Acumatica Cloud ERP for Field Service

For field service businesses, the ability to serve customers on location is your strength. To do this, especially in an environment in which customers have higher expectations, you need to have a clear picture of what, where, when, and how much. Businesses need real-time understanding of all activities, and the right field service management solution delivers.

Integrated with the rest of the Acumatica solution and beyond, Acumatica Field Service Management delivers a flexible, powerful, and born in the cloud solution for today’s field service business. As a leading provider of this solution, The Donas Group has the skills to customize, integrate, and deliver this solution for companies like you.

What Makes Acumatica Field Service Management Better?

Whether moving away from paper and spreadsheet scheduling and call tracking, or looking to improve your operations as part of a larger ERP project, Acumatica offers a real-time view of your customer’s activities across all your operations by integrating field service operations with the back office.

Acumatica Field Service Management provides advanced functionality for companies like yours, helping your people to do more, work faster, and gain the visibility you need. Why choose Acumatica?

  • The Right People at the Right Time: Scheduling the right people at the right time with the right skills to perform work efficiently is handled quickly with Acumatica Field Service Management. Easily get from customer request to dispatch, gaining visibility into customer information, product history, and resources required to shorten time between call receipt and job assignment.
  • Minimize Time Between Calls: Don’t send your technicians on a wild goose chase. Route Planning software in Acumatica powerful tool for optimizing routes for appointments with ability to filter appointments by several different criteria. Integrated with Google Maps, you can plan and plot routes to help people do more in less time.
  • Keep Everyone on Board: Keep your staff members connected through any device with a browser or with the native mobile Android and Apple iOS (iPad) app. They will be able to access service information and customer data from anywhere at any time. Being a full web ERP, Acumatica can run on the entire spectrum of mobile devices.
  • Respond to Emergencies with Ease: Unplanned calls happen. Adapting quickly can improve customer satisfaction and drive revenue. With Acumatica Field Service, you can easily add unplanned service calls, sending the new route to the person least likely to be negatively affected.

Features of Acumatica Field Service Management

As one of the most flexible ERP platforms on the market, Field Service in Acumatica is included into the entire suite with ease, customized to the needs of your company’s processes. Combine dispatching in field service with inventory management, recurring revenue management, customer management, and more to get an entire solution. Among the key features in Acumatica Field Service Management:

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Advanced Financials

Built to integrate and provide reporting, tracking, billing, and more, Advanced Financial Management in Acumatica is easily customized for the unique needs of the field service business.

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Equipment Management

Track your customers’ installed equipment for preventive maintenance scheduling and service order management. Equipment Management helps you proactively service customers to reduce unplanned.

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Service Management

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

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Now we have 25 Field Services Reps, five operating as full-time on-site support technicians at universities and corporate campuses. In 2017 we logged nearly 1,300 service tickets, 2018 was double that at least. We use Acumatica’s case system and Field Services to track tickets.

– Kelly Burns, ERP Developer & former Chief Operating Officer (M3 Technology Group)

Get to Know Acumatica Field Service Management

Built to integrate with a variety of applications—whether they are made by Acumatica or a third-party vendor—Acumatica’s field service management functionality delivers a strong backbone for your business. As a leading provider of this usable and functional application, The Donas Group can help you make the most of your journey to the cloud. Get to know more about our work and contact us for a free consultation.