Acumatica’s Service Management

Posted on: June 6, 2023 | By: Page Wildridge | Acumatica

Acumatica, one of the world’s fastest growing cloud-based ERP systems, is committed to helping your business deliver exceptional service to your customers. To achieve this, they provide an excellent service management solution that can streamline appointments, optimize resource scheduling, enable flexible billing, and provide real-time route and resource tracking. In this blog, we will explore these features and how your business can take advantage of them. 

Streamlining Appointments and Resource Scheduling

Acumatica provides resources to manage appointments and ensure a seamless customer experience. The interface allows users to view and schedule appointments. Technicians can provide real-time status updates to users, allowing businesses to schedule updates and maintain communication. Additionally, Acumatica optimizes your schedule based on resource availability, location, skill sets, and customer preferences! This ensures that the right person is assigned to the right job with all of the resources they will need to provide service. Through this streamlined approach, your business can easily advance productivity, allocate resources more efficiently, and deliver amazing service. 

Flexible Billing 

Acumatica’s software allows for flexibility and accuracy in billing. It enables businesses to create and customize billing rules based on specific service offerings, pricing models, and customer agreements. Whether it’s time-based billing, fixed fees, or recurring subscription, Acumatica’s flexible billing module accommodates diverse billing requirements. This ensures accurate and transparent invoicing while reducing errors. 

Real-Time Route and Resource Tracking 

Acumatica integrates advanced mapping technology to provide tracking of resources, ensuring they reach their destinations in the most efficient way. Your business can estimate route and route statistics for each technician, allowing your business to minimize travel time, reduce fuel costs, and maximize the number of appointments served in a day. Additionally, customers can be informed of the technician’s location and expected travel time in order to increase transparency. 

To learn more about the different features of Acumatica service management, check out their website.  

Next Steps 

Logan Consulting, a proud partner of Acumatica, is committed to helping their customers take advantage of the features of the software. Contact us today to learn more about how we can help your business.



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