Product

Service Management

Maximize dispatching and boost revenue by scheduling the right people at the right time, and see real-time data for work taking place in the field.
  • Single version of the truth
  • Multi-dimensional reporting
  • Security by role
  • Custom reports and personalized dashboards
  • Multiple display options

Streamline your dispatch system

Acumatica Service Management enables you to quickly capture service needs, get them assigned faster, and track progress in real-time. Efficient scheduling drives increased revenue and improves customer satisfaction. Acumatica Service Management software is fully integrated with your ERP, providing seamless integration with inventory, purchasing, and projects. Features include contract management, appointment schedules, and a full-featured mobile application for service-driven businesses, wholesale distributors, construction companies, and manufacturers for deliveries, installation, or remote service operations.

Streamline Scheduling & Dispatch
Improve Communication
Accelerate Decision-Making
Streamline Scheduling & Dispatch

Scheduling, dispatching and call center

Fully connect your scheduling, dispatching and call center. The visual Dispatch Calendar Board gets the right people to the right service or job every time.

How much could you save with Acumatica?
Calculate your ROI
Streamline Scheduling & Dispatch
Improve Communication

Flexible, automated notifications

Using emails, SMS, or push notifications to alert resources and customers of appointment assignments or modifications, and receive confirmations in real-time.

Gain Control of Field Service Technicians

Track resource commitments and real-time GPS location. Obtain real-time access to the progress of the appointment with status updates, the material used, and detailed notes and pictures.

Better Service Management ERP Software
Access the Handbook
Improve Communication
Accelerate Decision-Making

Intuitive dashboards and powerful analytics

Improve decisions by using drill-down reports and dashboards to access past information and gain insights into future needs. Define metrics for technician utilization and service performance.

Top 7 Things to Look For in a Field Service Management System
Download the Checklist
Accelerate Decision-Making

Acumatica Service Management – Key Features

Calendar Boards

Create new appointments or assign resources to scheduled appointments. View your resource schedules by day, by week, or by month, and filter calendars based on appointment requirements.

Appointments

Update technician schedules from the office. Technicians can start and end appointments in the field providing instant status updates to users in the application. Manage single or multi-day appointments and pause appointments for travel or break times.

Resource Scheduling

Schedule technicians based on workload, location, or by skill or certification. Ensure technicians have the right equipment and inventory to complete the job.

Flexible Billing

Generate invoices based on estimations or actuals, and group invoices by service order, time frame, or customer purchase order. Define different billing rules by the customer and by service order type.

Route and Resource Tracking on Maps

Visualize estimated route and route statistics for each technician. View actual route history and real-time GPS location to keep track of resources.

Mobile App

Update appointments on the road or at customer locations using the mobile application available for Android and iOS. Access customer history, take payments, enter expense receipts, and capture signatures directly from your mobile device.

Multi-Language and Localization

Support multiple languages, date formats, and number formats. Define a default language by user, for the web, and on the mobile app.

Warranty Management

Establish warranty offers for your customers, specifying which parts are under warranty to avoid confusion, mischarges, and objections. Multidimensional contracts (different warranty periods for different components of the system) help to track warranties from sales to repair in the field, specifying what is covered and what is not. This helps ensure billing accuracy and improve customer satisfaction.

Link AP Bills

Simplify cost tracking by linking accounts payable bills to field service appointments for holistic expense management and financial analysis by appointment.

Contracts and Renewals

Manage contracts for sale and service, maintenance repair, and recurring maintenance scenarios. Define billing procedures and
generate service orders with flexible frequencies. Simplified service contract renewals optimize and streamline business workflows.

Enterprise-Wide Integration

Convert CRM opportunities into service orders and appointments. Allocate stock items to service orders and create purchase orders from the field. Create appointments for a project and manage budgets and profitability across and project. Capture time for employee timecards used for payroll. Manage inventory with integrated purchasing, requisitions, and powerful inventory replenishment logic.

Cloud solutions built to industry specifications

See how Acumatica Industry Editions address the unique needs and processes of rapid-growth sectors:
Construction
Construction
Successful residential and commercial contractors face a variety of industry and competitive challenges. The combination of project control and construction…
Distribution
Distribution
Distributors of any size face many of the same global challenges, but also have unique needs for their individual markets.…
Manufacturing
Manufacturing
ERP and CRM working together to support all major business areas in most manufacturing modes. Flexible manufacturing planning and shop…
Service Industries
Service Industries
Whether you specialize in long-term, complex projects or short turnaround jobs, you succeed by acquiring and maintaining clients while ensuring…

From Our Customers

"We have a workforce hungry for KPIs and metrics and Acumatica provides our employees and upper management with actionable data at their fingertips."
Rebecca Ogle, CFO
Safety Management Group
"By using Case Management with Acumatica, the entire department can see the support ticket, all technicians and support agents have the visibility needed to make sure customer issues aren’t getting lost. Our team is much more efficient."
Jamie Vos, Owner
Security Solutions

Ready to see it in action?

Get a free consultation with a Service Management specialist, and see how you can streamline your dispatch operation, increase revenue, and boost customer satisfaction.