How to Use Acumatica Field Service Dashboards to Manage Operations in Real Time
Stay Connected to Your Business — Anywhere, Anytime
For service-based organizations, visibility is everything. Whether you’re managing technicians in the field, approving work orders, or tracking daily appointments, quick access to accurate information can make the difference between an efficient operation and a reactive one.
A unified view for field service leaders
The Field Service Manager dashboard is your command center. From one screen, you can monitor key performance indicators, view open service orders, track appointments, and manage approvals. Every metric is updated in real time and fully drillable, giving you instant access to the underlying data when you need to investigate further.
If a KPI shows a spike in unassigned appointments or overdue tickets, for example, a simple tap opens the source record so you can take immediate action. This helps you move from reactive problem-solving to proactive management.
Role-based dashboards for every team member
Acumatica’s dashboards are permission-based, meaning each user sees information relevant to their role.
Technicians can view their daily appointments, upcoming jobs, and essential customer details right from the mobile app, without needing to call the office for updates. Managers, on the other hand, can see aggregated performance data to help balance workloads and monitor service delivery.
This flexibility ensures everyone has the insights they need to do their jobs efficiently, while maintaining data security and role-based control.
On-the-go decision-making
Acumatica’s native mobile app brings the full power of the dashboard to your fingertips. From approving requests to reviewing KPIs, field managers can oversee operations from anywhere, whether they’re in the office, at a client site, or on the road.
Hovering over charts and graphs reveals detailed figures, making it easy to interpret performance trends without returning to your desktop. With real-time updates, you can trust that every decision is backed by accurate, current data.
