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Acumatica Field Service Management

Acumatica Field Service Management software allows you to maintain real-time visibility of all your customer’s activities across all your operations.

This cloud solution delivers a complete set of functionality for your field service operations. By streamlining processes, you reduce response times and costs, which results in increased revenues and superior customer satisfaction. Enjoy an added competitive advantage.

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In need of a complete service industry ERP solution? Whether you specialize in long-term, complex projects, or short turnaround jobs, you succeed by acquiring and maintaining clients while ensuring that projects/jobs are executed profitably. It all starts with managing relationships and making your deadlines. Competing on value is necessary, but the real challenge is to be better than the competition at ongoing relationship management.

With integrated financials, customer management, project cost tracking, service automation, and time and expense management, Acumatica provides the capabilities and features small- and mid-sized service businesses demand from professional services automation software giving you more than what you’d expect from an ERP solution.

What makes Acumatica Field Service Management software unique?

Optimal Route Planning – Optimize routes for appointments with the ability to filter appointments by several different criteria. Routes are plotted in Google Maps for each service person with lists of required resources (equipment or machine). Graphical displays show the routes and order status with different colors, enabling dispatchers to rapidly respond to problems and make route changes. Routes are designed to minimize drive time and changes to the route are instantly redrawn and available on the field technician’s mobile device.

Inventory Management – In field services, tools and repair parts are typically spread across multiple vehicles and warehouse locations. With Acumatica, you can control and track these locations and costs. Since inventory and purchasing are integrated, replenishment orders can be sent to a specific location and, when the parts arrive, the dispatcher can schedule the service appointment for installation.

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.

What You Can Do With Acumatica Field Service Management

Keep your staff members connected through any browser-enabled device or using the native mobile Android and Apple iOS (iPad) app. Offer staff access to service information and customer data from anywhere at any time. Acumatica runs on the entire spectrum of mobile devices, important for companies using laptops rather than small devices like phones.

Use visual tools to add unplanned service calls. Find out how changes to planned routes will affect the team with the least amount of impact on the planned schedule. Have the new service order sent to the technician’s mobile device.

Record the history of equipment or machines installed at each customer site and track repair parts in stock. Acumatica stores the equipment records from quoting through order, delivery, installation, and service work in the field. Information includes manufacturer, model, configuration, and scheduled preventive maintenance orders. Customer equipment can be associated with recurring schedules and contracts in Acumatica Customer Management (sold as an optional application).

Establish warranty offers for your customers, specifying which parts are under warranty to avoid 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, specifying what is covered and what is not. This helps ensure billing accuracy and improve customer satisfaction.

Create personalized dashboards easily and turn raw data into rich visuals to track progress and spot trends as they happen. Acumatica’s business intelligence can also leverage Microsoft Power BI to deliver insights from multiple data sources that are key to your business.

Customer Management (CRM) is part of Acumatica, not a loosely integrated module. From marketing, quoting, bidding, to installation and field services, the customer information is visible 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. (Customer Management is sold as an optional application.)

Field Service Management is not just for small projects. When the installations are very large (tasks, people, or equipment), all the costs (time, materials, and expenses) of each 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. Users can track and log time by invoking starting and completing actions.

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Streamline dispatching, reduce response times, and minimize costs with the Acumatica Field Service Edition that works 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 applications are web-based and accessible from any device, anytime, anywhere, which is ideal for your field 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 conditions. 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.

The Benefits of a Cloud Field Service Management System

Expedite Assignments
Quickly capture service needs and access customer information, product history, and resources.

Shorten the time between call receipt and job assignment.

Track Resources
Track resource commitments.

Match tasks to the best available resources.

Generate work orders automatically.

Optimize Schedules

Schedule the right people at the right time with the right skills to perform work.

Use the field services calendar scheduling board to create daily or weekly schedules automatically or use the convenient drag-and-drop tools.