Asset Management / Work Order Software

The City of Lake Forest is seeking a commercial off-the-shelf (COTS) software-as-a-service (SaaS) solution for asset management and work order management. The selected system must support mobile field use, asset-linked tasks, GIS-based navigation, and rich attachments. The system should also enable secure contractor access for task management and mobile documentation, and integrate seamlessly with the City's existing ArcGIS Online asset inventory. The City anticipates awarding a contract with an initial term of February 28, 2026 to February 28, 2029. • The system must support mobile field entry and allow attachment of images, documents, or inspection notes from phones or tablets. • The system must support workflow logic and notifications, including the ability to define priority levels, statuses, and automated workflows. • The system must support GIS-first integration, including hosted feature service integrations and future growth of GIS-linked tasks. • The system must be configurable and flexible, with the ability to adjust dropdown values, lookup tables, and custom fields without vendor-side change orders. • The system must support data retention settings consistent with the City of Lake Forest's Records Retention Schedule and legal obligations under California Government Code §§ 34090 et seq. and the California Public Records Act (CPRA).