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Acumatica Case Studies and existing customer success stories

A Cloud Equipment Management System

Choose a cloud equipment management system (EMS) and maintain complete visibility of your customer’s equipment under warranty as well as equipment history. If you manage maintenance contracts for customer-owned equipment, it is key to effortlessly manage services relating to the equipment or labor warranties.

Acumatica offers equipment management software that extends Service Management capabilities to record the history of customer-owned or company-owned equipment. Say goodbye to objections or mischarges, and offer your customers warranties for equipment or components.

Keep track of serial numbers, define default vendors, and track sale and installation dates for each component. Create field service contracts to associate equipment for preventive maintenance or create schedule rules for recurring service visits to your customers.

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equipment management software
What Can the Equipment Management Application Do For You?
  • Schedule and maintain a history of appointments for services performed on equipment items installed at customer facilities.
  • Define components of equipment items and schedule appointments for regularly scheduled replacements.
  • Define warranties by equipment and by component. The system will notify the employee and manager as appointments are manually or automatically scheduled.
  • Create recurring schedules for preventive maintenance and fine-tune appointment assignment using calendar boards.
  • Convert CRM opportunities into service orders and appointments for equipment repair. Stock equipment and component items sold through the sales order application can be maintained for on-going equipment management and maintenance. Create recurring service schedules for a project and manage budgets and profitability across and project. Capture time for employee timecards used for payroll. Manage equipment and replacement part inventory with integrated purchasing, requisitions, and powerful inventory replenishment logic.
  • Define a billing period and the allotted amount of service hours or visits permitted in the period. Apply overage charges when allotted services exceed maximum visits or hours for the period.
  • Update appointments and equipment items on the road or in the field at customer sites using the mobile application designed for Android and iOS devices. Select the equipment to repair and service, take pictures, access equipment history, review warranty information, use your phone for note dictation, and update the order status directly from your mobile device.
  • Support multiple languages, date formats, and number formats. Define a default language by user for the web and on the mobile app.

The Benefits of using the Acumatica Cloud Equipment Management Application

Equipment Maintenance Inventory

Maintain all details of equipment and products installed at your customers’ facilities by make and model. Keep track of warranties, serial numbers, default vendors, sale date, and installation date for each component.

Warranty Tracking

Track warranty classes by models of equipment to prevent needless customer invoicing of parts and labor when the work is covered under warranty.

Preventive Maintenance Schedules

Define schedules for preventive maintenance service orders and associate them to recurring maintenance schedules or contracts.

In the Cloud & Mobile

Access the routes anywhere, anytime, from any device. All applications are web-based, giving users with appropriate privileges unlimited access to the system from anywhere in the world.

Manage your work orders, automate repetitive & time-consuming processes with best-in-class equipment maintenance software. Empower your maintenance team with integrated cloud-based inventory management software. Track activities step-by-step and enhance customer satisfaction. Easily manage fixed preventative maintenance (PM) scheduling, and gain insight on how you can improve your PM program and preventative maintenance plan.

Maintain complete visibility of your customer’s equipment under warranty as well as equipment history with Cloud EMS

Acumatica Cloud ERP EMS

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