Connect your field services team with the back office for better efficiency and higher customer satisfaction.
See Acumatica Field Service Software in action—No Appointment Needed!
Get a first-hand look at Acumatica’s field service features in our interactive demo.
Why Your Service Business Needs a Modern ERP System
Delivering exceptional service in the field goes beyond simply showing up on time. Without the right tools, manual processes, disconnected data, and communication gaps can lead to missed appointments, billing errors, and frustrated customers. If your service business faces any of these common challenges, it might be time to consider a modern field service ERP like Acumatica:
Scheduling Chaos
Struggling to assign the right technicians at the right time? Manual or outdated scheduling tools can lead to double bookings, missed appointments, and unhappy customers.
Disorganized Job Tracking
Without a centralized system, tracking service history, customer preferences, and task progress can be difficult, leading to repeat site visits and incomplete work.
Inventory Mix-Ups
Managing parts and materials across multiple service vehicles and locations without proper oversight can cause delays, stockouts, and lost revenue.
Delayed Invoicing and Payments
Manual billing processes can result in slow invoicing, errors, and cash flow bottlenecks—hurting your profitability.
Disconnected Field Teams
When technicians can’t access customer details, service histories, or job notes in the field, service quality suffers and resolution times increase.
Scaling Challenges
As your business grows, outdated systems may struggle to keep up with increasing service calls, technician management, and customer expectations.
Why Acumatica Stands Out in a Sea of ERP Options
Acumatica offers a modern, flexible, and comprehensive ERP platform designed to help businesses operate more efficiently, make smarter decisions, and scale seamlessly. Here’s how Acumatica delivers exceptional value vs. the other guys.
Productivity: Empowering Your Team
Acumatica enhances productivity across your entire business by making essential tools and information accessible when and where you need them.
- Intuitive Interface: Easy to learn and use, minimizing training time and accelerating adoption.
- True Cloud Access: Work from any device, anytime, anywhere—perfect for remote teams and mobile workforces.
- Multilingual & Multicurrency Support: Operate globally with support for multiple languages and automatic currency conversion.
- Automated Workflows: Streamline approvals, notifications, and routine tasks with customizable automation.
- Centralized Document Management: Share critical business documents securely with key personnel in real time.
- Single Source of Truth: A unified database eliminates data silos and the need for complex integrations.
Functionality: Comprehensive Business Management Tools
Acumatica goes beyond basic accounting with tools designed to handle every aspect of your operations.
- Financial Management: Core accounting tools including GL, AP, AR, and tax management with advanced financial reporting.
- Quote-to-Cash Automation: Manage quotes, sales orders, inventory checks, credit approvals, shipping, invoicing, and payments all within a single system.
- Multi-Entity Support: Easily manage multiple companies, warehouses, and international operations with financial consolidation and reconciliation tools.
- Inventory & Order Management: Gain real-time inventory visibility, automate order processing, and optimize stock levels across multiple locations.
- Project Accounting: Manage complex projects with tools for time tracking, expense management, and profitability analysis.
Technology: Built for Modern Business
Acumatica leverages modern cloud architecture for superior flexibility, security, and ease of use.
- True Cloud ERP: 100% browser-based access with no additional software installations required.
- Responsive Design: Access the full system on any device, from desktop to mobile.
- Customizable & Flexible: Modify workflows, reports, and dashboards without proprietary coding skills.
- Standardized Tools: Built on industry-standard tools for easy integration and customization.
- Relational SQL Database: Secure, scalable data storage for robust reporting and analysis.
Value: Maximizing ROI and Controlling Costs
Acumatica’s flexible pricing and deployment models help you get more value from your ERP investment.
- Consumption-Based Pricing: Pay based on the resources you use, not the number of users, avoiding penalties for business growth.
- Multiple Deployment Options: Choose between on-premise, private cloud, or public cloud deployments.
- Scalable Solution: Easily expand your ERP capabilities as your business grows—without costly system upgrades.
- Lower Total Cost of Ownership: Save on IT infrastructure, licensing, and support costs while getting enterprise-grade capabilities.
Security & Risk Management: Protecting Your Business
Acumatica offers robust security features to safeguard your data and ensure business continuity.
- Predictable Costs: Subscription pricing ensures stable monthly expenses.
- Fast, Reliable Cloud Hosting: Leverage global cloud leaders like AWS and Microsoft Azure for superior uptime and performance.
- Disaster Recovery & Data Protection: Built-in data redundancy and secure backups reduce risk.
- Role-Based Security: Control data access with detailed user permissions.
A true Cloud ERP solution
Built for the cloud from the ground up, Acumatica offers anytime, anywhere access without the need for on-premise servers. Stay connected and productive from anywhere with secure, real-time data across all devices.
Exceptional Usability
Acumatica is designed with a modern, intuitive interface, making it easy for your entire team to navigate and get work done efficiently. Customizable dashboards and role-based views keep essential insights at your fingertips.
An Award-Winning Platform
Acumatica’s innovative platform has earned industry recognition for its flexibility, scalability, and customer satisfaction. It empowers businesses to streamline operations and grow without limitations.
Acumatica provides the flexibility, scalability, and comprehensive tools your business needs to thrive—whether you’re expanding operations, managing complex projects, or optimizing financial performance. Book a consultation today to discover how Acumatica can help your business succeed.
Simplify Service Management with Connected Tools
Managing your back office and field services on separate systems creates a lot of bottlenecks and confusion, which only hurt your client relationships. Why suffer with these issues when you can avoid them?
The answer is simple – a single system to manage it all. When your field service software connects to your back office, suddenly all the pieces fall together. You can see exactly what issues are impacting the customer experience and your bottom line and respond.
Key Benefits of Acumatica Field Service Software
Ensure the right people get to the right place at the right time
Matching your techs with the right service calls has never been so easy. Enter the key details and assign it to an available technician with the right skills. Create your weekly or daily service schedules automatically, or manually using a drag-and-drop tool.
Avoid route planning headaches
Optimize your routes automatically based on current schedules. You can even choose what type of appointments you’d like to include in each route using any of the several available filters. Once you’re happy with the routes, Acumatica plots them out on Google maps and sends them to each service person, along with a list of resources they’ll need. And, since it loads the route on the tech’s mobile device, it reacts as traffic conditions shift.
Add emergency calls to the schedule in seconds
Use the same visual editor you used to create the original schedule to add in emergency calls. See in an instant how your changes will affect the assigned tech’s schedule. Send updates to their mobile device with the new service call details.
Track the maintenance needs of every piece of equipment you sell
Keep in depth notes on the location and service history of all equipment. Each machine’s maintenance record follows it for its entire useful life. Create preventative service schedules and tie them back to the related client and contract via the CRM app (sold separately).
Make the most of your service contracts as a source of recurring revenue
Dashboards keep renewal dates for each contract front and center. So, they won’t go by unnoticed. If you have clients who own multiple pieces of equipment, you can create and manage service schedules for each one and set the appointments using the Schedule Calendar Board.
Stay up-to-date with the information that matters most
Bring meaning to your raw data with rich visuals to help you spot trends and track your progress in real time. Combine the data from Acumatica field service software with other sources using Power BI for a truly eye-opening and awe-inspiring view of your business.
Check your route without switching programs
Get real-time information about a customer location, drive time and more from Google maps. Need to make last-minute changes to the route? No problem. The maps automatically redraw themselves and update on the technician’s mobile device.
Handle large installations with integrated project accounting software
Managing large installations requires special skill and tools. With so many moving parts, equipment, tasks and people, keeping track of it all can be a real chore. That’s where Acumatica project accounting comes in. It gives you a single place to track all phases of the project and compare original and revised budgets with actual costs in real time.
Keep your staff connected on the device of your choice
Whether you use mobile devices or laptops, all you need to run Acumatica is a web browser. Or, if you’re using a smaller screen, like a smart phone, you might prefer a mobile app. For those users, Acumatica offers both iOS and android solutions.
Avoid wasteful spending with a close eye on your tools and repair parts
Losing repair parts or tools is easy when they’re spread across warehouses and vehicles. But this not only leads to wasteful spending, it also affects the quality of service you deliver. But Acumatica weaves inventory and purchasing together. So, shortages trigger re-orders and stock goes where it’s most needed.
Put an end to warranty confusion
Define your warranty offers and choose which parts of each product you’ll cover. By creating and following a strict policy, you can avoid errors, confusion and conflicts. Even if you set unique warranty periods for some parts within a piece of equipment, it’s easy to stay on top of it all.
Smart Features for Real Results
Acumatica Field Service Software Includes
Equipment Management
Service Management
Get the right technician to the right job every time using the visual Dispatch Calendar Board.
Advanced Financials
Connect, Automate, and Grow with Ease
Acumatica integrates with an extensive and growing catalogue of popular business apps distributors rely on.
Acumatica Field Service Management Software in Action: Real Stories, Real Impact
When results speak for themselves—powerful data and real-world success stories from Acumatica users.
%
Additive-X cut annual audit prep time
Security Solutions slashed inventory write-offs
Days for Lifeway Mobility to roll ERP out to new branches
“If you want a modern forward-thinking ERP that’s easy to implement, flexible, and a joy to use, put Acumatica on your evaluation shortlist.”
“In the old system, technicians wrote their time on paper and the admins would have to key the time entries into the system but that information didn’t flow to job costing,” he says. The whole process was manual, and finance had to run reports in Excel and SQL, then key the information in somewhere else, which wasted time and was prone to errors. With Acumatica, it just flows through the system faster, in real time, it’s controlled and much easier to use.”
“Our field employees who are delivering and installing critical equipment into people’s homes are staying safe and remain fully connected using the Acumatica mobile application. The field team now arrives at a customer’s site with all the photos, change orders, instructions, and information they need, making them more informed and efficient. We’re not spending time looking for documents or making phone calls or, heaven forbid, installing something that does not meet customer expectations. Everything is at their fingertips, and that’s been a huge benefit. Hours of work on a weekly basis have been avoided, resulting in more time with the customer providing a better customer experience.
Why Choose Intelligent Technologies as Your Acumatica Field Service Partner?
Reasonable, transparent pricing
We charge a fair hourly rate for our services. We don’t charge you for advice that you could easily find online. We also don’t make you pay upfront before our work even begins. It’s important to us to build a relationship based on trust because our goal is to become your technology partner for life.
Focused on your needs
Your business success depends on building strong relationships with your customers. So does ours! That’s why we always listen to you and learn about your business before giving advice. Working with us, you’ll quickly discover that we always have your best interests in mind.
Respectful interactions, unparalleled support
Every client deserves exceptional support, no matter how small their business is or how infrequently they need us. So, we aim to provide the same top-notch service in every interaction.
Education for all
Choosing the right enterprise resource planning (ERP) software, as well as the vendors to implement them, can be tough. To help clarify the process and guide you through it, we freely share our expertise online.
Acumatica Gold Certified Expertise
As an Acumatica Gold Certified Partner, we’ve earned recognition for our deep product knowledge, successful implementations, and unwavering commitment to client satisfaction. This means you benefit from expert guidance, a smoother implementation process, and a trusted partner dedicated to helping your manufacturing business thrive with Acumatica.
Our Acumatica ERP Services
Acumatica Partner
Acumatica Implementation
Acumatica Support and Customization
Acumatica Introductory Call
Acumatica Personalized Demo
Acumatica Pricing
Download free eBook!
Discover 10 Ways to Boost Growth for Your Field Service Business
Is your field service business held back by disconnected systems, delays, and inefficiencies? This free eBook reveals 10 proven strategies for improving customer satisfaction, optimizing operations, and increasing profitability with modern, connected tools. Download now and see how you can take your service management to the next level!
Want to see what Acumatica Field Service software can do for you?
As an experienced Acumatica Field Service partner, Intelligent Technologies can help you:
- Work the way you want
- Grow without worry
- Reduce spending
- Improve business performance with Acumatica
Simply fill out the form to register for your custom Acumatica Field Service demo or to request more information.