Technology to Drive Your Field Service Business Further

Acumatica Cloud Enterprise Resource Planning can position your field service business for success

Orchestrate and take control of finance, accounting, technicians, service, and customer satisfaction.

Modern field service businesses need to deliver the highest levels of service to exceed customer expectations and increase profits. To make this happen, you need a flexible, robust system to bring together finances, dispatching, warranty management, inventory and more all in one place. NexTec Group and Acumatica Cloud ERP have the answer.

Benefits for Companies in Field Service

Take Control of Your Finances

Managing the finances and success of each project no matter the size requires a clear picture of the costs, during each phase of the project. Acumatica delivers financial management integrated with field service and project management so that you can truly take control of your finances.

Get a 360-Degree View of Your Customers

Customer Management (CRM) is part of Acumatica, not a loosely integrated module. From marketing, quoting, building, and installing, and then in field services, the customer information is visible throughout the organization providing a 360-degree field of all customer interactions.

The Right People at the Right Place at the Right Time

As you sell and service a wide range of products, it’s absolutely necessary to know which people have the skills to get the job done. You need to deploy the right people to the job so that work can be completed efficiently by skilled technicians. With organized and integrated dispatching, scheduling, and call center functionality, Acumatica delivers the functionality you need.

Putting the Right Tools in Your Technicians Hands

In field services, tools and repair parts are typically spread across multiple vehicles and warehouse locations. With Acumatica, you can get a clear picture of your inventory—whether it’s in your facilities or on the move, making it easier to avoid shortages or unprepared technicians.

See the Big Picture from Call Center to Truck

Your customers call you when they need service and expect you to be able to provide this service without a game of 20 questions before you can dispatch a tech. With tightly integrated CRM, you can develop a truly aligned service and sales team to control your conversations.

Do More for Your Customers in Less Time

It’s well-known that service contracts and warranties are among the most time-consuming processes that field service management companies need to complete. With Acumatica, You can make the process of warranty management easy with multidimensional contracts and easy specification to minimize confusion and maximize productivity.

“By bringing all of our business processes into a single system of record we can eliminate duplicate data entry tasks and ensure that all our teams are working with the most accurate, current information.”

Keith Wolf, President, Omni Cart Services

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NexTec Group is an award-winning business software consulting firm with over 24 years helping companies streamline field service and maintenance take control of their projects, people, and processes. We specialize in implementing ERP, CRM, BI, Cloud and On-premise solutions that can manage customer issues, track products, and improve operations.

Acumatica Gold Certified Partner