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Equipment Management

Track your customers’ installed equipment for preventive maintenance scheduling and service order management.

Why Choose Acumatica 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.

CIOs and application leaders responsible for ERP strategy must evaluate service-centric cloud ERP solutions to determine whether providers meet their enterprise’s core business objectives.

Benefits of Equipment Management for your Business

  • Equipment maintenance inventory

    Maintain all details of equipment and products installed at your customers’ facilities by make and model.

  • Warranty tracking

    Track warranty classes by models of equipment to prevent needless customer invoicing parts and labor when the work is covered under warranty.

  • Preventive maintenance schedules

    Define schedules for preventive maintenance service orders and associate them to recurring maintenance schedules or contracts.

  • In the cloud and mobile

    Access the routes anywhere, anytime, from any device. All applications are web-based, giving users with appropriate privileges unlimited access to the system from anywhere in the world.

View Data Sheet

Equipment Management Features

  • Service Contracts

    Create and manage multiple service schedules for each customer by location.

    Master Contracts

    Combine multiple contracts by customer.

    Appointment Generator

    Generate appointments automatically for all service contracts with equipment maintenance requirements.

  • Service Template

    Create templates for a predefined set of services. For example, create a template for the cleanup and calibrate combination for HVAC equipment.

    Warranty Management

    Establish warranties specifying the specific items under warranty to avoid confusion, mischarges, and objections. Classes can be mixed on the same service order, for instance, a two-year warranty on parts and a one-year warranty on labor.

    Invoicing

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

  • Service Parts

    Provide access to service parts inventory and automated sourcing.

    Mobile Service Management

    Send updated orders and appointments to any mobile device.

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