Acumatica 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.
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.
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.
Track warranty classes by models of equipment to prevent needless customer invoicing parts and labor when the work is covered under warranty.
Equipment Management Features
Create and manage multiple service schedules for each customer by location.
Combine multiple contracts by customer.
Generate appointments automatically for all service contracts with equipment maintenance requirements.
Create templates for a predefined set of services. For example, create a template for the cleanup and calibrate combination for HVAC equipment.
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.
Capture and invoice for all parts and labor related to the services rendered.
Provide access to service parts inventory and automated sourcing.
Send updated orders and appointments to any mobile device.