Acumatica Cloud ERP: Field Service Edition

DSD Business Systems

Sustain a real-time view of your customer’s activities across all your operations when field service operations are fully integrated with the back office.

Why You Should Have Acumatica for Field Service Management:

Increase dispatching efficiency, cut down response times, and reduce costs with the Acumatica Field Service Edition suite. Integrate Acumatica Field Service with CRM, sales, inventory, purchasing, accounting, and financial reporting.

With a 360-degree view of customer activities, improve the overall customer experience increasing recurring revenues. Access all applications from any device with internet, ideal for your field workforce. Easily transition between applications, Acumatica Field Services Management is part of Acumatica ERP, not a bolt on application.

Key Benefits

Scheduling, Dispatching and Call Center

Schedule the right people that fit your needs with Acumatica Field Service Management. Recognize service needs and access customer info, product history, and resources required. Create schedules automatically or using drag-and drop tools on the graphical dispatch board organized by color.

Mobile Service Management

Keep your staff members connected through any device with a browser or mobile device app. Access service info and customer data from anywhere, any time. As a full web ERP, Acumatica can run on the entire spectrum of mobile devices.

Dashboards and Business Intelligence

All system users can stay up to date with the info that matters using Acumatica BI (business intelligence). Personalized dashboards are easily created with rich visuals to track. Also, leverage Microsoft Power BI to deliver insights from multiple data sources that are key to your business.

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. With integrated inventory and purchasing, 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.

Route Planning

Optimize appointment routes by filtering appointments by specific criteria. Routes are plotted In Google Maps for each service person with lists of required resources (equipment or machine). 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 minimize the driving time. The route will change as traffic conditions change.

Emergency Service Calls

Use the visual tools to add unplanned service calls. Make changes to the planned route that will least impact scheduling. Have the new service order sent to the technician’s mobile device.

Team Approach to Sales and Service

Customer Management (CRM) is part of Acumatica. From marketing, quoting, building, and installing, and field services, the customer info is transparent 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. (CRM optional application)

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.

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.

Equipment Maintenance

Keep track of the complete history of the equipment/machine installed at each customer’s site and stocked repair parts. 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.

Track Project Costs

Field Service Management is for projects of all sizes. When the installations are very large all the costs per phase of the project are tracked in Acumatica Project Accounting (sold as an optional application). Compare actual project costs with original and revised budgets in real time.

Warranty Management

With Acumatica, Warranty Management is integrated with the other applications. Establish warranty offers, specifying which parts are under warranty. Multidimensional contracts (different warranty periods for different components of the system) aid in tracking warranties from sales to repair in the field. This helps to ensure billing accuracy, improving customer satisfaction.
Field Service

Additional Resources

10 Ways Field Service Companies Grow with Acumatica

10 Ways Field Service Companies Grow with Acumatica

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Impact and Benefits Of Acumatica Cloud ERP

Impact and Benefits Of Acumatica Cloud ERP