Strategies Group

Acumatica Field Service Management

Acumatica Field Service Management Suite

Streamline dispatching, reduce response times, and minimize costs with the Acumatica Field Service Edition suite that seamlessly integrates with Acumatica Customer Relationship Management (CRM), sales, inventory, purchasing, accounting, and financial reporting. With a holistic 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 solutions, the user interface provides a seamless transition between applications because the Acumatica Field Services Management is part of Acumatica ERP, not a bolt on application.

Enjoy the Benefits of Acumatica Field Service Management Suite

From Scheduling to Dispatching

Schedule the right people at the right time! 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

Optimize service routes for appointments with the ability to filter appointments by different criteria. Plot routes in Google Maps for each service with lists of required resources (equipment or machine). Graphically display the routes to inform the dispatcher of color coded order status, enabling them to rapidly respond and make route changes. Minimize driving time utilizing Google Maps services.

Mobile Service Management

Keep your staff members connected through any connected device with any browser or with the native mobile Android or Apple iOS (iPad) app. Access service info and customer data from anywhere at any time. Being a full web ERP, Acumatica can run on any mobile device.

Manage Emergency Service Calls

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

Simplify Equipment Management

Record the complete history of equipment installed at each customer’s site and track parts in stock. Customer equipment can be linked to recurring schedules and contracts in Acumatica Customer Relationship Management (sold as an optional application).

Superior Inventory Management

Field services organizations typically struggle with tools and repair parts spread across multiple vehicles and warehouse locations. With Acumatica, you can gain control and keep track of locations and expenses. Since inventory and purchasing are connected, 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.

Acumatica Field Service Management gives you the ability to connect your back office team with your field workforce.