Quick answer
Overview
Use alongside comparisons and templates—do not let a score replace stakeholder interviews.
Bring results to vendor calls as a structured agenda.
How to use this tool
Rate each dimension based on the next 12–18 months of expected operations, not yesterday’s exceptions only.
Calculator
Asset / serial identity is critical to billing and compliance.
Contracts mix recurring, T&M, and milestones in one customer base.
Integrations (ERP, payments, parts) are non-trivial for go-live.
Multi-site permissions and audit trails are required.
Mobile/offline capture quality directly affects AR and disputes.
Reporting must tie equipment → technician → cash outcomes.
Score 18/30
Balanced — standard enterprise FSM/CMMS evaluation checklist applies
Limitations
FAQ
- Does a high score mean I need a bigger system?
- Often yes—but sometimes you need better process discipline before adding modules.
Model this in Equipify
Connect assets, PM schedules, work orders, and billing so these metrics become live—not spreadsheet snapshots.