Track and manage every detail of your field service operations with Service Management. Share best practices, automate manual processes and track service inventory by integrating information, people, and resources.
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.
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
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.
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.
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.
Establish warranty offers for your customers, specifying which parts are under warranty so you’ll never have to charge your customer for those parts.
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.
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.
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.