Internet Customer Solutions, Inc.

239 New Road, Suite B103

Parsippany, NJ 07054

(o): 973 244 1470

(c): 973 727 9665

info@intercs.com

Skype: toonsix@intercs.com

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© 2018 by Internet Customer Solutions

Acumatica Field Service Edition

Summary

The Acumatica Field Service Edition is targeted to field service companies such as contractors for HVAC, electrical, roofing, painting, paving, windows installation, garage door installations, cabinet/built in closet installations, printer installations, industrial equipment installations, solar panel installations, phone and computer installations, etc. When a piece of equipment is installed at a customer place, and the piece of equipment needs to be serviced regularly, the Acumatica Field Service Edition will handle the sales, the service orders, the schedule of estimations by estimators, the quoting, the approval of the quotes by the customer in the field using a mobile application, the scheduling of the workorders/jobs, the assignment of the crew to jobs, the parts pick list for each crew, the inventory of parts and tools, the time and expense capture of the job, drop shipping of the parts/material/equipment, the approval of the completion of the job by the customer, the invoicing, the service contracts, and the management of the payroll and employees. The system can also plan an optimal routing for the service people when visiting/serving several customers in a day. 

This Acumatica Field Service Edition is part our ERP package for the FIeld Service industry. The ERP package contains additional applications to cover specific features of your company.

The Business Process Flow

The business process flow proceeds as follows in the Acumatica Field Service Edition:

  1. Your sales person enters prospects into the Customer Relationship Manager (CRM) to be visited. Adds tasks and events for his/her prospect contacts to schedule visits. The Acumatica mobile app will show these due visits. 

  2. Sales person can create several sales quotes for a customer under an opportunity.

  3. Or, the prospect contacts your company sales person to discuss the installation of equipment and maybe a regular service plan

    1. Acumatica CRM takes all this prospect information

  4. Your service manager may schedule an estimator to go to the prospect's site to make an estimate/quote.

  5. The estimator submits the estimate/quote to the prospect for approval.

  6. Once approved your company creates a sales order for the equipment sale and for the installation. 

    1. If the customer wants the installed equipment repaired, a service order can be created from the sales order.

    2. If the customer wants a regular maintenance service eg. every quarter, a service contract is created that will automatically create service orders, which will create an appointment schedule. This will automatically create eg. a quarterly bill. 

  7. Your dispatch group schedules an appointment to install the equipment, and assigns the right technician based on his/her skills, his/her license, his/her geography, and availability.

  8. The technician sees his/her appointment on his/her mobile app, and sees the route to take to the customer site. He/She installs the equipment, marks his/her appointment as complete on his/her mobile application, and has the customer sign the invoice in the mobile application. 

  9. Your company accepts the payment by the customer.

The video (30 mins, 2018) below takes you through the business flow of a service order. To see a full screen, click here.

The video (  20 mins, Jan. 2018) below gives you an updated overview of the Acumatica Field Service Edition

The video (  20 mins, Jan. 2018) below shows you the mobile app.

Features

The Acumatica Field Service Edition consists of the following items:

The Acumatica vendor website describes the following items:

Datasheets

The following datasheets are available:

Customer Testimonials

Many customers have implemented successfully the Acumatica Field Service Edition. Click on some below.