Service Management


The Service Management Suite for Acumatica allows Acumatica to provide the best integral and versatile solution for Service companies or companies that requires Scheduling or Field Services.

With Acumatica Service Management we can help you to streamline, reduce response times and costs, resulting in increased revenues and customer satisfaction that ultimately give you a competitive advantage. Track and manage every detail of your service organization with Services Management for Acumatica. Share best practices, automate manual processes and track service inventory by integrating information people, and resources. Quickly capture service needs, access customer site, and equipment information to shorten the time between call receipt and job assignment. Track resource commitments, match tasks to the best available resources, and generate work orders.

Scheduling, Dispatching and Call Center
The Dispatch Calendar Boards are beautifully and cleverly crafted. Get the right people to the right service or job every time. Once you get an inbound call from a customer, quickly capture service needs and access customer, site, history, and resources information to shorten the time between call receipt and job assignment.

Route Management
Acumatica Service Management provides powerful tools for optimizing routes for your appointments. It filters your appointments on numerous ways, and plot in Google Maps the route for a particular Staff Member or Resource (Equipment or Machine).

Equipment Maintenance
Acumatica Service Management tracks all details of equipment and products installed at your company and your customers. It allows to track Manufacturer, Models, and to schedules preventive maintenance service orders.

Customer equipment can be associated to Recurring Schedules, or Contracts.

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 in Staff or Equipment and resource mode 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. Set up and detail your specific warranty offers for your customers. Service Management will allow you to specify which parts are under warranty so you’ll never have to charge your customer for those parts.

Mobile Service Management
Keep your staff members connected with the Native mobile Android and Apple iOS (iPad) App so they’ll be able to access service information and customer data with their fingertips, no matter where or when, in order to serve customers fast.

Staff Dashboard
Keep your staff connected through schedules via Internet Browser or Android App. Service Management will send SMS/Email to your staff on selected configurable events like bookings, confirmation of appointments, amonst others.

Tools and Resources
Service Management Module will allow you to schedule services that require special tools or resources that you might have in limited quantities. The system will track the quantities and will alert you if any tool or resources become unavailable.

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