FIELD SERVICE MANAGEMENT ERP SOFTWARE

Real-time visibility of your customer operations integrated with the back office

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Benefits of Acumatica Field Service Edition

Integrated Field Service Module

Acumatica’s Field Services Edition offers robust field service functionality fully integrated across all ERP Modules. This allows employees in the field to seamlessly communicate with back-office staff for equipment updates, contract changes, and customer billing/collections.  Accessible from any device anywhere, the Acumatica Field Services edition is mobile and easy to take on the go.

Sell, Install & Repair

Easily create service orders, match job requirements to employee capabilities, and dispatch technicians from a calendar board. Use a single system from the point of sale, thru installation and billing.  Using an iPhone or Android device, technicians or engineers can easily clock in and out of jobs once they arrive on-site.  Get everyone working in your business in a single, integrated application.

Equipment Maintenance

Whether your service company owned or customer owned equipment, Acumatica allows you to track full history on equipment maintenance down to the component part level. Fully integrated with the inventory management and serialization, gain easy access and reporting to your equipment data.  Schedule activities attach equipment manuals or other documentation and add notes to each individual equipment record.

Route Management

For technicians traveling to multiple appointments within a single day, use the Acumatica Route Management module to calculate the fastest, cheapest way to get from customer to customer. Acumatica uses GPS location tracking from mobile devices to track technician movements and help plan out their day.  Launch customer information and create notifications to let customers know that you’re coming soon.

Rental Management (Rental 360)

Use the Rental Management Module (Rental 360) to make your rental business more profitable and easier to manage. Manage different rate structures, billing methods and implement a streamlined check-in, check-out process.  Integrated with Sales Orders and Inventory Management, use Acumatica to increase rental activity.

Project Management

Manage budgeting, inventory, change orders, time sheets, billing, and reporting for service-related projects. Classify a series of appointments or installations under a larger umbrella of a single project engagement with a customer.  Give project managers of service activity easy access to budget, actual and equipment data in order to perform the duties of their job from a single application.

Download Service Management Data Sheet - Click Here
Download Equipment Management Data Sheet - Click Here
Mobile Field Services

Click on the image above to watch a video overview of Acumatica’s Field Service Edition suite.

SWK Technologies was named Acumatica’s Partner of the Year at Acumatica Summit 2019. See our 5 other takeaways here.

Key Industries

Medical Field Services

HVAC

Pest Control & Extermination

Energy & Solar Panel Installation

Backup Power & IT Services

& More

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SWK Technologies, Inc.