Field Services

Maintain an up-to-date view of the operator’s activities….

Streamline dispatching, reduce response times, and minimize costs with the Acumatica Field Service Edition suite that works with CRM, sales, inventory, purchasing, accounting, and financial reporting. With a wholesome view of customer activities, it is easy to improve the overall customer experience and increase customer satisfaction and gain higher recurring revenues and competitive advantages. All the applications are web-based and thus totally mobile… ideal for the field team. Unlike other field service applications, the user interface has a seamless transition between applications because it is part of Acumatica ERP, not a bolt on application.

Various Benefits to Field Services

  • Scheduling, Dispatching and Call Center
  • Route Planning
  • Google Maps Integration
  • Mobile Service Management
  • Emergency Service Calls
  • Equipment Maintenance
  • Inventory Management
  • Service Contract Management
  • Warranty Management
  • Dashboards and Business Intelligence
  • Team Approach to Sales and Service
  • Track Project Costs

Focus Industries

Acumatica Field Services Edition is ideal for the following types of businesses:

  • HVAC Technician,
  • IT Services,
  • Engineering Services,
  • Telecommunications/Cable Services,
  • Maintainance and Repair Services (Cars, electronics, etc.),
  • And any industry that requires project management, expense tracking, and regular or irregular dispatch management.

Additional Options:

  • Equipment Maintenance: allows businesses to keep track of all equipment including specific equipment in each warehouse, facility, and truck as well as remind to do maintenance checks
  • Route Management: enables workers to track current location and navigate using Google Apps within the app itself along with optimized route planning including item pick-ups

Google Map Routing:

Visual Scheduling Board:

Demo: