Field Service Management
Maximize dispatching and boost revenue by scheduling the right people at the right time, and see real-time data for work taking place in the field.
Streamline your dispatch system
Acumatica Service Management enables organizations to quickly capture service needs, get them assigned faster, and track progress in real-time. Efficient scheduling drives increased revenue and improves customer satisfaction. Acumatica Service Management software is fully integrated with your ERP, providing seamless integration with inventory, purchasing, and projects. Features include 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.
Key Benefits of
Acumatica Field Service Management
Improve Communication
Flexible, automated notifications: Using emails, SMS, or push notifications to alert resources and customers of appointment assignments or modifications, and receive confirmations in real-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.
Streamline Scheduling & Dispatch
Scheduling, dispatching and call center:
Fully connect scheduling, dispatching and call center. The visual Dispatch Calendar Board gets the right people to the right service or job every time.
Accelerate Decision-Making
Intuitive dashboards and powerful analytics: 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.
Acumatica Field Service Management Key Features
Create new appointments or assign resources to scheduled appointments.
View resource schedules by day, by week, or by month, and filter calendars based on appointment requirements.
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.
Schedule technicians based on workload, location, or by skill or certification.
Ensure technicians have the right equipment and inventory to complete the job.
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.
Visualize estimated route and route statistics for each technician.
View actual route history and real-time GPS location to keep track of resources.
Update appointments on the road or at customer locations using the mobile application available for Android and iOS.
Access customer history, take payments, enter expense receipts, and capture signatures directly from a mobile device.
Support multiple languages, date formats, and number formats.
Define a default language by user, for the web, and on the mobile app.
- Establish warranty offers for 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.
Simplify cost tracking by linking accounts payable bills to field service appointments for holistic expense management and financial analysis by appointment.
Manage contracts for sale and service, maintenance repair, and recurring maintenance scenarios.
Define billing procedures and generate service orders with flexible frequencies.
Simplified service contract renewals optimize and streamline business workflows.
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.
Acumatica Field Service Management Applications
Equipment Management
Track your customers’ installed equipment for preventive maintenance scheduling and service order management with Equipment Management software.
Route Management
Acumatica Route Management provides powerful tools for optimizing routes that minimize gas consumption and travel time.
Integrate the tools you already use
See how Acumatica integrates seamlessly with your existing tech stack.
