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Acumatica Based ERP Package for Professional Services; Consumer and Light Business Services

Cable TV Service.jpg
live video streaming service.jpg
Cell phone service.jpg
Insurance service.jpg
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Digital signage advertising.jpg
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Where can it be used?

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The Acumatica Based ERP package can be used for all services since Acumatica ERP has a contract management application to manage service contracts, and to manage activities against that service contract. That activity can include a service item (work item aka non-stock item) and a stock item. A service item can consist of eg. a monthly subscription fee or membership fee. or the installation of cable TV, activation of a live video streaming account or a cell phone service or an advertisement or a scooter rental account. 

Acumatica ERP handles recurring services, automation schedule for eg. monthly invoicing of customer, automatic notification of payment and outstanding dues.

There are categories of services that consist of just a service (activate cable service, a live video streaming account, an insurance account, or of a service that require a one time installation of equipment such as digital signage.

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The "Just a service" category will have companies such as:

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  • Utility services

    • Water​ service

    • Electricity service

    • Gas service

    • Phone and VoIP service

    • Internet service

    • Live streaming services

    • ..

  • Insurance subscription (car, home, life, health insurance). Insurance policy is a sales/service order. Claims could be credit memos.

  • Financial planning service

  • Accounting, tax, auditing and advisory services

  • Laundry service

  • Linen/uniform catering

  • Scooter rental since set up of an account, and a payment is all that is required to use the scooter. To use  it, a mobile application is used to scan the QR on the scooter. If the account has enough money, the QR scan will unlock the scooter. A mobile application would have to be developed. 

 

The  "Service and an equipment installation" service category will have companies such as:

  • TV, Internet and phone service: this will require a one time installation of equipment  â€‹

  • ..

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Services that involve equipment installation, and regular (quarterly, monthly,..) maintenance service can be handled by our ERP Package for Field Service. For the food service industry, we have an ERP package called Prime Food Service that has been developed by an Independent Software Vendor Nexvue.com. Our company works with them for the sale and implementation of that ERP. 

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Services that involve rental or that are used for a certain period can be handled by our ERP Package for Rental Service.

This ERP Package could handle moving services, travel (air, limo, boat, bus. .. ) services although some customization would be required to account for the labor involved in those services. However the XRP development platform for the Acumatica ERP enables fast development of such customizations. 

The Needs of a Service Company

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The ERP needs of a service company are generally as follows:

  • Finance

    • Accounting (GL), cash management, AP, AR​

  • Distribution​

    • Only services (non stock items). No inventory management needed since stock items are seldom used.​

    • Purchasing: PO management to handle usage of subcontractors. No purchase of stock items

    • Sales/Service order management to process the customer orders for services (non-stock items)

  • Contract management for creating service contracts as follows:

    • Service contracts such as a tax filing service against which activities./services will be charged, ​

    • Service contract for subscription service (cable TV, utility service, live video streaming, cloud hosting services, .) that will send out eg monthly invoices. Organization membership services are in this category.

  • Customer Relationship Management (CRM) for ​

    • Lead and opportunity management​

    • Marketing management

    • Service and support case management where support cases can be charged against a contract. 

The Components of our ERP Package for Professional Services

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The Components of our ERP Package for Professional Services are generally as follows:

  • The Acumatica Finance suite

    • Accounting (GL), cash management, AP, AR​

  • The Acumatica Order management application

    • Managing only services (non stock items). No inventory management is included since stock items are seldom used.​

    • Purchasing: PO management to handle usage of subcontractors. No purchase of stock items

    • Sales/Service order management to process the customer orders for services (non-stock items)

  • The Acumatica Contract management application for creating service contracts as follows:

    • Service contracts such as a tax filing service, against which activities./services will be charged, ​

    • Service contract for subscription service (cable TV, utility service, live video streaming, cloud hosting services, .) that will send out eg monthly invoices. Organization membership services are in this category.

  • The Acumatica Customer Relationship Management (CRM) for ​

    • Lead and opportunity management​

    • Marketing management

    • Service and support case management where support cases can be charged against a contract. 

More Components of ERP Package

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  • ​Optional integrated Independent Software Vendor (ISV) applications:

    • ISV applications for addtional features of an existing Acumatica ERP module/workspace

      • Finance

        • ​Advanced Financial Reporting: FYIsoft, BI360

        • Sales tax Management: Avalara Tax, Vertex Sales Tax Solution

        • Human Resource Management including payroll: InfinityHR, PCBennett payroll, ..

      • Distribution

        • ​Inventory Management :NetStock, EazyStock, ..

        • Sales Order management: 

          • ​Customer payment processing: American Payment Systems, Century Business Solutions (EBizCharge), Kensium AcuCharge

          • EDI gateway: B2BGateway, SPS Commerce Fulfillment, EdiSoft

          • Shipping application: StarShip, AcuShip, OZLink, ..

        • Purchase Order management:​

          • ​Advanced Purchase Order management: Paramount Workplace

          • Vendor payment processing: AvidXchange, Artsyl, uplevl

          • Sales and Operations Planning (S&OP): Sourceday

          • Container tracking for:

          • Purchase orders: IIG Acuboost, 

      • Contract management with customers: MaxQ Technologies​​​, 

      • Fixed asset management: Bimser Beam, 

      • Project Management: SmartSheet, Spitfire, 

      • Document Management Systems:

        • Document scanning and repository: SDSI Unform, 

        • Signing documents electronically: Adobe  E-Sign,

      • Quality Management

        • Bimser International: QDMS​

      • ​Click here to to see the webpages of all above ISV applications.

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    • ISV applications for providing specific industry applications

      • Warehouse Management:

        • Product scan application (Scanco, Savant, FusionScan,..)

        • Warehouse Management System (WMS): Fusion WMS, Scanco, Savant, HighJump, RIC Group WMS

      • CADTalk: to transfer data from a CAD/PLM/PLD to the Acumatica Manufacturing Edition​

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Click here to to see the webpages of all above ISV applications.

Customer Contract Management application

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The customer contract management application enables you to do the following:

  • Create a contract item

  • Create a customer contract template depending on the service type

  • Create a customer contract using the customer contract template

  • Charging an activity against the customer contract

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The video (20 mins, 2014) below will demonstrate this. Click here to see a full screen.

Applying a periodic (eg monthly) service charge to the customer under a customer contract

 

The videos below demonstrate the set up of a customer contract where there is a llcense fee to be paid for an ERP  Finance suite software at the sign up of the ERP Finance suite, and an annual maintenance to be charged later in the year.

Applying support/service cases against a customer support contract: setting up contract items

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A contract item eg, a software license, needs to be set up  first, and will then be used in a contract template.

Applying support/service cases against a customer support contract: setting up a contract template

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A customer contract uses a contract template that represents your service type

Customer pays a deposit upfront for a support contract

Recurring transaction eg. recurring monthly invoice for eg rent, and see which customer invoices are next month

Scheduling actions for any document eg a Sales Order, a Purchase Order, an invoice, etc.

Using workflows and automation steps to speed up eg, the invoicing

Customer Testimonials

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The following customer testimonials will describe how Professional Service companies use the ERP Package to automate their business.

  • InSync Healthcare, Intra-Coastal Environment Emergency and Alegra Motorsports

    • Using project management

    • Consolidating all three companies in one holding account in accounting

    • Click here for the blog post.

  • PracticeMax (medical office)

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