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Acumatica Field Service Edition

Maintain a real-time view of your customer’s activities across your complete business when field service operations are fully integrated with the back office.

Maintain a real-time view of your customer’s activities across your complete business when field service operations are fully integrated with the back office.

Why Choose Acumatica for Field Service Management?

Streamline dispatching, reduce response times, and minimize costs with the Acumatica Field Service Edition that works with CRM, sales, inventory, purchasing, accounting, and financial reporting. With a 360-degree view of customer activities, improve the overall customer experience and elevate customer satisfaction to earn higher recurring revenues and gain a competitive advantage.

All the applications are web-based and fully mobile which is ideal for your field workforce. Unlike other field services applications the user interface provides a seamless transition between applications because the Acumatica Field Services Management is part of Acumatica ERP, not a bolt on application.

Benefits of automating field services operations

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Scheduling, Dispatching and Call Centre

Scheduling the right people at the right time with the right skills to perform work efficiently is handled quickly with Acumatica Field Service Management. Quickly capture service needs and access customer information, product history, and resources required to shorten time between call receipt and job assignment. Create daily or weekly schedules automatically or using drag-and drop tools on the graphical dispatch board utilising colours to identify the status of each service order.

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Route Planning

Provides a powerful tool for optimizing routes for appointments with ability to filter appointments by several different criteria. Routes are plotted In Google Maps for each service person with lists of required resources (equipment or machine). Graphically displaying the routes visually informs the dispatcher of order status with different colours enabling them to rapidly respond and make route changes. Automatically uses Google map services to optimise the route to minimise the driving time. Since the route is displayed on the technician’s mobile device, the route will change as traffic conditions change.

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Maps Integration

Utilizes the most popular map provider with an interface familiar to everyone. Real-time graphical information about location, drive time, etc., is available anywhere. Changes to the route are instantly redrawn and available on the technician’s mobile device.

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Service Contract Management

Recurring service contracts are a significant source of revenue. Visibility on renewal dates for each contract helps preserve the revenue. Dashboards can alert the service team of expiring contracts. Your team can create and manage multiple service schedules per customer and fine-tune appointments using the Schedule Calendar Board for staff and resources.

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Inventory Management

In field services, tools and repair parts are typically spread across multiple vehicles and warehouse locations. With Acumatica, you can get control and keep track of the locations and costs. Since inventory and purchasing are integrated, shortages can trigger replenishment orders. Inventory can be sent to a specific location and when the parts arrive, the dispatcher is alerted to schedule the service appointment for installation.

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Warranty Management

Normally, Warranty Management is a time consuming, but required, activity. With Acumatica, this task is integrated with the other applications. 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 to ensure billing accuracy, improving customer satisfaction.

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Mobile Service Management

Keep your staff members connected through any device with a browser or with the native mobile Android and Apple iOS (iPad) app. They will be able to access service information and customer data from anywhere at any time, as well as log service and travel time with different billing rates. Being a full web ERP, Acumatica can run on the entire spectrum of mobile devices. This is important for the companies that want laptops instead of small devices, like a phone.

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Dashboards and Business Intelligence

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.

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Emergency Service Calls

Use the visual tools to add unplanned service calls. Find out how changes to planned routes will affect the team with the least amount of impact to the planned schedule. Have the new service order sent to the technician’s mobile device.

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Team Approach to Sales and Service

Customer Management (CRM) is part of Acumatica, not a loosely integrated module. From marketing, quoting, building, and installing, and then in field services, the customer information is visible throughout the organization providing a 360-degree view of all customer interactions. When selling equipment, the installation appointment can be scheduled while the user is in order entry. (Customer Management and Field Service are sold as optional applications.)

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Equipment Maintenance

Records the complete history of the equipment or machine installed at each customer’s site and tracks repair parts in stock. With Acumatica’s integration of sales and service stores the equipment records through quoting, order, delivery, installation, and then service work in the field. It also includes manufacturer, model, configuration, and schedule preventive maintenance orders. Customer equipment can be associated to recurring schedules and contracts in Acumatica Customer Management (sold as an optional application).

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Track Projects and Costs

Field Service Management is not just for small projects. When the installations are large (tasks, people, or equipment), all the costs (time, materials, and expense) are tracked in Acumatica Project Accounting (sold as an optional application) to the phases of the project. Compare actual project costs with original and revised budgets in real time.

Service Management Applications

FS - Service Management

Service Management

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

Equipment Management

Tracks all products related to your customer and schedules preventative maintenance. Sold as a separate application.
FS - Advanced Financials

Advanced Financials

Augment Acumatica’s base financials with advanced financial capabilities, including GL consolidation, sub-accounts, and automatic revenue recognition.

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