Acumatica Service Management for Project/Professional Services and Field Service-Based Companies 

 

One unified platform for project and financial data, resource & schedule management, time and expense tracking, and customer relationships.

 

Acumatica Service Management empowers your team with the tools they need to work smarter, respond faster, and exceed customer expectations.

Acumatica equips project/professional service  and field service companies with a connected, cloud-native platform to streamline operations, improve project outcomes, and deliver exceptional customer experiences. Whether managing complex client engagements or field technicians, Acumatica brings together scheduling, time and expense tracking, billing, and customer relationship management in one unified platform.

 

 

Explore real-world success stories and reviews from Acumatica users.

 

 

Acumatica Service Management has a long list of features that address the needs of project/professional service and field service-based companies, such as:

 

Project/Professional Services Features

Feature

Description

Project Accounting

Track budgets, billing, profitability, and time across projects and engagements.

Time & Expense Management

Capture billable hours and expenses from any device for fast, accurate invoicing.

Resource Scheduling

Allocate staff by skillset and availability to maximize utilization and reduce bench time.

Contract & Billing Flexibility

Bill by time, milestone, retainer, or fixed-fee using customizable templates.

Customer Relationship Management (CRM)

Manage client history, proposals, and communication in one place.

Integrated Financials

Gain real-time visibility into revenue, costs, and margins across the firm.

Role-Based Dashboards

Monitor utilization, backlog, and performance metrics by department or team.

No-Code Reporting & Inquiries

Create flexible reports and visualizations without technical help.

Document Management

Store and share project documents, contracts, and templates securely.

Client Self-Service Portal

Allow clients to view projects, invoices, and submit requests online.

 

Field Service Features

Feature

Description

Dispatch & Scheduling

Use drag-and-drop tools to assign technicians and optimize appointments.

Mobile App for Technicians

Field workers can access service orders, capture time, and upload photos on-site.

Work Order Management

Track all service tasks, statuses, and history for every job.

Service Contracts

Manage recurring services and automate billing based on SLA terms.

Equipment & Asset Management

Track customer assets, service history, and warranties from installation to maintenance.

Inventory Management

Keep real-time visibility of parts and tools across service vans and warehouses.

Route Optimization

Minimize travel time with built-in routing and GPS integrations.

Customer Portal

Allow customers to schedule services, approve quotes, and view service history.

Invoicing & Payment

Generate invoices in the field and accept payments on-site or online.

Compliance & Safety Checklists

Standardize job completion with forms, checklists, and digital signatures.

 

With Acumatica Service Management and our specialized enhancements for the services industry, we help you overcome your most critical challenges – streamlining operations and driving profitability.

 

Common issues we solve include:

  • Poor visibility into project performance and margins, making it difficult to manage profitability in real time.

  • Inaccurate data due to manual entry, spreadsheet reliance, and disconnected processes.

  • Limited reporting and analytics that delay or compromise financial and operational decisions.

  • Inefficient workflows and lack of standardized processes, leading to inconsistent service delivery.

  • Non-cloud systems that require duplicate data entry and create information silos across departments.

  • Difficulty tracking labor, equipment time, expenses, customer billing, and taxes with accuracy.

  • Inability to integrate with other key systems, limiting automation, data access, and real-time reporting.

 

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