The Most Advanced System for Service Companies

Scheduling, dispatching and call center with a complete business system backbone.

Scheduling the right people at the right time with the right skills to perform work efficiently is handled quickly with Acumatica Field Service Management. Quickly capture service needs and access customer information, product history, and resources required to shorten time between call receipt and job assignment. Create daily or weekly schedules automatically or using drag-and drop tools on the graphical dispatch board utilizing colors to identify the status of each service order.

Route Planning

Provides a powerful tool for optimizing routes for appointments with ability to filter appointments by several different criteria. Routes are plotted In Google Maps for each service person with lists of required resources (equipment or machine). Graphically displaying the routes visually informs the dispatcher of order status with different colors enabling them to rapidly respond and make route changes. Automatically uses Google map services to optimize the route to minimize the driving time. Since the route is displayed on the technician’s mobile device, the route will change as traffic conditions change.

Google Maps Integration

Utilizes the most popular map provider with an interface familiar to everyone. Real-time graphical information about location, drive time, etc., is available anywhere. Changes to the route are instantly redrawn and available on the technician’s mobile device.

Mobile Service Management

Keep your staff members connected through any device with a browser or with the native mobile Android and Apple iOS (iPad) app. They will be able to access service information and customer data from anywhere at any time. Being a full web ERP, Acumatica can run on the entire spectrum of mobile devices. This is important for the companies that want laptops instead of small devices, like a phone.

Emergency Service Calls

Use the visual tools to add unplanned service calls. Find out how changes to planned routes will affect the team with the least amount of impact to the planned schedule. Have the new service order sent to the technician’s mobile device.

Project Accounting

Gain a complete view of project-related costs for materials, labor, services, and inventory items. Simplify project sales and pricing by supporting complex quote processes, improving project control and management. Create quotes, update them, link them to CRM and track versions. When approved, create projects and provide billing details.  Project Accounting Software features are integrated with General Ledger, Accounts Payable Software, Accounts Receivable Software, Sales Order Management, Purchase Order Management, Inventory Management, and the Time and Expense mobile application.

Equipment Maintenance

Records the complete history of the equipment or machine installed at each customer’s site and tracks repair parts in stock. With Acumatica’s integration of sales and service stores the equipment records through quoting, order, delivery, installation, and then service work in the field. It also includes manufacturer, model, configuration, and schedule preventive maintenance orders. Customer equipment can be associated to recurring schedules and contracts in Acumatica Customer Management (sold as an optional application).

Inventory Management

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. Since inventory and purchasing are integrated, shortages can trigger replenishment orders. Inventory can be sent to a specific location and when the parts arrive, the dispatcher is alerted to schedule the service appointment for installation.

Service Contract Management

Recurring service contracts are a significant source of revenue. Visibility on renewal dates for each contract helps preserve the revenue. Dashboards can alert the service team of expiring contracts. Your team can create and manage multiple service schedules per customer and fine-tune appointments using the Schedule Calendar Board for staff and resources.

Warranty Management

Normally, Warranty Management is a time consuming, but required, activity. With Acumatica, this task is integrated with the other applications. Establish warranty offers for your 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 to ensure billing accuracy, improving customer satisfaction.

Dashboards and Business Intelligence

All users of the system can stay up to date with the information that matters to them using Acumatica BI (business intelligence). Personalized dashboards are easily created and turn raw data into rich visuals to track progress and spot trends as they happen. Acumatica’s business intelligence can also leverage Microsoft Power BI to deliver insights from multiple data sources that are key to your business.

Team Approach to Sales and Service

Customer Management (CRM) is part of Acumatica, not a loosely integrated module. From marketing, quoting, building, and installing, and then in field services, the customer information is visible throughout the organization providing a 360-degree field of all customer interactions. When selling equipment, the installation appointment can be scheduled while the user is in order entry. (Customer Management is sold as an optional application).

Streamline dispatching, reduce response times, and minimize costs with the Field Service suite that works with CRM, sales, inventory, purchasing, accounting, and financial reporting. With a 360-degree view of customer activities, improve the overall customer experience and elevate customer satisfaction to earn higher recurring revenues and gain a competitive advantage. All the applications are web-based and fully mobile which is ideal for your field workforce. Unlike other field services applications the user interface provides a seamless transition between applications because the Acumatica Field Services Management is part of the ERP, not a bolt on application.

Complete Business Management Backbone

Remarkably powerful and flexible financial management software offering a full suite of accounting functions to track to track, report and improve operations throughout your organization. Acumatica's financial suite offers a deep accounting structure with a broad toolbox of features.

Acumatica field service modules are perfect for companies that specialize in the install and service of equipment such as HVAC, overhead door, glass, plumbing, roofing, flooring, and all types of electrical hardware.

Learn how Insite4Software's Acumatica solutions for your company.