Acumatica Service Management

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 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.

Key benefits of Service Management for your company

Scheduling, dispatching and call center

The visual Dispatch Calendar Board gets the right people to the right service or job every time.

Equipment maintenance

Tracks all products related to your customer and schedules preventative maintenance.

In the cloud

All applications are web-based, which means that users with appropriate privileges can access the system anywhere, anytime.

Important features of Service Management

Scheduling, Dispatching and 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 visual calendar board.

Equipment Maintenance

Record the details of equipment and products installed at your customer’s site plus repair parts in stock. Track manufacturer, models, and schedule preventive maintenance service orders. Customer equipment can be associated to recurring schedules and contracts in Acumatica Customer Management.

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 for staff and resources. The resource mode is used to polish details about exact hours and days.

Warranty Management

Establish warranty offers for your customers, specifying 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 no matter where or when.

Tools and Resources

Schedule services requiring special tools or resources you might have in limited quantities. The system will track the quantities and alert you if any tool or resources become unavailable.

Staff Dashboard

Keep your mobile staff connected through schedules on their devices by sending SMS/email to your staff on selected configurable events like bookings, confirmation of appointments, etc.

Multi-Currency Support

Organizations that provide services for companies in different countries can create service orders, appointments, and service contracts using various currencies.

Standardized Contracts

Set up a standardized billing service contract so that a user can define the services that will be covered in the billing period, the number of appointments or hours, the fee to pay in the billing period, and the overage price if the specified number of appointments or hours within the period is exceeded.

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