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:
- 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
- GPS/Mapping for directions
- Microphone/Dictation for messages/comments
- 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
- 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.
- Service Contracts
- Dispatch appointments for recurring contracts
- Templates to copy standard contracts to new customers