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FIELD SERVICE MANAGEMENT MODULE

Why Choose Acumatica for Field Service Management?


Customer satisfaction is elevated with positive customer experience due to reduction in response times, minimized costs and streamlined business processes. Acumatica field services seamlessly integrates with CRM, sales, inventory, purchasing, accounting and financial reporting. Field managers have 360-degree view of customer detailing all activities and transactions in one single area.

Acumatica mobile is not like typical competitors being a bolt on application but rather a seamless user interface directly transitions between the applications because all the applications are web-based.

Benefits

Scheduling, Dispatching and Call Centre
Acumatica field service streamline the scheduling process ensuring that the right people with the right skills is selected to perform the work required efficiently. Access to all customer information is available in central place to provide quick response to customer requests and shorten the time creating a job and assigning resources.

Maps Integration
Real-time graphical information about the technician’s location facilitate instant changes to routes and is available on the technicians mobile.

Mobile Service Management
Staff members are connected with any device like Android or Apple iOS and any browser for laptops or tablets to gain access to service and customer data from anywhere and anytime.

Equipment Maintenance
Equipment history is kept from machine installation to repairs and parts including warranty replacements. Scheduled preventative maintenance is configured based on manufacturers make and model information. Associated recurring schedules and contracts is available for customer equipment maintenance requirements.

Warranty Management
Tracking of repairs during the replacement of parts in the field is managed in Acumatica Equipment management as integrated task ensuring and streamlining the warranty process to avoid confusion, mischarges and objections.

Track Project Costs
Larger projects call for accurate tracking of time materials and expenses to each phase of the project compared to budgets all in real-time.

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Field Service Applications include:

Scheduling the right people with the right skills to perform the necessary inspections ensuring the that plant and equipment is serviceable. Resources required to perform the activities are scheduled together with the people. Schedules are created for daily, weekly, bi-weekly, monthly, quarterly annual or when required.

The most popular maps providers interface with Acumatica mobile app in real time guiding the technician to the site. Redirection can quickly be managed as the current location of the technical resources are displayed on the map.

The complete history of the equipment or machine installed at each customer’s site is tracked relating to all repairs and parts used. The equipment records the quote, order, delivery, installation, service work performed in the field. The equipment record includes the manufacturer, model, configuration and scheduled preventative maintenance orders.

Multiple service contract schedules can be created per customer. The dashboard displays visually contracts with recent renewal dates and alert service team about expiring contracts.

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Optimisation of job execution can be achieved using google maps and graphically display the routes service person takes perform their allocated activities. The technician’s diary is updated accordingly and available on the mobile device to guide him the shortest route to the customer.

People are connected though any device using Android or Apple iOS applications. They will have access to service, customer, inventory and job card information. Service requests are executed and updated using the mobile device.

The Costs and management of fields service tools and repair parts, which are usually spread across multiple vehicles warehouse locations, are controlled and tracked using Acumatica Inventory management module.

Parts with warranty replacements are clearly identified linked to the warranty period to avoid confusion, mischarges and objections. Different warranty periods for different components is managed with multidimensional contracts to assist in tracking the warranty periods during sales and repairs in the field. This helps with billing accuracy which improves customer satisfaction.

Acumatica Modules / Applications

Financial
Management

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Customer
Management

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Project
Accounting

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Distribution
Management

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Manufacturing
Management

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Field Service
Management

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Commerce
Management

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Construction
Accounting Software

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Reporting, Analytics
& Dashboards

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