Register for our Field Services Webinar

Acumatica Field Services Edition Webinar

Acumatica has a new suite called Acumatica Field Services Edition. It is available now for service companies that need both CRM functionality and scheduling automation. This suite cuts the time it takes to correspond between departments; it cuts the time between receipt of service request to job assignment by making it easy to communicate and take action wherever you are.  The Field Services Edition streamlines the trivial parts of the process like scheduling the service call and planning the transportation route. It can also:

  • Quickly capture service needs and access customer information, product history and resources required to shorten time between call receipt and job assignment.
  • Create daily or weekly schedules automatically or using drag-and-drop tools on the visual calendar board
  • Record the details of equipment and products installed at each customer’s site and track repair parts in stock.
  • Establish warranty offers for your customers, specifying which parts are under warranty to avoid confusion, mischarges and objections.

If you would like to learn more about it, we will be having a webinar on March 9th, 2017 at 2 pm CST. It will feature Acumatica expert Tom Costa and Clients First’s Bob Turner as the speakers. Follow this link to watch a webinar recording.


Leave a Comment

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.