Field Service Management with Acumatica Cloud ERP
Maintain a real-time view of your customer’s activities across your complete business when field service operations are fully integrated with the back office.
OPUS can help you gain the insight you need to grow your business
Streamline dispatching, reduce response times, and minimize costs with the Acumatica Field Service Edition that works with CRM, sales, inventory, purchasing, accounting, manufacturing, project accounting, and financial reporting.
With a 360-degree view of customer activities, improve the overall customer experience, and elevate customer satisfaction to earn higher recurring revenues and gain a competitive advantage.
All the applications are web-based and accessible from any device, anytime, anywhere, which is ideal for your field workforce. Acumatica’s unlimited user licensing and role-based security lets your entire staff and field representatives conduct day-to-day operations with full 24/7 access to the business tools and functions they need to remain productive under any conditions.
Unlike other field services applications, the user interface provides a seamless transition between applications — Acumatica Field Services Management is part of Acumatica ERP, not a bolt-on application.
Scheduling, Dispatching, and Call Center Efficiently
Scheduling the right people at the right time with the right skills to perform work efficiently is handled quickly with Acumatica Field Service Management. Quickly capture service needs and access customer information, product history, and resources required to shorten time between call receipt and job assignment. Create daily or weekly schedules automatically or using drag-and drop tools on the graphical dispatch board utilizing colors to identify the status of each service order.
Service Contract Management
Recurring service contracts are a significant source of revenue. Visibility on renewal dates for each contract helps preserve the revenue. Dashboards can alert the service team of expiring contracts. Your team can create and manage multiple service schedules per customer and fine-tune appointments using the Schedule Calendar Board for staff and resources.
Equipment Management
Records the complete history of the equipment or machine installed at each customer’s site and tracks repair parts in stock. With Acumatica’s integration of sales and service stores the equipment records through quoting, order, delivery, installation, and then service work in the field. It also includes manufacturer, model, configuration, and schedule preventive maintenance orders. Customer equipment can be associated to recurring schedules and contracts in Acumatica Customer Management (sold as an optional application).
Warranty Management
Normally, Warranty Management is a time consuming, but required, activity. With Acumatica, this task is integrated with the other applications. Establish warranty offers for your customers, specifying which parts are under warranty to avoid confusion, mischarges, and objections. Multidimensional contracts (different warranty periods for different components of the system) help to track warranties from sales to repair in the field, specifying what is covered and what is not. This helps to ensure billing accuracy, improving customer satisfaction.
Learn more about Acumatica Distribution Edition
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