Communication, Scheduling, and Integration in Acumatica’s Field Service Management

Posted on: July 11, 2023 | By: Page Wildridge | Acumatica

Acumatica, a cloud-based ERP solution, is a powerful all in one solution for many businesses. The solution offers an excellent field service management tool that provides flexibility and efficiency to your business. In this blog, we will explore the features in Acumatica’s field service management that will help your business improve communication, scheduling, and integration. 

Calendar Boards 

Acumatica allows your business to easily organize your appointments and resources. Through the calendar board function, you can create new appointments and assign various resources to existing appointments. Acumatica’s interface provides the flexibility to manage your business’s schedule and optimize your dispatches. This ensures that each job is handled by your company with the right tools and in a timely manner. 

Mobile App

Acumatica’s mobile app is equipped with various features to improve both field service management and communication with your clients. Appointments can be updated in real time while on in the field through the app. Additionally, you can access client information, obtain signatures, and enter expenses directly into the application. The mobile app helps keep your clients updated while making it easier for your business to retrieve and acquire information. 

Enterprise-Wide Integration 

Acumatica is easily integrated with the collaboration tools of your choice. Through Acumatica’s field service management, your business can convert potential CRM opportunities into appointments and work orders. Additionally, you can assign appointments to a project while organizing budgets throughout the project. This helps your business keep track of and take advantage of potential clients and opportunities.

Next Steps 

Logan Consulting, a proud Acumatica partner, specializes in helping your business maximize the benefits of the system. Contact us today to learn more! 

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