Acumatica Field Service
Getting the right person to the right job at the right time may sound straightforward, but when you have to manage a growing number of field service technicians serving an ever expanding customer base, it becomes harder and harder to keep track of it all. Enter Acumatica Cloud ERP Field Service Edition, a flexible and robust field service management solution designed to provide both you and your technicians the information they need—when and where they need it.
This mobile-friendly cloud solution gives you a real-time view of your customer’s activities across all your operations when field service operations, fully integrated with back office and other necessary applications.
Flexible and Robust ERP to Streamline Field Service Operations
From route planning to maps integration, you and your field service technicians can see the whole picture with Acumatica Field Service Edition. Integrated scheduling, dispatching, and call center operations give you the ability to perfectly plan schedules and routes while mobile field service applications allow technicians to see the who, what, where, why, and how.
Built to integrate with Acumatica Financial Management, Distribution Management, Customer Management and whichever applications you may already use, Acumatica Field Service Edition offers the following functionality for businesses:
Unlock the full potential of your field service staff
Dashboards and Business Intelligence in Acumatica
See the entire picture without a steep learning curve. All users of the system can stay up to date with the information that matters to them using Acumatica BI (business intelligence). Personalized dashboards are easily created 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. Key features include the following:
Built-In Business Intelligence
Generic Inquiries for Reporting and Analytics
Acumatica Reporting with over 250 Standard Reports
Acumatica Dashboards offer Easily Understandable Information with a Few Clicks
A Team Approach to Sales and Service
Customer Management (CRM) is part of Acumatica, not a loosely integrated module. With this tightly integrated customer service module, you can see the entire picture of your customers, sales and service initiatives, and service technicians in real time. Key features of Acumatica Customer Management include the following:
Sales Automation
Integrated Marketing
Service Automation
Support Automation
Customer Self-Service
Field Service Focused Service Management Functionality
Quickly capture service needs to shorten the time between call receipt and job assignment. Track resource commitments, match tasks to 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. Take control from the call center to the dispatching process, scheduling the right person for the job when you need to send them.
Scheduling, Dispatching and Call Center
Equipment Maintenance
Service Contract Management
Warranty Management
Mobile Service Management
Tools and Resources
Staff Dashboard
Multi-Currency Support
Standardized Contracts
Equipment Management in Acumatica
With many different customers having many different needs, you need to know what’s happening so that you can send the right person to do the job. Acumatica Equipment Management is built on top of the functionality in the Service Management application that schedules, dispatches, and generates service orders, tracks staff skills, and invoices field service work. Acumatica Route Management is an optional component of the Acumatica Service Management Suite of products. Manage inventory, track warranties, and schedule preventive maintenance from anywhere using this integrated cloud functionality.
Service Contract Management
Master Contracts
Appointment Generator
Service Template
Warranty Management
Invoicing
Service Parts
Mobile Service Management
Built in Financial Management for Field Service Companies
Acumatica Field Service Edition is built to work with the rest of Acumatica’s applications and leverages powerful financial management to complete a wide range of accounting tasks. Designed for companies with complex requirements, yet easy to use in smaller organizations, Acumatica Financial Management software provide a feature-rich accounting suite that simplifies both day-to-day and strategic operations.