Acumatica Service Module

11 Jul

Acumatica Service Module

Key Features:


Scheduling, Dispatching, and Call Center 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 by using drag-and drop tools on the visual calendar board.
Route Management Optimize routes for appointments with this powerful tool. Filter appointments in many different ways. Plot the route in Google Maps for each specific response person along with listing required resources (equipment or machine). Sold as a separate application.
Equipment Maintenance Record The details of equipment and products installed at each customer’s site and track repair parts in stock. Track equipment by manufacturer, model, configuration, and schedule preventive maintenance service orders. Customer equipment can be associated to recurring schedules and contracts in Acumatica Customer Management. Sold as a separate application.
Service Contract Management Create and manage multiple service schedules per customer, then generate, project, plan, and fine-tune all the appointments using the Schedule Calendar Board for staff and resources. The resource mode is used to polish details about exact hours and days.
Warranty Management Track Customer and/or Vendor parts that may need warranty with Acumatica’s added Inventory functionality. Establish warranty offers for your customers, specifying which parts are under warranty to avoid confusion, mischarges, and Objections.
Mobile Service Management Keep your staff members connected through any device with a browser or with the native mobile Android and Apple iOS (iPad) app so they’ll be able to access service information and customer data from anywhere, at any time.
Staff Dashboard Update your mobile staff schedules on their devices by sending SMS/email to your staff on selected configurable events like bookings, confirmation of appointments, etc.  
Tools and Resources Schedule services requiring special tools or resources that might have limited availability. The system will track the quantities and alert you if any tool or resource becomes unavailable.


Key Benefits:

    • 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.
    • 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.