Acumatica Field Service Management Solution

The complete field service solution for today’s business—configured and implemented by a partner you can trust. Acumatica’s Field Service Management solution is ready to connect your team and processes so that you can focus on serving clients.

Running a field service business requires everything—and everyone—to be connected. The second a customer calls, there’s a good chance that they need something done fast. Whether the call is to fix a minor inconvenience or a business-critical piece of machinery, it’s likely a call that they didn’t want to make. Stress levels are high and it’s part of your job to calm nerves, provide information, and get the right person with the right tools on the job as soon as possible.

Built by Acumatica, configured and put into use by Gold Certified Acumatica Partner Cloud 9 ERP Solutions, this product connects the most important processes in delivering service for customers, integrating dispatch with technicians, inventory with products to be serviced, and customers with the service they need.

Why Choose Acumatica for Field Service Management?

No matter what you service, Acumatica helps you streamline dispatching, reduce response times, and minimize costs. Connecting information across your business, Acumatica Field Service gives you a 360 degree view with real-time integration between CRM, sales, inventory, purchasing, accounting, manufacturing, project accounting, and financial reporting. Here’s how it delivers.

Put the Right People on the Right Job

Schedule the right people at the right time with the right skills to perform work efficiently, accurately, and safely. Quickly capture service needs and access customer information, product history, and resources required to shorten time between call receipt and job assignment. Then save your technicians time with simple drag and drop scheduling.

Complete Visibility into Costs

No matter how small or large the project, understanding every single moving part matters to keeping margins healthy. This starts with a deep understanding into the costs that go into each project. Acumatica delivers managers the necessary information at the right time, showing time, labor, and materials both projected and actual costs throughout the work.

Bill on the Terms You Want

Connect your costs to your invoices and ensure that billing is fast, accurate, and to the expectation of your customer. Manage billing with fixed-price, cost-plus, or capped project costs. Bill service orders and appointments through the project instead of Service Management.

The Right Parts for the Job

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. Connect inventory and equipment with purchasing, and ensure that your technicians have the right tools before they head out.

Acumatica Field Service Success Story

AV systems integration firm moves to Acumatica, increases sales revenue and improves operational efficiencies.

Key Functionality of Acumatica Field Service

Built for configuration, Acumatica fits your business—not the other way around. Ready to give you control over equipment management, service management, and more, Acumatica’s Field Service offers you the following:

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Contract Management

Deliver on your promises. Manage contracts for sale and service, maintenance repair, and recurring maintenance scenarios. Define billing procedures and generate service orders with flexible frequencies.

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Scheduling

Put the best people on the job. Schedule technicians based on availability, location, skills, active licenses, or service areas. Accurate schedules reduce overtime costs and maximize customer satisfaction.

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Inventory Management and Planning

Track inventory in warehouses and mobile vehicles. Leverage inventory replenishment and purchase orders to ensure inventory availability.

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Customer Communications and Visibility

Service management integrates with Acumatica CRM providing access to sales history, support cases, and activity history. Use emails, SMS or push notification to notify resources and customers of appointment assignments or modifications.

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Project Management

Track multi-phase projects. Compare original to revised budgets. Manage billing with fixed-price, cost-plus, or capped project costs. Bill service orders and appointments through the project instead of Service Management.

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Mobility Management

Empower technicians with a full-featured mobile application with GPS navigation, electronic signatures, credit card payments, mobile expense receipts, voice dictation for notes, image uploads, and appointment details. Field technicians can see service history and equipment information.

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Warranty, Preventive, and Service Contract Management

Define warranties by equipment and by component. Create recurring schedules for preventive maintenance and fine-tune appointment assignment using calendar boards. The system will notify the employee and manager as appointments are manually or automatically scheduled.

Acumatica Field Service Management Datasheet

Built by Acumatica, Delivered by a Top Partner

Though many companies claim to work with field service firms, it’s all about finding the one who can deliver for your specific business needs. Few solutions exist today that can handle both the financial, dispatching, purchasing, and inventory management needs of companies like yours, and even fewer partners know how to deliver such a solution.

At Cloud 9 ERP Solutions, a Gold Certified Acumatica Partner, we have worked with companies like yours to configure and deliver Acumatica Cloud ERP, a product ready and able to handle your challenges.

Get to know more about how we workwho we’ve helped, and why we’ve been a leader in the business for nearly three decades by contacting us for a free consultation.

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Acumatica MVP

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