your technicians spend more time in the field
  • Provides instant oversight by supervisors and management
  • Includes complete auditing trails to reduce the cost of Audit Compliance
  • Provides reporting capability (which can be analyzed further promoting cost savings)
  • Allows for a better allocation of resources (manpower and material)
  • Facilitates training and troubleshooting.
  • Saves on paper costs
Can Modus-O interface with my accounting system?
Modus-O is built on the Microsoft Dynamics CRM platform for which there are many commercially available options for integrating accounting data with your CRM data.



Users of Microsoft Dynamics packages such as Dynamics GP or Dynamics AX can achieve integration through a Microsoft tool specifically created for this purpose. If your organization uses a Microsoft ERP system, you can contact your Microsoft Business Solutions partner to get more information.

Other packages such as Quickbooks, Peachtree, SAP, and many others are supported by third-party tools such as Scribe Insight from Scribe Software.

We have experience with many of these tools, and can offer consulting services. Contact us with any specific questions you may have.

How long will it take to get my company setup to start using Modus-O
We can provision your organization, setup user accounts and security roles, and have you up and running within a matter of hours. Generally, we will have you ready to start on the same business day that you provide your organization information.
What if I decide to stop using Modus-O? What happens to my data?
Every Modus-O customer has their own unique Microsoft SQL Server database. For a nominal fee our consulting services team can arrange to provide you with an export of your database.
What browsers does Modus-O support?
Modus-O supports most browsers including Microsoft Internet Explorer, Firefox, Safari, Mozilla, Opera, etc.
I am currently using another product to manage assets and service. Can I migrate my data to Modus-O?
Yes. We have experience migrating data from many systems including Fluke Met-Cal. Our consulting services team can work with you to make the transition as smooth as possible. Contact us with any specific questions about your migration situation.