Acumatica Cloud ERP > Field Service Management Software

Field Service Management Software

A dynamic application for dispatch and management of field services. Full integration between your in-field employees and back-office operations means more accurate data and better transparency for your leadership.

Why Choose Acumatica Field Service Management Software

Managing the moving parts of a company with in-field employees is a huge logistical challenge. How do you maintain efficiency and continuity of service from behind a computer? Acumatica’s Field Service Management software is powerful and easy to use. Streamling your dispatching, reduce response times, and save money with a tool that’s fully integrated with your CRM, sales, inventory, purchasing, accounting, and financial reporting.

With a true 360-degree view of customer activities, improve the overall customer experience and elevate customer satisfaction to earn more repeat business, rave reviews, and more opportunities for upsell.

The entire Acumatica suite is web-based, with native applications for Apple and Android, ideal for your field workforce.

Acumatica On-the-Go

Acumatica is available in-browser, accessible on any internet-enabled device. This means automatic updates, no IT maintenance budget, and easy insights no matter where you are. Easily create and send invoices, approve time sheets, and view reports, from the convenience of your mobile device.

Employees and contractors can enter time and expenses on any Apple or Android device using the Acumatica Mobile App and attach photos of receipts. Workflows route completed reports for approvals on managers’ mobile device.

Routing & Mapping

Acumatica has custom software for optimizing routes and appointments, with deep ability to filter appointments. Maps are displayed in Google Maps (fully integrates) for each field service employees with resource lists and suggested directions. Acumatica pulls real-time driving information through the Google Maps API.

Visual display of the routes visually informs the dispatcher of order status with different colors enabling them to rapidly respond and make route changes due to traffic or cancellations. 

 

 Scheduling, Dispatching and Call Center

Scheduling is an art. However, we’ve developed several proprietary tools that help you schedule smarter. Quickly capture appointment and service needs and reference the appropriate customer and equipment information. Pull product history, service agreements, and then create dynamic weekly and daily schedules that are automatically shared with your field service team. 

 

Let Acumatica Take You To The Next Level

At Fourlane, we have more than a decade of experience helping small and mid-size businesses upgrade their financial and business management solutions. We have seen first hand what a properly implemented tool like Acumatica can do for a business, and we specialize in helping businesses transition from one software to another.

  • QuickBooks to Acumatica
  • NetSuite to Acumatica
  • Intact to Acumatica
  • GreatPlains to Acumatica

Let our team of experts help you implement Acumatica and take your business to the next level. Call (800) 931-2120 for a free demo of Acumatica Financial Management.

Features of Acumatica Field Service Management Software

 Scheduling, Dispatching and Call Center

Quickly record service needs and access customer, information, product history and resources so you can assign jobs in minutes. Drag-and-drop to create daily and weekly schedules with multiple team members.

 Service Contract Management

Manage your service contracts on a customer level, then use them to plan your appointments and sales follow ups. Resource Mode is a handy tool to help polish your calendar with exact hours and days.

 Equipment Maintenance

Your customers will feel confident knowing you have the full details about their equipment, and instant knowledge if the needed parts are in stock. Track manufacturer, models, and schedule preventive maintenance service orders. 

  Invoicing

Capture and invoice for all parts and labor related to the services performed.

 Warranty Management

Create warranties down to the sub-item level and store them in your customers’ files.

 Tools and Resources

Know when tools are equipment are available so you can schedule jobs requiring them together. Acumatica tracks quantities and will alert you if availability changes.

 Staff Dashboard

Keep in touch with your mobile staff with a real-time calendar and the option to send text or email messages from your back office.

 Service Template

Build templates for predefined services. For example, create a template for cleaning and snaking a drain.

 Appointment Generator

Auto-generate appointments for service contracts with specific equipment requirements. Easily view the last dates of service for individual components of a larger system.

Ready to get started?

Fourlane is a certified Acumatica partner and reseller. Our product experts and consultants can help guide you through the evaluation process and recommend the right solution for your unique business.