Field Service Management Edition

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

Streamline dispatching, reduce response times, and minimise costs with the Acumatica Field Service Edition suite that works with CRM, sales, inventory, purchasing, accounting, and financial reporting.

Scheduling, Dispatching and Call Centre

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.

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.

Track Project Costs

Field Service Management is not just for small projects. When the installations are very large (tasks, people, or equipment) all the costs (time, materials, and expense) to the phases 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.

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.

Google Maps Integration

Utilise 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 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

What is included in the Field Service Management Edition?

Included as standard;

  • Advanced Financials; General Ledger, Accounts Receivable, Accounts Payable, and Cash Management
  • Advanced Distribution; Sales Orders, Requisition Management, Purchase Orders, Inventory Management
  • Field Service Management
  • Up to 10 Scheduled Techs (People & Vehicles)
  • Monitoring & Automation
  • Acumatica Cloud ERP Platform featuring a full range of integrated business functions
  • 10 Entities

Available Add-ons;

  • Field Service Upgrade to 50 or Unlimited Techs
  • Field Service Equipment Maintenance
  • Field Service Route Management
  • Customer Relationship Management; Contacts, Opportunities, Marketing, and Support Case Management, Outlook Integration
  • Fixed Assets
  • Project Accounting
  • Intercompany Accounting
  • Deferred Revenue & Contracts
  • Fixed Assets
  • Advanced Fufilment
  • e-Commerce Integration
  • Manufacturing Management
  • Additional Entities