Acumatica Cloud ERP

Webinar

Field Service Management

Agenda:  Acumatica Cloud ERP Field Service Management Optimization

  1. 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
      1. GPS/Mapping for directions
      2. Microphone/Dictation for messages/comments
  2. 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
  3. 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.
  4. 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