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Software Solutions & Services

Field Service Management

Acumatica 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. Acumatica Service Management provides contract management, appointment schedules, and a full-featured mobile application for service-driven businesses, wholesale distributors, construction companies, and manufacturers for deliveries, installation, or remote service operations. Seamless integration to inventory, purchasing, and projects provides service organizations with everything they need to grow their business.

WITH ACUMATICA SERVICE MANAGEMENT, YOU CAN:

  • Manage Contracts: Manage contracts for sale and service, maintenance repair, and recurring maintenance Define billing procedures and generate service orders with flexible frequencies.
  • Schedule Appointments: Schedule technicians based on availability, location, skills, active licenses, or service Accurate schedules reduce overtime costs and maximize customer satisfaction.
  • Plan Inventory: Track inventory in warehouses and mobile 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
  • Manage Projects: Track multi-phase Compare original to revised budgets. Manage billing with fixed-price, cost-plus, or capped project costs. Bill service orders and appointments through the project instead of Service Management.
  • Improve Customer Visibility: Service management integrates with Acumatica CRM providing access to sales history, support cases, and activity The customer portal provides access to invoices and other information online.

Key Benefits

EXPEDITE ASSIGNMENTS

  • Quickly capture service needs and access customer information, product history, and resources
  • Use templates to default service and materials during appointments creation
  • Shorten the time between call 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

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

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

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 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 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.

LINK AP BILLS

Simplify cost tracking by linking accounts payable bills to field service appointments for holistic expense management and financial analysis by appointment.