Cloud Service Management Software
Optimize, Streamline, and Mobilize Field Service Operations.
Acumatica Cloud Service Management Software empowers you to maximize dispatching by scheduling the right people at the right time and obtain real-time data for work taking place in the field. This includes contract management, contract management, appointment schedules, and a full-featured mobile application for service-driven businesses, wholesale distributors, and manufacturers for deliveries, installation, or remote service operations.
Drag-and-drop service orders onto the visual calendar board. Technicians can access service order and equipment details on the powerful mobile application.
Manage your service operations on-the-go with the Acumatica Cloud Service Management System mobile App.
Manage Contracts. Manage contracts for sale and service, maintenance repair, and recurring maintenance scenarios. Define billing procedures and generate service orders with flexible frequencies.
Schedule Appointments. Schedule technicians based on availability, location, skills, active licenses, or service areas. Accurate schedules reduce overtime costs and maximize customer satisfaction.
Plan Inventory. Track inventory in warehouses and mobile vehicles. Leverage inventory replenishment and purchase orders to ensure inventory availability.
Improve Mobility. Empower technicians with a full-featured mobile application with GPS navigation, electronic signatures, credit card payments, mobile expense receipts, voice dictation for notes, image uploads, and appointment details. Field technicians can see service history and equipment information.
Simplify processes for your technicians while delivering superior customer service, and customer satisfaction.
Expedite Assignments. Quickly capture service needs and access customer information, product history, and resources. Use templates to default service and materials during appointment creation. Shorten the time between calls receipt and appointment assignment.
Gain Control of Remote Field Service Activities. Track resource commitments and real-time GPS location. Obtain real-time access to the progress of the appointment with status updates, the material used, and detailed notes and pictures.
Improve Communications. You can choose between emails, SMS, or push notifications to notify resources and customers of appointment assignments and modifications.
Service Management Features and Capabilities.
Calendar Boards. Create new appointments or assign resources to scheduled appointments. View your resource schedules by day, by week, or by month and filter calendars based on appointment requirements.
Appointments. Update technician schedules from the office. Technicians can start and end appointments in the field, providing instant status updates to users in the application. Manage single or multi-day appointments and pause appointments for travel or break times.
Resource Scheduling. Schedule technicians based on workload, location, or by skill, or certification. Ensure technicians have the right equipment and inventory to complete the job.
Flexible Billing. Generate invoices based on estimations or actuals, and group invoices by service order, time frame, or customer purchase order. Define different billing rules by the customer and by service order type.
Route & Resource Tracking on Maps. Visualize estimated route and route statistics by the technician. View actual route history and real-time GPS location to keep track of resources.
Mobile App. Update appointments on the road or at customer locations using the mobile application available for Android and iOS. Access customer history, capture payments, enter expense receipts, and capture signatures directly from your mobile device.
Warranty Management. Establish warranty offers for your customers, specifying which parts are under warranty to avoid confusion, mischarges, and objections. Multidimensional contracts (different warranty periods for various 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.
Enterprise-wide Integration. Convert CRM opportunities into service orders and appointments. Allocate stock items to service orders and create purchase orders from the field. Create appointments for a project and manage budgets and profitability across and project. Capture time for employee timecards used for payroll. Manage inventory with integrated purchasing, requisitions, and robust inventory replenishment logic.