Customer satisfaction drives profitability
Whether you specialize in long-term, complex projects or short turnaround jobs, you succeed by acquiring and maintaining clients while ensuring that projects/jobs are executed profitably. It all starts with managing relationships and making your deadlines. Competing on value is necessary, but the real challenge is to be better than the competition at ongoing relationship management.
Only an integrated business ERP for the service industry will provide the powerful 360-degree view of your customers’ activities, requests, and projects that your company needs to stay ahead of the competition. Acumatica can help tackle the issues of customer relations and productivity simultaneously.
With integrated financials, customer management, project cost tracking, service automation, and time and expense management, Acumatica provides the capabilities and features that small- and mid-sized service businesses demand from services automation software.
Acumatica Cloud ERP supports work-from-anywhere scenarios by providing access to your business management and mobile field service operations, from any device, anytime, anywhere, making it the ideal business management solution for operational continuity and business resilience.
Why Acumatica for Your Service Business?
Scheduling, Dispatching and Call Center
Scheduling the right people at the right time with the right skills to perform work efficiently is handled quickly with Acumatica Field Service Management. Quickly capture service needs and access customer information, product history, and resources required to shorten time between call receipt and job assignment.
Mobile Service Management
Keep your staff members connected through any device with a browser or with the native mobile Android and Apple iOS (iPad) app. They will be able to access service information and customer data from anywhere at any time.
Service Contract Management
Recurring service contracts are a significant source of revenue. Visibility on renewal dates for each contract helps preserve the revenue. Dashboards can alert the service team of expiring contracts. Your team can create and manage multiple service schedules per customer and fine-tune appointments using the Schedule Calendar Board for staff and resources.
Records the complete history of the equipment or machine installed at each customer’s site and tracks repair parts in stock. With Acumatica’s integration of sales and service stores the equipment records through quoting, order, delivery, installation, and then service work in the field.
Provides a powerful tool for optimizing routes for appointments with ability to filter appointments by several different criteria. Routes are plotted in Google Maps for each service person with lists of required resources (equipment or machine).
Track Projects and Costs
Field Service Management is not just for small projects. When the installations are large (tasks, people, or equipment), all the costs (time, materials, and expense) are tracked in Acumatica Project Accounting (sold as an optional application) to the phases of the project. Compare actual project costs with original and revised budgets in real time.
Benefits for Service Providers
Respond to today’s opportunities
Grow through excellent relationships
Provide the best possible service, in a profitable way
Increase productivity with visibility and control
Retail Marketing Solutions
"Cloudian, being the service provider & vendor of Acumatica ERP, went the extra mile of determining our company's specific needs. Particularly useful are the Discovery Sessions" for about a month wherein they keenly studied the nuances and intricacies of our company's operations. This exercise was profoundly helpful in configuring Acumatica in 11-FTC."
Dindo Velasquez, Chief Financial Officer