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FIELD SERVICE EDITION

Streamline dispatching, reduce response times, and minimize costs with the Acumatica’s field service management software that works with CRM, sales, inventory, purchasing, accounting, and financial reporting. With a 360-degree view of customer activities, improve the overall customer experience and elevate customer satisfaction to earn higher recurring revenues and gain a competitive advantage. All the applications are web-based and accessible from any device, anytime, anywhere, which is ideal for your field workforce. Acumatica’s unlimited user licensing and role-based security lets your entire staff and field representatives conduct day-to-day operations with full 24/7 access to the business tools and functions they need to remain productive under any conditions. Unlike other field services applications, the user interface provides a seamless transition between applications—Acumatica Field Service Management software is part of Acumatica ERP, not a bolt-on application.

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Acumatica Field Service Management Dashboard

APPLICATIONS

Service Management

Quickly capture service needs to shorten the time between call receipt and job assignment. Track resource commitments, match tasks to best available resources and generate work orders. Streamline processes using Acumatica’s field service management ERP software to reduce response times and costs, resulting in increased revenues and customer satisfaction that ultimately give you a competitive advantage.

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Equipment Management

Acumatica Equipment Management is used to optimally manage equipment maintenance at your customers’ locations. Acumatica Equipment Management is built on top of the functionality in the Service Management application that schedules, dispatches and generates service orders, tracks staff skills and invoices field service work. Acumatica Route Management is an optional component of the Acumatica Service Management Suite of products.

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Advanced Financials

Augment Acumatica’s base financials with advanced financial capabilities, including GL consolidation, sub-accounts, and automatic revenue recognition. Financial management software provides businesses with a full suite of accounting functions to track daily financial operations and generate quarterly and annual financial statements.

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BENEFITS

Scheduling, Dispatching & 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 using drag-and drop tools on the graphical dispatch board utilizing colors to identify the status of each service order.

Service Contract Management

Recurring service contracts are a significant source of revenue. Visibility on renewal dates for each contract helps preserve the revenue. Dashboards can alert the service team of expiring contracts. Your team can create and manage multiple service schedules per customer and fine-tune appointments using the Schedule Calendar Board for staff and resources.

Acumatica Field Service Management

Route Planning

Routes are plotted in Google Maps for each service person with lists of required resources (equipment or machine). Graphically displaying the routes visually informs the dispatcher of order status with different colors enabling them to rapidly respond and make route changes.

Equipment Maintenance

Records the complete history of the equipment or machine installed at each customer’s site and tracks repair parts in stock. With Acumatica’s integration of sales and service stores the equipment records through quoting, order, delivery, installation, and then service work in the field. It also includes manufacturer, model, configuration, and schedule preventive maintenance orders.

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BIZ-TECH
CUSTOM SOLUTIONS

Shopify Connector

The connector supplies all the tools a business needs to improve its order processing strategy, to simplify inventory management, pricing, payment, and streamline its logistics processes.

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Magento Connector

The integrator makes it possible to link two platforms through bidirectional data-synchronization which helps to avoid duplicate entries and eliminates errors.

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WooCommerce Connector

Using this connector allows better time management and facilitates the connection between the platforms. Above all, the connector also streamlines the process of handling the payment information.

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Kit Processing

Using the native Sales Order Preferences screen, users can control the cost calculation basis for kit items entered on a Sales Order.

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WHAT OUR
CLIENTS SAY

Great Enhancement to the Kit Functionality in Acumatica

This add-on is a perfect enhancement to the kit processing in Acumatica. This product grants the user visibility to the components within kit items directly on the sales order line. This is critical in environments where stock availability is a crucial part of the order experience, as the user can now see availability for each of the component items. This solution also handles nested kits perfectly, allowing greater flexibility with kits due to the fact that all the sub-components are visible to the user. Biz-Tech is very receptive to feedback regarding the functionality and is quick to provide updates with new Acumatica releases.

Will McComb BHE Consulting

Can't Imagine Not Having This!

Extremely user friendly and seamless integration with Acumatica. Being able to easily see and identify each component of a kit is a crucial part of having an efficient sales process that amplifies customer service. If you choose this solution you will never look back. I'd give it ten stars if I could.

Curtis Campbell High Lifter Products, Inc.

"Superior Consulting and Installation Services."

I have known Fred Alumyan of Biz-tech Services for over a decade. There isn't a more reliable or consummate professional in Southern California. Over the years Biz-Tech has provided our company with superior consulting and installation services on a wide range of software and customized accounting, finance, sales, marketing and forecasting.

Edward Rodriguez Creation Entertainment

"Knowledge and Professionalism."

Knowledge and professionalism joins at Biz-Tech. They are knowledgeable, responsive and thorough; and all this at an excellent value. They have always gone out of their way to ensure that I am completely satisfied with their work. They have outperformed every expectation we had. It is definitely one of the best company I have worked with.

Jignesh Vyas DRFresh

"Always Available and Extremely Reliable."

I have been working with Fred and his great team for years now. They are always available and extremely reliable. Gary is by far one of the best customer service representative’s I have worked with. I have worked with quite a few IT and ERP representative’s, and I have never been as satisfied as I am with Biz-Tech.

Tina Wagner Pioneer Cleaning Supplies

"Pure Joy to Work With."

Biz-Tech Services has been a pure joy to work with. Having handled many ERP conversions in my career, I can honestly say that our conversion with Quickbooks to MAS 200 was very smooth using Biz-Tech Services. Biz-Tech gets their hands dirty and works with the front line staff as if they are family.

Michael Sutton DTT

"True Business Partner."

Biz-Tech Services, Inc has been working with Kings Hawaiian for over 5 years and has been instrumental on keeping SAGE ERP updated and also with new software implementations that SAGE data. Biz-Tech Services has helped us on all SAGE modules from Finance to Warehouse, EDI, Crystal Reports, ETL for our new Data Warehouse, and BI. We like working with Biz-Tech Services Inc. as they are a true business partner that we know we can count on.

Juan Pacheco Najar King's Hawaiian

"One of the Best Decisions we have made."

I couldn't be happier with the decision I made to use Biz-Tech to upgrade our very out dated business operating system. I appreciated how patient you all were with us as we were doing our best to learn a completely new system. The continued ongoing support has been great too. As the company continues to grow you have made upgrading with the growth a breeze. Truly one of the best decisions we have made as a company was choosing Biz-Tech.

Shareen King Complete Aquatic Systems