Service Management
Maximize dispatching by scheduling the right people at the right time and obtain real-time data for work taking place in the field. Acumatica Service Management provides contract management, appointment schedules, and a full-featured mobile application for service-driven businesses, wholesale distributors, construction companies, and manufacturers for deliveries, installation, or remote service operations.
How Service Management can work for you
Quickly capture service needs to shorten the time between call receipt and job assignment. Track resource commitments, match tasks to the best available resources, and generate work orders. Streamline processes to reduce response times and costs, resulting in increased revenues and customer satisfaction that ultimately give you a competitive advantage. Seamless integration to inventory, purchasing, and projects provide service organizations with everything they need to grow their business.
Key benefits of Service Management for your company
Important features of Service Management
Create new appointments or assign resources to scheduled appointments. View your resource schedules by day, by week, or by month and filter calendars based on appointment requirements.
Update technician schedules from the office. Technicians can start and end appointments in the field providing instant status updates to users in the application. Manage single or multi-day appointments and pause appointments for travel or break times.
Schedule technicians based on workload, location, or by skill or certification. Ensure technicians have the right equipment and inventory to complete the job.
Generate invoices based on estimations or actuals, and group invoices by service order, time frame, or customer purchase order. Define different billing rules by the customer and by service order type.
Visualize estimated route and route statistics by the technician. View actual route history and real-time GPS location to keep track of resources.
Use WorkWave Routing Engine integration to optimize appointments to minimize driving time. The optimization considers the working schedule of your resources, as well as lunch breaks. This is an optional application.
Update appointments on the road or at customer locations using the mobile application available for Android and iOS. Access customer history, capture payments, enter expense receipts, and capture signatures directly from your mobile device.
Support multiple languages, date formats, and number formats. Define a default language by user, for the web and on the mobile app.
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 ensure billing accuracy and improve customer satisfaction.
Simplify cost tracking by linking accounts payable bills to field service appointments for holistic expense management and financial analysis by appointment.Support multiple sites and have the flexibility to have different or alternate BOM/Routing for each different site.
Convert CRM opportunities into service orders and appointments. Allocate stock items to service orders and create purchase orders from the field. Create appointments for a project and manage budgets and profitability across and project. Capture time for employee timecards used for payroll. Manage inventory with integrated purchasing, requisitions, and powerful inventory replenishment logic.