Acumatica Equipment Management

Power Your Business with Acumatica Equipment Management

Acumatica Equipment Management is essential for service-driven organizations that manage maintenance contracts for customer-owned equipment. This is critical for services related to equipment or labor warranties.

The Equipment Management application extends Service Management capabilities to record the history of customer-owned or company-owned equipment. Avoid mischarges and objections by establishing warranty offers for equipment or components. Keep track of serial numbers, define default vendors, and track sale and installation dates for each component.

Every detail for equipment is maintained in the system and available to field service technicians through the mobile application. Armed with information, technicians can provide faster and higher quality maintenance services for customer equipment.

Create field service contracts to associate equipment for preventive maintenance or create schedule rules for recurring service visits to your customers.

Powerful Benefits of Acumatica Equipment Management

Accounting Business Solutions Green Bean

Equipment Maintenance Inventory

Maintain all details of equipment and products installed at your customers’ facilities by make and model. Keep track of warranties, serial numbers, default vendors, sale date, and installation date for each component.

Accounting Business Solutions Pink Bean

Warranty Tracking

Track warranty classes by models of equipment to prevent needless customer invoicing of parts and labor when the work is covered under warranty.

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Preventive Maintenance Schedules

Define schedules for preventive maintenance service orders and associate them to recurring maintenance schedules or contracts.

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Cloud and Mobile

Access the routes anywhere, anytime, from any device. All applications are web-based, giving users with appropriate privileges unlimited access to the system from anywhere in the world.

Acumatica Usability Overview

Important Features of Acumatica Equipment Management

Accounting Business Solutions Blue Bean

Repair Scheduling

Schedule and maintain a history of appointments for services performed on equipment items installed at customer facilities.

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Component Handling

Define components of equipment items and schedule appointments for regularly scheduled replacements.

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Warranty Tracking

Define warranties by equipment and by component. The system will notify the employee and manager as appointments are manually or automatically scheduled.

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Preventative Maintenance Contracts

Create recurring schedules for preventive maintenance and fine-tune appointment assignment using calendar boards.

Accounting Business Solutions Pink Bean

Enterprise-Wide Integration

Convert CRM opportunities into service orders and appointments for equipment repair. Stock equipment and component items sold through the sales order application can be maintained for on-going equipment management and maintenance. Create recurring service schedules for a project and manage budgets and profitability across and project. Capture time for employee timecards used for payroll. Manage equipment and replacement part inventory with integrated purchasing, requisitions, and powerful inventory replenishment logic.

Accounting Business Solutions Pink Bean

Standardized Billing Contracts

Define a billing period and the allotted amount of service hours or visits permitted in the period. Apply overage charges when allotted services exceed maximum visits or hours for the period.

Accounting Business Solutions White Bean

Mobile App

Update appointments and equipment items on the road or in the field at customer sites using the mobile application designed for Android and iOS devices. Select the equipment to repair and service, take pictures, access equipment history, review warranty information, use your phone for note dictation, and update the order status directly from your mobile device.

Accounting Business Solutions Blue Bean

Multi-Language and Localization

Support multiple languages, date formats, and number formats. Define a default language by user for the web and on the mobile app.

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