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Acumatica Field Services Edition

ERP for Mid-Sized Field Service Businesses

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To run an efficient service industry business it takes more than just a bunch of spreadsheet files or a generic business solution to keep up with service tickets. Whether your team struggles with getting service requests assigned and properly scheduled or there’s a communication problem between employees or with management, Acumatica Field Service Edition has the solution. The Field Services Edition is ideal for professional services and maintenance, repair and overhaul (MRO) services. The suite makes it easy to receive, assign, and track the progress of all service jobs in real-time.

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Clients First Field Services Webinar

Attend our Field Services Webinar

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Acumatica’s new field services management (FSM) suite is now available for services companies who need both CRM functionality and scheduling automation. This suite cuts the time it takes to correspond between departments; it speeds the receipt of service request to dispatch by making it easy to communicate and take action wherever you are.  FSM streamlines the trivial parts of the process like scheduling the service call and planning the transportation route. It can also:

  • Quickly capture service needs and access customer information, product history and resources required to shorten time between call receipt and job assignment.
  • Create daily or weekly schedules automatically or using drag-and drop tools on the visual calendar board
  • Record the details of equipment and products installed at each customer’s site and track repair parts in stock.
  • Establish warranty offers for your customers, specifying which parts are under warranty to avoid confusion, mischarges and objections.

If you would like to learn more about it, we will be having a webinar on March 9th, 2017 at 2 pm CST. It will feature Acumatica expert Tom Costa and Clients First’s Bob Turner as the speakers. Follow this link to register today!



Clients First Field Services Webinar



Acumatica Field Services Management Webinar

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Acumatica is finally revealing their new field services solution in a webinar that is open to field services leaders and anyone that’s interested in learning about Acumatica for Field Services. The purpose of this webinar is to inform both potential and current customers of the maintenance, repair and overhaul (MRO) features available, which include:

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Clients First Business Solutions has Acumatica 6

Q&A: What’s new in Acumatica 6?

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It’s official! Acumatica 6 has landed on a cloud near you.

The much anticipated release of the latest version of Acumatica happened Sept. 8 at a conference in Boston and the world of cloud ERP is buzzing! You may not have the time to do all the research, but Clients First makes it’s our job to make your work life easier so this article will be a quick Q&A on everything you want to know about Acumatica 6.

Acumatica is already known for being a truly cloud-based, all-in-one ERP solution that was designed with SMBs in mind. Now, Acumatica has reintroduced itself with a simpler and even more user friendly interface for increased productivity in the workplace.

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