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Service Management

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.

Find out how the right field service software can help you enhance your customer service — and your profits.

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.

  • Equipment maintenance

    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.

View Data Sheet

In this 30-minute webinar, you’ll learn how to control project costs with modern tracking and dashboards, save time with advanced billing, and gain better visibility into projects to make real-time decisions.

Important features 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 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.

  • Service Contract 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.

  • Warranty Management

    Establish warranty offers for your customers, specifying which parts are under warranty so you’ll never have to charge your customer for those parts.

  • Mobile Service Management

    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.

  • Tools and Resources

    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.

  • Staff Dashboard

    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.

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