Acumatica Field Service Optimization

Order your free lunch and 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.

Complimentary Webinar

Date:  Wednesday, August 26th, 2020

Time: 10 AM PT / 1 PM ET

Presented by:

Order your free lunch courtesy of Acumatica Cloud ERP and GrubHub, and join Melissa Schumacher, ERP Applications Consultant with Clients First Business Solutions to learn how to optimize field service operations and slash costs.

We will demonstrate the following field service optimization benefits:

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

We look forward to "seeing" you on Wednesday, August 26th, 2020.

You will receive your GRUBHUB Voucher ($35 value) before the webinar. Please visit our GRUBHUB guide for our Acumatica GRUBHUB lunch and learn ordering information.