Productivity Tools for Acumatica ERP

FIELD SERVICE INDUSTRY PACK for ACUMATICA

No two field service management companies are alike. Some have simple service offerings, others can be infinitely more complicated. With the Field Service Industry Pack, users of the Acumatica Field Service module can configure Service Orders and Service Contracts to ensure all materials used, and service performed, occurs in the proper sequence. This feature also provides margin analysis at a more detailed level to identify products and services that are profitable, and those that are not.

Build a WBS with the use of Service Order/Contract Lines & Operations
Associate Service Order Lines with a specific piece of Equipment to be installed or repaired
Assign and perform specific Operations in a specific sequence for specific piece(es) of Equipment
Stop work before a project overrun occurs with the Not to Exceed feature
Validate the use of Customer PO # on a Service Order or Service Contract

Agreement Designer for Acumatica

Scope of work, Service Level Agreements, Purchasing or Delivery Compliance language, Change Order Agreements, Disclaimers & Warranties, can all be developed and rendered with embedded data from supported document types within Acumatica.

Embed legal or contractual text with data extracted from supported Acumatica document types
Create the content once and re-use multiple times with re-useable templates
Create unlimited templates and attach unlimited agreements
Supports Projects, Subcontracts, Sales, Service, and Purchase Orders and other Acumatica document types

Questionnaire Designer for Acumatica

Inspections, Punch Lists, Surveys, Checklists, Evaluations. Any time a list of questions is needed to capture data, it can be done with the Questionnaire Designer. These too can be rendered with embedded data from supported document types within Acumatica. Capture answers and results at the desktop and on a mobile device as well!

Build lists of unlimited questions that support multiple data type responses
Group and sequence questions and assemble them into re-useable templates
Create inspections, surveys, punch lists, or checklists for any part of the business
Associate and attached the survey or inspection to Projects, Service, Purchase, Production Orders, and other Acumatica document types
Deploy the questionnaire via mobile for field-based data collection

Acumatica Field Service and Productivity Tools

FIELD SERVICE INDUSTRY PACK for ACUMATICA

Build a WBS with the use of Service Order/Contract Lines & Operations

Associate Service Order Lines with a specific piece of Equipment to be installed or repaired

Assign and perform specific Operations in a specific sequence for specific piece(es) of Equipment

Stop work before a project overrun occurs with the Not to Exceed feature

Validate the use of Customer PO # on a Service Order or Service Contract

Field Service Industry Pack

Agreement Designer for Acumatica

Embed legal or contractual text with data extracted from supported Acumatica document types

Create the content once and re-use multiple times with re-useable templates

Create unlimited templates and attach unlimited agreements

Supports Projects, Subcontracts, Sales, Service, and Purchase Orders and other Acumatica document types

Agreement Designer

Questionnaire Designer for Acumatica

Build lists of unlimited questions that support multiple data type responses

Group and sequence questions and assemble them into re-useable templates

Create inspections, surveys, punch lists, or checklists for any part of the business

Associate and attached the survey or inspection to Projects, Service, Purchase, Production Orders, and other Acumatica document types

Deploy the questionnaire via mobile for field-based data collection

Questionnaire Designer

Productivity Tools Bundle for Acumatica

Agreement Designer

Questionnaire Designer

Productivity Tool Bundle for Acumatica

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