Acumatica Field Service Management
Never lose sight of your business. Increase visibility, control, service efficiency, and customer satisfaction with powerful cloud field service software.
In today’s competitive landscape, no one can waste hours waiting around. Not you, not your customers.
Companies that provide installation, maintenance, or emergency repairs for customers are a critical part of the business and consumer landscape. Whether the product your team works on is an air conditioner, audio/visual equipment, or an airplane, your company’s employees have a unique set of skills that are in high demand.
However, in demand doesn’t mean irreplaceable, and if you can’t deliver the rapid response and quality service your customers require, you could end up losing jobs to competition. If you hope to grow your business or even stave off the ongoing threats that exist from competitors, you need a field service solution designed for today’s business.
Acumatica Field Service Edition is a solution built into the Acumatica platform, designed to help companies like yours to streamline dispatching, reduce response times, and minimize costs while putting your technicians in a position to provide the high-quality support your customers demand. From local businesses to nationwide firms companies of all sizes and industries are doing more with a field service solution that works with CRM, sales, inventory, purchasing, accounting, and financial reporting.
With a centralized database, single version of the truth, and anytime, anywhere access, you can connect your entire team and work more efficiently.
Your dispatchers and technicians always need to be on the same page. Acumatica makes scheduling easy, provides visibility into inventory and skillsets, and gives technicians the technology they need to arrive, provide, invoice, and go.
Getting your technicians from point A to point B is often easier said than done, and no customer has ever been happy to see a four-hour response window. Schedule the right people at the right time with the right skills, optimize schedules and routes, and work more efficiently with easy to use applications.
Keep your staff members connected through any device with a browser or with the native mobile Android and Apple iOS (iPad) app. With a fully web-based ERP solution ready to run on any device, everyone can have the access they need—when and where they need it.
Connecting field service with customer management is a necessity in today’s business, and CRM is part of Acumatica, not a loosely integrated module. This gives everyone the customer information they need and a 360-degree field of all customer interactions.
This is a concise guide to identifying must-have features, narrowing down your options, and finding the solution that will deliver the greatest value to your organization.
Don’t just think of field service as another cost center in your budget. Deploy your technicians as customer service managers who build relationships in ways that increase satisfaction and improve your bottom line. Find out how in this guide.
Augment Acumatica’s base financials with advanced financial capabilities, including GL consolidation, sub-accounts, and automatic revenue recognition. This solution is customized for the needs of the field service business by adept partners like CCS Technologies.
Track and manage every detail of your field service operations with Service Management. Easily connect your scheduling, dispatching, and call center operations with the rest of the business, track maintenance and customer schedules, and deliver the highest levels of customer service.
Know what your customers have and always have the right person for the job. Acumatica Equipment Management is built on top of the functionality in the Service Management application, helping you to track equipment, provide preventive maintenance, and service customers.
With Acumatica, you can take the hassle out of warranty management. Easily establish warranty offers for your customers, specifying which parts are under warranty so you’ll never have to charge your customer for those parts.
Create and manage multiple service schedules per customer, then generate, project, plan and fine-tune all the appointments using the Schedule Calendar Board for staff and resources. The resource mode is used to polish details about exact hours and days.
Set up a standardized billing service contract so that a user can define the services that will be covered in the billing period, the number of appointments or hours, the fee to pay in the billing period, and the overage price if the specified number of appointments or hours within the period is exceeded.