Field Service Management
Acumatica Equipment Management & Maintenance
Track Equipment and Optimize Maintenance and Customer Services with Contract Scheduling Maintain complete visibility of your customer’s equipment under warranty as well as equipment history. Manage service contracts and schedules for recurring visits to your customers.
EQUIPMENT MANAGEMENT EXTENDS ACUMATICA SERVICE MANAGEMENT FOR MAINTENANCE CONTRACTS, WARRANTY, AND REPAIR SERVICES
- Equipment management is essential for service-driven organizations that manage maintenance contracts for customer-owned equipment. This is critical for services related to equipment or labor warranties.
- The Equipment Management application extends Service Management capabilities to record the history of customer-owned or company-owned equipment. Avoid mischarges and objections by establishing warranty offers for equipment or components. Keep track of serial numbers, define default vendors, and track sale and installation dates for each component.
- Every detail for equipment is maintained in the system and available to field service technicians through the mobile application. Armed with information, technicians can provide faster and higher quality maintenance services for customer equipment.
- Create field service contracts to associate equipment for preventive maintenance or create schedule rules for recurring service visits to your customers.
Key Benefits
IMPROVE CUSTOMER SERVICE
- Gain complete visibility of your customer’s equipment items including serial number, setup, history, and warranty commitments
- Identify problem patterns on equipment items to schedule maintenance jobs and provide effective resolutions
INCREASE EFFICIENCY
- Create service contracts for service agreements or equipment maintenance with flexible frequencies and forecasted service dates
- Assign appointments to the right resource at the right time, considering the workload, location, needed skills, and certifications
ACCELERATE DECISION-MAKING
- Improve decisions by using drill-down reports and dashboards to access past information and gain insights into future needs
WARRANTY TRACKING
- Improve customer satisfaction by tracking warranty classes according to models of equipment
- Prevent needless customer invoicing of parts and labor when the work is covered under warranty
Features and Capabilities
EQUIPMENT MAINTENANCE INVENTORY
PREVENTIVE MAINTENANCE SCHEDULES
Define schedules for preventive maintenance service orders and associate them to recurring maintenance schedules or contracts.
APPOINTMENT GENERATOR
Generate appointments automatically for all service contracts with equipment maintenance requirements.
SERVICE TEMPLATES
Create templates for a predefined set of services. For example, create a template for the cleanup and calibration combination for HVAC equipment.
WARRANTY MANAGEMENT
Establish warranties specifying the specific items under warranty to avoid confusion, mischarges, and objections. Classes can be mixed on the same service order, for instance, a two-year warranty on parts and a one-year warranty on labor.
INVOICING
Capture and invoice for all parts and labor related to the services rendered.
SERVICE PARTS
Provide access to service parts inventory and automated sourcing.
MOBILE SERVICES MANAGEMENT
Send updated orders and appointments to any mobile device.
SERVICE CONTRACTS
Create and manage multiple service schedules for each customer by location.
MASTER CONTRACTS
Combine multiple contracts by customer.
REPAIR SCHEDULING
Schedule and maintain a history of appointments for services performed on equipment items installed at customer facilities.
STANDARDIZED BILLING CONTRACTS
Define a billing period and the allotted amount of service hours or visits permitted in the period. Apply overage charges when allotted services exceed maximum visits or hours for the period.