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Goleta, CA 93117
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Santa Maria, CA 93455
Phone:
(805) 569-9487
Fax:
(805) 569-9542
E-mail:
info@platformta.com
Acumatica Service Management ERP — Field Service Software for Growing Companies
Drive growth with Acumatica's comprehensive service management ERP, purpose-built for field service companies, construction firms, manufacturers, and wholesale distributors. Acumatica Service Management Edition gives your team the tools to manage work orders, dispatch field technicians, track equipment, and connect service operations to your financials in one cloud-based platform. Platform Technology Advisors helps California service businesses implement and optimize Acumatica for their unique workflows.
Solutions
Establish a future-proof field service ERP platform that empowers your remote technicians with GPS navigation, voice-dictated field notes, and mobile image capture. Create and complete service orders, capture expense receipts, and update job status from any device, in the field or in the office.
Drive growth across your organization with Acumatica service management ERP, connecting service appointments, dispatch scheduling, work order management, equipment tracking, financials, and inventory in one integrated platform. No more disconnected spreadsheets or siloed systems.
Consumption-based licensing empowers service organizations to extend the application to remote technicians, external service providers, warranty providers, vendors, and customers without additional user fees.
Comprehensive Service Management Solutions
Acumatica Service Management Edition is built to handle the full lifecycle of a service operation. From the initial customer call and work order creation, through field technician dispatch and on-site service completion, to invoicing and financial reporting. Whether your team manages dozens or hundreds of service appointments per day, Acumatica gives every stakeholder real-time visibility into what’s happening in the field.
Optimize Schedules
Acumatica’s intelligent field service dispatch tools match the right technician to the right job, based skill level, availability, and location, minimizing drive time and maximize daily service capacity. The Acumatica for WorkWave Route Optimization Native Connector takes scheduling further with automated route planning that gets your technicians on-site faster and keeps customers satisfied.
Coordinate Field Operations
Track your entire field service operation from a single screen using configurable, role-based dashboards with real-time data. Get access to individual work orders, service appointments, and technician activity. Acumatica’s service management ERP gives operations managers the visibility they need to analyze performance, identify bottlenecks, and resolve issues before they impact customers across locations.
Collaborate in Real Time
Acumatica’s mobile field service app keeps your office and field teams in sync. When a technician completes a work order, captures a signature, or logs parts used, that information is instantly visible to internal managers with no delays and no manual data entry. Conversely, when the office updates a schedule, adds a note, or sends a new service order, field technicians see it immediately on their mobile device. Real-time collaboration across your entire service operation means fewer errors, faster billing, and happier customers.
Learn How Your Service Industry Businesses Can Thrive with Acumatica
With the right ERP solution your service industry business can better respond to customer service requests and gain real-time insight into service team activities. Get this playbook and find out how your service industry business can thrive with Acumatica Cloud ERP.
A Complete Service Management ERP Solution
Acumatica Service Management ERP connects natively with Acumatica’s construction, manufacturing, and distribution editions giving you a single platform for your entire operation.
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Service Management
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Business Intelligence and Analytics
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Equipment Management
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Financial Management
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Project Accounting
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Construction Management
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Customer Management
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Manufacturing Management
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Purchase Order Management
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Inventory Management
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Requisition Management
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Acumatica for WorkWave Route Optimization Native Connector
Want to Learn More About Acumatica?
View the Acumatica Cloud ERP product tour and learn what is possible with a future-proof ERP platform that puts customers first.
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