Acumatica Field Service Solutions

Why Choose Acumatica for Field Service Management?

Acumatica Cloud ERP Field Service management streamlines dispatching, reduces response times, and minimizes costs. It is fully integrated with CRM, sales, inventory, purchasing, accounting, manufacturing, project accounting, and financial reporting. With a 360-degree view of customer activities, improve the overall customer experience, and elevate customer satisfaction to earn higher recurring revenues and gain a competitive advantage.

All the Field Service applications are web-based and accessible from any device, anytime, anywhere, which is ideal for your field service workforce. Acumatica’s unlimited user licensing and role-based security lets your entire staff and field representatives conduct day-to-day operations with full 24/7 access to the business tools and functions they need to remain productive under any condition. Unlike other field services applications, the user interface provides a seamless transition between applications. Acumatica Field Services Management is part of Acumatica ERP, not a bolt-on application.

How Acumatica Field Service Solutions Can Benefit Your Business

  • Scheduling, Dispatching and Call Center

    Schedule the right people at the right time with the right skills to perform work efficiently. Quickly capture service needs and access customer information, product history, and resources required to shorten time between call receipt and job assignment. Create daily or weekly schedules automatically or using drag-and drop tools on the dispatch board.

  • Equipment Management

    Record the complete history of equipment and machines installed at each customer site. Identify repair parts in stock, and easily enter and view the status of quotes, orders, delivery, installation, and service work while in the office or in the field. What’s more, you can track manufacturer, model, configuration, and schedule preventive maintenance orders. Improve customer service with recurring schedules and contracts in Acumatica Customer Management (sold as an optional application).

  • Mobile Service Management

    Keep your team members connected through any device with a browser or using the native Android and Apple iOS (iPad) apps. Team members can access service information and customer data from anywhere at any time- as well as log service and travel time with different billing rates.

Acumatica Field Service Edition Mobile
  • Service Contract Management

    Gain visibility into renewal dates for each contract and get dashboard alerts when contracts expire. Your team can create and manage multiple service schedules per customer and fine-tune appointments using the Schedule Calendar Board for staff and resources.

  • Warranty Management

    Simplify warranty management by establishing warranty offers that specify which parts are under warranty to avoid future confusion, mischarges, and objections. Multidimensional contracts (different warranty periods for different components of the system) help to track warranties from sales to repair in the field.

  • Emergency Service Calls

    Use visual tools to add unplanned service calls. Determine how changes to planned routes will affect the team with the least amount of impact to the planned schedule. Easily send new service orders to the technician’s mobile device.

  • Simplified Inventory Management

    With fully-integrated inventory and purchasing, easily track repair parts spread across multiple vehicles and warehouses. Establish replenishment orders and pre-assign parts to specific inventory locations. Additionally, dispatchers are alerted when parts arrive making it easy to schedule the corresponding service appointment for installation.

Acumatica Cloud ERP Field Service Management Solutions

Service Management

Maximize dispatching by scheduling the right people at the right time and obtain real-time data for work taking place in the field.

Equipment Management

Tracks all products related to your customer and schedules preventative maintenance. Sold as a separate application.

Financial Management

Augment Acumatica’s base financials with advanced financial capabilities, including GL consolidation, sub-accounts, and automatic revenue recognition.

Ready to Take Your Business to New Heights?

Contact us today to learn more about how Summit Business Systems can partner with you to provide exceptional and reliable ERP solutions for your business.

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