Service Management

Maintain a real-time view of your customer’s activities across all your operations when field service management is fully integrated with CRM, sales, inventory, purchasing, accounting, and financial reporting.

Why Choose Acumatica for Service Management

Streamline dispatching, reduce response times and minimize costs with the Acumatica service management suite. Improve the overall customer experience and elevate customer satisfaction to earn higher recurring revenues and gain a competitive advantage.

Benefits 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 each customer’s site and track repair parts in stock. Track equipment by manufacturer, model, configuration and schedule preventive maintenance service orders. Customer equipment can be associated to recurring schedules and contracts in Acumatica Customer Management. Sold as a separate application.

  • Service Contract Management

    Create and manage multiple service schedules per customer. Generate, project, plan and fine-tune appointments using the Schedule Calendar Board for staff and resources. The resource mode is used to fine tune the details on which hours on specific days.

  • Warranty Management

    Establish warranty offers for your customers, specifying which parts are under warranty to avoid confusion, mischarges and objections.

  • Mobile Service Management

    Keep your staff members connected through any device with a browser or with the native mobile Android and Apple iOS (iPad) app so they’ll be able to access service information and customer data from anywhere, at any time.

Service Management Applications

  • Service Management

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

    Learn more View Data Sheet
  • Equipment Management

    Tracks all products related to your customer and schedules preventative maintenance. Sold as a separate application.

    Learn more View Data Sheet