Field Service Projects

Summary

A field service job that lasts several days becomes a field service project. You can use all the features of the Acumatica Field Service Edition. The set up of service orders and reporting is a bit different but, it enables you to manage a project that consists of many major tasks where each major task has several technicians and of course parts (stock items) and service tasks (non-stock) items.

Details

More details and a video are coming soon. In the meantime a document is given below that has main screen captures of a webinar that was given to Acumatica partners.

The business case in the webinar is as follows:

  • Big "L" Builder is building three homes. He/she is subcontracting the HVAC work to an HVAC subcontractor who uses three crews ( a crew per home)

    • In each home the HVAC subcontractor needs the following:

      • 12 feet AC pipe

      • Installation of a 12 feet AC pipe

      • Air conditioner

      • Install the air conditioner

The Acumatica Field Service edition is used as follows:

  • Set up a service order type: BIG L

  • Set up a service order of type BIG L for each home

  • In each service order, set up two appointments. An appointment consists of assigning people to line items, and of scheduling a date and time for each appointment/job.

    • Appointment One that needs:

      • A 12 feet AC pipe

      • Installation of a 12 feet AC pipe

    • Appointment Two that needs:

      • Air conditioner

      • Installation of the air conditioner

The video (20 mins, 1/2021) below demonstrates the set up and use of Field Service projects.

The business case and the screen captures of the demo are given in the PDF below.

Internet Customer Solutions, Inc.

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info@intercs.com

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