Acumatica Case Studies and existing customer success stories

Acumatica Field Services Management Software

Why should I use Acumatica Field Services Management Software?

With the Acumatica Field Services Management Software, you can streamline dispatches, significantly reduce response times, and minimize your costs.

This field services management system is integrated with Customer Relationship Management (CRM), sales, inventory, purchasing, accounting, manufacturing, project accounting, and financial reporting

You will improve your overall customer experience through a full view of customer activities. With elevated customer satisfaction, you will grow your recurring revenue and widen the gap between you and your competitors with the added competitive advantage.

This field services solution is ideal for those who are out and about as you have access from anywhere, any time, and from any device.

Unlock the full potential of the solution and empower your entire team as there are no restrictions on the number of users. With role-based security, you can empower your field representatives to conduct day-to-day operations with full 24/7 access to the business tools and functions they need to remain productive under any conditions.

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screenshot of acumatica field services management solution mobile interface

The Benefits of using the Acumatica Field Services Management Software

Scheduling, Dispatching and Call Center

Your concerns with scheduling the right people with the relevant skills at the right time are over. Acumatica Field Services Edition enables you to easily capture service needs and access customer information, product history, and resources required to shorten time between call receipt and job assignment.

Management of Service Contracts

Ensuring that you have full visibility of recurring contract renewal dates is key. The Acumatica dashboards will alert your team when contract renewals were due.

Management Of Equipment

Track which repair parts are in stock and keep complete record of which machines were installed at every customers site. Store equipment records through quotes, orders and installation as this field services management solution is integrated with sales.

Warranty Management

Your days of time-consuming warranty management are over. 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.

Service Management On-the-Go

With Acumatica's browser based solution, you can stay connected with your team at all times. Alternatively, you could make use of the Android and IOS mobile app. They will be able to access service information and customer data from anywhere at any time, as well as log service and travel time with different billing rates.

Inventory Management

Keep control of tools and repair parts that are spread across multiple vehicles and warehouse locations. With Acumatica's integrated inventory and purchasing, you can avoid shortages with automated triggers that activate inventory replenishments.

Emergency Service Calls

Acumatica has a visual tool that allows you to log unplanned service calls. Find out how changes to planned routes will affect the team with the least amount of impact to the planned schedule. The new service order can then be sent to the technician’s mobile device.

Sales and Service Team Collaboration

With built-in Customer relationship management (CRM), you have full visibility of all customer interactions. From marketing, quoting, building and installations, all customer interactions are visible throughout the entire organization.

Acumatica field services capabilities

  • Service Management. Maximize dispatching by scheduling the right people at the right time and obtain real-time data for work taking place in the field.
  • Equipment Management. Tracks all products related to your customer and schedules preventative maintenance. Sold as a separate application.
  • Advanced Financials. Augment Acumatica’s base financials with advanced financial capabilities, including GL consolidation, sub-accounts, and automatic revenue recognition.

What makes Acumatica the Ideal solution for Field Services managers

KPIs that Acumatica can surface for field services

With Acumatica, you will have full visibility of your services revenue & profitability, first-touch resolution rate, percentage of jobs delivered on budget & on time, the average time to resolve, completion to invoice time, percentages of billable hours, and overtime hours.

How Acumatica drives field service efficiency and productivity

Enjoy remote entry for time and service call management, advanced analytics that provide valuable insight, field service automation, and integrated project accounting.

Acumatica synchronizes field services with other operational areas

Acumatica is fully integrated across all customer-facing processes. The Acumatica customer portal gives your clients visibility and saves you time. Give your team access to the latest technology and eliminate tedious paper-based processes.

Simplify claims processing, streamline service desk workflows, and empower your field technician with advanced user experiences. A powerful warranty management system is ideal for businesses looking to exceed customer expectations and reduce the amount of time, costs, and risks. Be prepared to service your clients even during those unexpected emergency calls for your assistance.

Field services software streamlines your IT Service Management (ITSM) processes while offering insight for continual improvement of customer service (for example, reducing on and off-loading time, and managing work orders).

Give your technicians an added advantage with Acumatica

Acumatica Customer Relationship Management Suite

Need help immediately? We guarantee fast responses and service excellence for all queries.

Contact us today for a demo or site analysis and we propose the right solution for your business.


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