ACUMATICA Field Service Management

Acumatica Field Service Management increases dispatching efficiency, cuts down response times, and reduces costs. Integrate Acumatica Field Service with CRM, sales, inventory, purchasing, accounting, and financial reporting for more insights into your service company.

With a 360-degree view of customer activities, improve the overall customer experience increasing recurring revenues. Access all applications from any device with internet, ideal for your field workforce. Easily transition between applications, Acumatica Field Services Management is part of Acumatica ERP, not a bolt on application.

Key Benefits

Mobile Service Management

Keep your staff members connected through any device with a browser or mobile device app. Access service info and customer data from anywhere, any time. As a full web ERP, Acumatica can run on the entire spectrum of mobile devices.

Scheduling, Dispatching and Call Center

Schedule the right people that fit your needs with Acumatica Field Service Management. Recognize service needs and access customer info, product history, and resources required. Create schedules automatically or using drag-and drop tools on the graphical dispatch board organized by color.

Track Project Costs

Field Service Management is for projects of all sizes. When the installations are very large all the costs per phase of the project are tracked in Acumatica Project Accounting (sold as an optional application). Compare actual project costs with original and revised budgets in real time.

Dashboards and Business Intelligence

All system users can stay up to date with the info that matters using Acumatica BI (business intelligence). Personalized dashboards are easily created with rich visuals to track. Also, leverage Microsoft Power BI to deliver insights from multiple data sources that are key to your business.

Inventory Management

With Acumatica, you can get control and keep track of the locations and costs. With integrated inventory and purchasing, shortages can trigger replenishment orders. Inventory can be sent to a specific location and when the parts arrive, the dispatcher is alerted to schedule the service appointment for installation.

Route Planning

Optimize appointment routes by filtering appointments by specific criteria. Routes are plotted In Google Maps for each service person with lists of required resources (equipment or machine). Displaying the routes visually informs the dispatcher of order status with different colors enabling them to rapidly respond and make route changes. Automatically uses Google map services to minimize the driving time.

Emergency Service Calls

Use the visual tools to add unplanned service calls. Make changes to the planned route that will least impact scheduling. Have the new service order sent to the technician’s mobile device.

Team Approach to Sales and Service

Customer Management (CRM) is part of Acumatica. From marketing, quoting, building, and installing, and field services, the customer info is transparent throughout the organization providing a 360-degree field of all customer interactions. When selling equipment, the installation appointment can be scheduled while the user is in order entry. (CRM optional application)

Service Contract Management

Recurring service contracts are a significant source of revenue. Visibility on renewal dates for each contract helps preserve the revenue. Dashboards can alert the service team of expiring contracts. Your team can create and manage multiple service schedules per customer and fine-tune appointments using the Schedule Calendar Board for staff and resources.

Maps Integration

Utilizes the most popular map provider with an interface familiar to everyone. Real-time graphical information about location, drive time, etc., is available anywhere. Changes to the route are instantly redrawn and available on the technician’s mobile device.

Equipment Maintenance

Keep track of the complete history of the equipment/machine installed at each customer’s site and stocked repair parts. With Acumatica’s integration of sales and service stores, the equipment records through quoting, order, delivery, installation, and then service work in the field. It also includes manufacturer, model, configuration, and schedule preventive maintenance orders.

Warranty Management

With Acumatica, Warranty Management is integrated with other applications. Establish warranty offers, specifying which parts are under warranty. Multidimensional contracts (different warranty periods for different components of the system) aid in tracking warranties from sales to repair in the field. This helps to ensure billing accuracy, improving customer satisfaction.

Field Service Applications

Service Management

Maximize dispatching by scheduling the right people in the right situations. Easily obtain real-time data for work taking place in the field or on-site with Acumatica Service Management

Equipment Management

This is sold as a separate application. The equipment management module tracks all products related to your customer and schedules preventative maintenance.

Additional Resources

Field Service Management Strategies

This whitepaper delves into the many reasons implementing field service management software modifies your field service operations as a whole – and your customer service in particular – for the better.

Equipment Maintenance for Field Service companies

Discover the Importance of Inventory Management, key benefits for defining schedules for preventive maintenance service orders, associating schedules to recurring maintenance schedules or contracts, and more.

Why Service Companies Thrive with Acumatica

Learn why the wrong technology stifles growth for service-driven organizations, ways Acumatica can help you exceed customer expectations, and more.

Field Service Evaluation Checklist

Discover how to compare the features and benefits of field service ERP vendors, the main ERP benefits for products that offer the same or similar services, and more.

How Service Companies Grow with Acumatica

When you move your business processes to a native cloud-based ERP application, you gain the ability to manage your business anytime, anywhere, on any device. Learn how Acumatica enables you to do just that in this eBook.

Field Service Infographic Overview

Connect remote field services
with in-house operations in a
comprehensive, mobile Service
ERP application. See all of the aspects that make up Acumatica
Field Service Edition.

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