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Service Management


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Service Management

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.


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.

Gain Control of Field Service Technician

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 notifications, 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.

A Look at Field Service Management and Its Substantial Benefits


Field Service Management (FSM) is defined as simply managing your company’s resources and workforce – who are deployed in offsite locations or who do their job at the customer’s location – using mobile field service software. With this in mind, the intent behind implementing field service scheduling software is enabling companies to meet – and hopefully exceed – customers’ expectations in terms of efficiency, timeliness, cost, and satisfaction. Because customer satisfaction is a cornerstone for every business’ success, Acumatica’s Field Service Edition focuses on meeting your customer’s needs through streamlining, dispatching, and reducing response times through our web-based, fully mobile applications. Our mobile field service software is not an additional application but is integrated within Acumatica’s all-encompassing ERP.

The numerous benefits of automating your field services operations make it all worthwhile. Here are a few reasons why:
  • Mobile Service Management: Field technicians and headquarters remain connected throughout every service; each technician has complete access to all service information and customer data, whether on a phone, iPad, or laptop. The “field” aspect of field management has evolved from being “out-of-reach” to being “in constant contact” – the ability to autonomously handle every situation with access to easily available resources.
  • Scheduling: Efficiently dispatch the proper personnel with the appropriate skills to each unique worksite; service requests, customer information, product history, and required materials are instantly at the technician’s fingertips, equaling time saved for everyone. Schedules are created automatically or by using tools on the graphical dispatch board, identifying the status of service orders easily.
  • Route Planning and Map Integration: Dispatchers utilize web-based mapping applications to chart routes, using real-time information to reduce driving time. Emergency service calls are no longer an emergency – add the unplanned appointment to the already planned routes with ease. Notify the technician instantly and send the new service order directly to their mobile device.
  • Equipment Maintenance and Inventory Management: Integration of sales, service stores, inventory, and purchasing means technicians manage their equipment and inventory of tools and repair parts efficiently and easily. Tracking records are updated and accessible for every job.
  • Dashboards and Business Intelligence: A personalized dashboard takes unfiltered data and transforms it into progress and trend reports.

Important Features of Service Management

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