Provide Great Customer Service

The goal in customer service is simply to deliver the service on-time and on-budget while avoiding surprises like unexpected additional charges. Equip your team with the best tools available – comprehensive and integrated management applications, with workflow, document management, mobile access, and role-specific dashboards. You’ll find those tools and more in the Acumatica solution for the services industry. Project delivery and accounting functionality for the services delivers automated and flexible support for business processes that help make each member of the service team more productive.

Because Acumatica is comprehensive and completely integrated, accurate history and costs for past and current projects is available for quality control and more intelligent bidding, resulting in more projects (or jobs) and solid profits.

Business services company saves approx. 80% of projected deployment costs with Acumatica

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Key Features

  • Contract Management
  • Budgeting
  • Project actuals to budget
  • Timesheets linked to specific projects and budgets
  • Remote time and expense
  • Work in process (WIP) support
  • Flexible billing
  • Revenue recognition for deferred revenue
  • Resource management
  • Task definition
  • Case Management
  • Scalable - multiple projects
Scheduling and Dispatching, Route Management

The Dispatch Calendar Boards help you get the right people to the right service or job every time. Respond quickly to an inbound request by accessing customer and site history, and resource information to shorten the time between call receipt and job assignment.

Acumatica Service Management provides powerful tools for optimizing routes to minimize travel using Google Maps travel times. The dispatcher can select optimal routes, re-arrange the order of the appointments, and Google Maps will re-plot and re-calculate time and mileage. The route display is available on a mobile device.

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Time & Expense Management

Convenient entry options are the key to time and expense management success. Employees, partners, and contractors can enter timesheets and expense reports from anywhere, anytime using any device with a browser. Reported expenses including materials, labor, services, and inventory are consolidated into a complete view of project-related costs. Shared costs and overhead expenses can be allocated to projects based on formulas that you establish.

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Project Accounting, Project Templates

Project Accounting manages budgeting, billing, and profitability for projects involving multiple employees, resources, tasks, and materials. It is integrated with the general ledger, accounts payable, accounts receivable, sales orders, purchase orders, inventory management, and the employee portal. Project managers, employees, machines, and other resources can be assigned to projects and tasks. Billing rules and options can also be assigned for each task. Real-time reports compare actual costs with original and revised budgets.

Create projects from master templates to create new projects with pre-set configurations. Specify employees or equipment, budgets and project billing.

Project Accounting features manage all billing scenarios including cost plus, fixed price, time and materials, milestone billing, and contract-specific pricing. Modify billing rates by project, project tasks, inventory item, employee, or account group. Configure multiple, distinct rate tables for specific projects or project tasks for additional billing flexibility.

Billing also links to customer contracts through Service and Support Automation, so service agents can quickly determine the level of service to provide. Service plans are linked to support cases to ensure that paid support is properly billed. Service rates can be contracted per incident, per hour, or be prepaid.

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Support Automation

The case management features in Acumatica speed the time to resolution, improve the accuracy of the invoicing, reduce internal cost and confusion, and positively impact customer satisfaction. Establish case severities, escalation paths and priorities to define the workflow and alert the responsible parties. Support cases can be entered directly or by the customer through the online portal.

Learn more about the major initiatives to improve a service company’s operations:

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