Acumatica Cloud ERP
Webinar
Field Service Management
Agenda: Acumatica Cloud ERP Field Service Management Optimization
- Benefits of the Mobile App
- Appointment status and details synced with Acumatica in real time
- Recording inventory item usage
- Take customer payment
- Compatibility with phone
- GPS/Mapping for directions
- Microphone/Dictation for messages/comments
- Calendar Board Scheduling
- Real time sync of appointment information from the Mobile App
- Schedule workers based worker skills and service area of a worker.
- Cloning appointments that take multiple days
- Emailing Customer and Worker regarding scheduled appointment
- Equipment Tracking
- Tracking of company equipment for billing and usage on appointments
- Tracking of customer equipment to help facilitate conversations regarding repairs and/or replacements.
- Service Contracts
- Dispatch appointments for recurring contracts
- Templates to copy standard contracts to new customers
Why Acumatica?
- One complete ERP solution
- Fully managed ERP (cloud/SaaS edition)
- Cloud or on-premise
- VERY user friendly
- Unlimited users – no per user license cost
- Connect anywhere on any Internet device
- Eliminate spreadsheets and multiple applications – save money and time!
- Reduce IT headaches and costs
- Leader in ease of use since 2016 – 4 years!
- Stop running out of user licenses
- Provide your staff with a modern ERP solution that they can use anywhere with an Internet connection
