Field Service Automation Solution RFP Template

Author(s): Timothy Hickernell, Chris O'Connor, Michael Battista

Use this request for proposal (RFP) template to formally invite field service automation vendors to submit a proposal meeting your field service requirements. The template will help you:

  • State the purpose of the RFP, then describe your organization and its technology environment.
  • Specify the terms of the RFP, communication requirements, and deadlines.
  • List basic and advanced field service automation requirements so that vendors can specifiy whether or not their solution can meet your requirements.
  • Gather more information on the vendor and its qualifications, as well as the total cost of the software.

A detailed RFP saves time in the selection process and ensures that you select a best-fit solution for the organization.