Acumatica Field Service Optimization Webinar recording

Learn how to assign the right field service technician with the right parts and/or product, the right skill, at the right time and location to address your customers’ needs.

If you missed the lunch and learn, please take a few minutes to watch our recording, then reach out to us for a demonstration for your company. 

Our attendees enjoyed a GrubHub lunch, while Dan Ellicson and Monika Stuber of Clients First presented the following: 

1. Benefits of the Mobile App
   • Appointment status and details synced with Acumatica in real time
   • Recording inventory item usage
   • Take customer payment
   • Compatibility with phone
     1. GPS/Mapping for directions
     2. Microphone/Dictation for messages/comments
2. Calendar Board Scheduling
   • Real time sync of appointment information from the Mobile App
   • Schedule workers based worker skills and service area of a worker.
   • Cloning appointments that take multiple days
   • Emailing Customer and Worker regarding scheduled appointment
3. Equipment Tracking
   • Tracking of company equipment for billing and usage on appointments
   • Tracking of customer equipment to help facilitate conversations regarding repairs and/or replacements.
4. Service Contracts
   • Dispatch appointments for recurring contracts
   • Templates to copy standard contracts to new customers