Acumatica Service Management

Power Your Business with Acumatica Service Management

Acumatica Service Management provides the tools to quickly capture service needs so you can shorten the time between call receipt and job assignment. Track resource commitments, match tasks to the best available resources, and generate work orders. Streamline processes to reduce response times and costs, resulting in increased revenues and customer satisfaction that ultimately give you a competitive advantage. Seamless integration to inventory, purchasing, and projects provide service organizations with everything they need to grow their business.

Powers These Acumatica Editions

Acumatica Cloud ERP Field Services Edition

Field Service Edition

Included

Manufacturing Edition

Optional

Commerce Edition

Optional

Construction Edition

Optional

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Powerful Benefits of Acumatica Service Management

Accounting Business Solutions Green Bean

Scheduling, Dispatching, and Call Center

The visual Dispatch Calendar Board gets the right people to the right service or job every time.

Gain Control of Field Service Technicians

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.

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Improve Communications

Using emails, SMS or push notification, notify resources and customers of appointment assignments or modifications.

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Accelerate Decision-Making

Improve decisions by using drill-down reports and dashboards to access past information and gain insights into future needs. Define metrics for technician utilization and service performance.

Important Features of Acumatica Service Management

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.

Accounting Business Solutions White Bean

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 and 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.

Route Optimization

Use WorkWave Routing Engine integration to optimize appointments to minimize driving time. The optimization considers the working schedule of your resources, as well as lunch breaks. This is an optional application.

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.

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.

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 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.

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 powerful inventory replenishment logic.