Service Industry Software


Service Industry Software

Maximize dispatching by scheduling the right people at the right time and obtain real-time data for work taking place in the field. Acumatica Service Management provides 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. Professional service organizations use the Project Accounting application to manage their consulting and business services.

Single version of the truth


Multi-dimensional reporting


Security by role


Multiple display options


Options Custom reports and personalized dashboards

Establish a future-proof cloud platform to empower remote workers with GPS navigation, voice dictation for field notes, and image capture via mobile devices. Start service orders, capture expense receipts, and complete orders from any device. Drive growth across your organization with a comprehensive service management ERP application with connected service appointments, dispatch scheduling, equipment management, financials, and inventory applications. Consumption based licensing empowers service organizations to extend the application to remote technicians, external service providers, warranty providers, vendors, and customers without additional user fees.

Benefits to your Business

Expedite Assignments

  • Quickly capture service needs and access customer information, product history, and resources.
  • Use templates to default service and materials during appointments creation.
  • Shorten the time between call receipt and appointment assignment.

Gain Control of Remote Field Service Activities

  • 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.

Improve Communications

  • Using emails, SMS or push notification, notify resources and customers of appointment assignments or modifications.

Accelerate Decision-Making

  • 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.

Service Management Features and Capabilities

  • 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, period, or customer purchase order. Define different billing rules by the customer and by service order type. Start contract billing at the start of the period with fixed-rate or time and material billing.
  • Route and Resource Tracking on Maps: Visualize estimated route and route statistics by the technician. View actual route history and real-time GPS location to keep track of resources.
  • Route Optimization: Use WorkWave Routing Engine integration to optimize appointments to minimize driving time. The optimization considers resource working schedules and lunch breaks. This is an optional application.
  • Mobile App: Update appointments on the road or at customer locations using the mobile application available for Android and iOS. Access customer history, capture 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 various 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.
  • Enterprise-Wide Integration: Convert CRM opportunities into service orders and create service appointments from opportunities or projects. Allocate stock items to service orders and create purchase orders from the field. Create appointments for a project and manage budgets and profitability across projects.
  • Capture Time for Payroll: Manage inventory with integrated purchasing, requisitions, and robust inventory replenishment logic.
  • Link AP Bills: Simplify cost tracking by linking accounts payable bills to field service appointments for holistic expense management and financial analysis by appointment.
  • Copy Quote Attachments: Photos, documents, and other files are automatically copied from service quotes to service appointments to ensure a smooth hand-off for field service technicians.
  • Contract Renewals: Simplified service contract renewals optimize and streamline business workflows.
  • User Defined Fields: User-defined fields on the service contract and equipment forms improve usability and add flexibility for unique business scenarios.