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Integrate your back office and  operations into one complete solution with Acumatica software for Field Service Management. Experience the ability to seamlessly manage scheduling and dispatching in a centralized environment directly linked with CRM, sales, inventory, purchasing, accounting and financial reporting. With a complete view of customer activities and automated field services operations, benefit from faster response times and lower costs.

Watch Now: Acumatica Field Services Customer Success Story M3 Technology Group

A Success story of Acumatica software for Field Services Management Implementation

  • Seamless Scheduling

    Service requests require varying levels of skills, expertise and qualifications which make scheduling and time management challenges. Acumatica software for field service management simplifies scheduling by capturing service needs, customer information, product history and resources required for each call, and cross-referencing that with your technicians and availability. Create schedules automatically to save time or manually, using drag-and-drop tools.

  • Route Planning with Google Maps Integration

    It's important that your technicians aren't sent on a wild goose chase making calls all across town. Acumatica makes it easy to schedule service employees in similar areas to minimize commute time and maximize resources. Acumatica is integrated with Google Maps, so dispatchers have access to a map view of service calls planned for each technician, including a list the materials they may require, such as equipment or machines.

  • Track Equipment Maintenance

    A technician is only as good as the information they have. Without an adequate history of service and equipment or machines installed, it makes it incredibly difficult for technicians to do their job. In Acumatica you can keep a detailed history of service calls and the equipment & machines installed at customer sites, including details such as manufacturer, model and configuration. You also have the ability to schedule preventative maintenance orders to minimize emergency calls and keep customers happy.

  • Inventory Management

    Many Field Services companies struggle to keep track of inventory because tools and parts are always spread across multiple vehicles and warehouses, which can also leave technicians without the parts they need for services. Acumatica's robust inventory features make it easy to keep track of inventory and trigger when stock needs to be replenished. When specific materials are required for a call, utilize alert features that will notify dispatchers when materials have arrived at the desired location so service appointments can be scheduled accordingly.

  • Mobile Accessibility

    Field Service Technicians can experience any number of last minute changes on the day, such as cancellations, emergency service calls, or unforeseen traffic. Acumatica software for field service management is accessible through mobile devices, which gives technicians access to the information they need no matter where they are. Technicians benefit from real-time access to planned routes, as well as service information and customer data. This makes it easy to add relevant information into the system while they are on-site, and gives dispatchers a simple and direct way to push information to technicians.

  • Emergency Service Calls

    Days often don't go as planned, and when emergency service calls come in it is essential that resources can be redirected as quickly as possible with Acumatica field services. Integration with Google Maps shows dispatchers the service calls that have already been planned on a map view which is color-coordinated based on order status. Using this information, dispatchers can reassign technicians quickly to minimizes driving time and impact on planned routes. As soon as the change has been made, technicians are notified on their mobiles through Acumatica, so that emergencies are handled quickly & seamlessly.

7 Things to Look for in a Field Service Management System 

Discover what qualities a modern ERP has for your business to thrive.

Watch the Demo for Field Service Management