Before choosing an ERP system, it’s not just about what works for your internal team—it’s also about what your customers, especially contractors, expect from your operations. Contractors rely on speed, accuracy, and flexibility. If your ERP system doesn’t support those expectations, you could lose their trust—and their business.
That’s why, before signing a contract with any ERP vendor, you need to ask the right questions. These questions can help ensure the system will actually support what your contractor customers expect from you day-to-day.
- Can the ERP support real-time inventory visibility and pricing?
Contractors often need quotes and availability on the spot. They can’t afford to wait for callbacks. Make sure the ERP allows your team to give fast, accurate information—whether it’s checking inventory across multiple locations or calculating pricing based on customer-specific terms.
- How does the system handle complex orders and deliveries?
Contractors may order in bulk, request split deliveries, or need products delivered directly to job sites. Your ERP should easily manage these workflows, track delivery statuses, and accommodate change requests without manual intervention.
- Does it integrate with mobile tools or field apps?
Contractors are on the move, and your sales reps likely are too. Ask if the ERP offers mobile access for quotes, order entry, or approvals—so your team can meet contractor needs quickly from anywhere.
- What kind of reporting and insights can we get?
Contractors expect you to understand their buying patterns and anticipate their needs. Your ERP should offer customer-specific reports and analytics that help your team provide proactive service and personalized support.
- How flexible is the pricing engine?
Contractors often work on long-term projects with negotiated pricing. Ask whether the ERP can handle volume discounts, tiered pricing, and contract pricing—without requiring manual adjustments every time.
- How does the system support customer communication and service?
Can your team easily track customer interactions, manage returns, handle special requests, and access order history? Contractors expect seamless service, especially when under pressure on job sites. Your ERP should support fast, accurate, and friendly customer service.
- What support and training options are available post-implementation?
Even the best ERP system won’t help you serve contractors better if your staff doesn’t know how to use it. Ask about onboarding, training resources, and long-term support to ensure your team stays sharp and confident.
- Can the system scale as our contractor base grows?
Your contractor relationships will evolve. As your business grows, your ERP should grow with you. Confirm that the platform is scalable and adaptable to support new services, branches, and business models over time.
