Acumatica Field Services Edition

Get the web-based business solution companies in the services industry need in order to communicate with and receive work orders from customers, assign jobs, track the nearest employee for priority jobs and know the status of the job in real-time. Acumatica's Field Service Management suite works along side their CRM, sales, inventory, purchasing, accounting, and financial reporting suites to provide a complete, end-to-end view of your business.

Key Features:

Minimize Costs

Track and manage costs (including time, people, & equipment) associated with all phases of your service projects.

Streamline Operations

Conveniently moves wherever your people go & allows you to manage all service jobs mobilely with automatic scheduling.

Automatic Scheduling

Save time and work more efficiently by being able to find the best available person and equipment for each task.

Other Features Include:

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

Why Choose Acumatica Field Services?

Acumatica Field ServicesThe Field Services suite speeds up the amount of time between receipt of the service need and job assignment by enabling users to track their resource commitments and match the best one available to a task. The reduced response times & costs result in an increase in both revenue & customer satisfaction.

They can also utilize the user-friendly "calendar scheduling" board to create daily & weekly schedules automatically or with the easy drag & drop tools. Acumatica was built on top-of-the-line, cloud-based technology, making it flexible & easily customizable to fit your business needs.

It also has a great app that is very innovative and versatile. When programming the app, they tried to leverage as much of the modern features in devices such as speech-to-text, electrical signatures, and barcode reading.

It also has an optional Equipment Maintenance module that can track the details on all equipment and products installed at every customer's facility by make & model. Users can also create schedules for preventative maintenance on those equipment & products then associate them with customer contracts.

Focus Industries

Acumatica Field Services Edition is great for... 

  • Engineering Services,
  • IT Services, 
  • HVAC Technician,
  • Telecommunications/Cable Services
  • Maintainance and Repair Services (Cars, electronics, etc.)
  • And, other industries that need project management, expense/financial tracking, and, dispatch management for daily operations.

Field Services Add-Ons

Equipment Maintenance

In addition to the included features, Acumatica also has an optional add-on called Equipment Maintenance. The purpose of this tool is to allow businesses to keep track of all of their equipment. It keeps a record of what equipment is in each truck, warehouse, and customer facility then lets you know when it's time to do a maintenance check.

Route Management

Field Services Edition enables your workers to access everything they need from within the Acumatica app. This includes a Route Management add-on that tracks their current location and navigates with Google Maps from within the app. You can also optimize routes & filter appointments along with the what resources will be needed.

About Acumatica

Acumatica is an all-in-one, cloud-based ERP solution, but it can be deployed on-premise as well as on a private or public (SAAS) cloud. It also makes it easy to switch between the 3 options at any time. Acumatica also has various payment options from pay-as-you-go to a traditional license. There are also no per-user license costs except for the Field Service mobile app. 

Request a Demo

If you would like to see Acumatica Field Services Edition in action or if you just want to learn more about the product, just call us at 800-331-8382 or email us at info@clientsfirst-tx.com.

We look forward to hearing from you!