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.

Acumatica Usability

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. Keep track of warranties, serial numbers, default vendors, sale date, and installation date for each component.

  • Warranty tracking

    Track warranty classes by models of equipment to prevent needless customer invoicing of 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.

Equipment Management Features

  • Service Contracts
  • Master Contracts
  • Appointment Generator
  • Service Template
  • Warranty Management
  • Invoicing
  • Service Parts
  • Mobile Service Management

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. Easily determine if a service was provided for a particular component of a piece of target equipment, including warranty items.

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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