Service Management

Quickly capture service needs to shorten the time between call receipt and job assignment. Track resource commitments, match tasks to best available resources, and generate work orders. Streamline processes to reduce response times and costs, resulting in increased revenues and customer satisfaction that ultimately give you a competitive advantage. Utilize the easy to learn and use field services calendar scheduling board. Create daily or weekly schedules automatically or by using drag-and-drop tools.

KEY BENEFITS

BETTER INFORMATON Track and manage every detail of your service organization with Acumatica Service Management. Share best practices, automate manual processes, and track service inventory by integrating information, people, and resources.

A SINGLE, REAL-TIME VERSION OF THE TRUTH Service Management is your connection between field service operations, projects, CRM, order management, and inventory management, providing all the required information to generate service appointments from Sales Orders or CRM Cases. Better business insights and decisions result from the combination of automated processes, accurate data collection, financial analyses, and forecasting capabilities.

  • EQUIPMENT MAINTENANCE MODULE

Track all details of equipment and products installed at your customers’ facilities by make and model. Define schedules for preventive maintenance service orders and associate them to recurring maintenance schedules or contracts. Acumatica Equipment Management is an optional component of the Acumatica Service Management Suite of products.

EQUIPMENT MAINTENANCE MODULE BENEFITS

Equipment maintenance inventory – Maintain all details of equipment and products installed at your customers’ facilities by make and model.

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

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

In the cloud and mobile – Access the system 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.