Service Management

Acumatica Service Management enables you to streamline your dispatch operation, increase revenue, and boost customer satisfaction.

Mobilise field service operations; track resources with real-time GPS location, access data on the progress of the appointment with status updates, materials used, notes and images. Acumatica ERP integrates your back office with your field operations so you get the right people to the right service or job every time.

Service Management is fully integrated with all Acumatica ERP modules, providing seamless integration with inventory, purchasing, and projects for service-driven businesses, wholesale distributors, and manufacturers for deliveries, installation, or remote service operations.

  • Scheduling, dispatching and call centre management – fully connect your scheduling, dispatching and call centre with the visual drag-and-drop Dispatch Calendar Board.

  • Expedite assignments – quickly capture service needs and access customer data, product history, and resources.

  • Empower technicians – the mobile app provides GPS navigation, electronic signatures, credit card payments, mobile expenses, voice dictation for notes, image uploads, appointment details, service history and equipment information.

  • Improve communication – emails, SMS, and push notifications alert resources and customers of appointments or modifications, and receive confirmations in real-time.

  • Minimise costs – streamline dispatching and reduce response times; schedule based on availability, location, skills, active licenses etc. reducing overtime costs.

  • Accelerate decision-making – drill-down reports and interactive dashboards deliver insights into future needs e.g. technician utilisation and service performance.

  • Manage sale, service, maintenance repair, and recurring maintenance contracts – define billing procedures and generate service orders with flexible frequencies.

Service Management Software

Service Management key features

Create new appointments and assign resources to scheduled appointments. View your resource schedules by day, by week, or by month and filter calendars based on appointment requirements.

Update resources and technician schedules from the office. Technicians can start and end appointments in the field providing instant status updates to users in the application. Manage single or multi-day appointments and pause appointments for travel or break times.

Schedule technicians based on workload, location, or by skill or certification. Ensure technicians have the right equipment and inventory to complete the job.

Generate invoices based on estimations or actuals, and group invoices by service order, time frame, or customer purchase order. Define different billing rules by the customer and by service order type.

Visualise estimated routes and route statistics for each technician. View actual route history and real-time GPS location to keep track of resources.

Update appointments on the road or at customer locations using the mobile application available for Android and iOS. Access customer history, take payments, enter expense receipts, and capture signatures directly from your mobile device.

Support multiple languages, date and number formats. Define a default language by user, for the internet, and on the mobile app.

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 ensure billing accuracy and improve customer satisfaction.

Simplify cost tracking by linking accounts payable bills to field service appointments for a complete view of expense management and financial analysis by appointment.

Convert CRM opportunities into service orders and appointments. Allocate stock items to service orders and create purchase orders from the field. Create appointments for a project and manage budgets and profitability across and project. Manage inventory with integrated purchasing, requisitions, and powerful inventory replenishment logic.

What Acumatica customers say…

  • Bell and Company Distribution ERP Software Customer

    “Before Acumatica, we had no way to access the local resources on the network when we were away from the office. Now we have access to all of our customer information and technical documents – it’s as easy as picking up the phone or using the app.”

    Dan Wilkins, President
    Bell and Company

  • Safety Management Group Field Services

    “Acumatica’s full-function mobile app was also attractive; it would give the remote field service team working from 37 states much better access to a single source of truth and give managers greater visibility and the tools necessary to manage their projects.”

    Rebecca Ogle, CFO
    Safety Management Group

  • Power Storage Solutions Field Service Acumatica ERP

    “Acumatica offered a service package, purchasing, inventory, a Client Relationship Management (CRM), quoting, manages projects, and sales orders – all right there in one operating system. We were shocked to find all of this functionality in one system.”

    Derrick Elledge, VP of Operations
    Power Storage Solutions