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Recap: Acumatica Field Services Video

Mar 13, 2017 12:00:00 AM / 0 Comments / in Webinar, Acumatica Cloud ERP, Field Services Solution, Acumatica Webinar by Nancy Phillippi


Thank you to all who attended our Acumatica Field Services Webinar. We had a great time talking with Acumatica's Tom Costa about this very intuitive tool. If you missed the webinar, then feel free to watch a recording of it.  By watching the demo video of the Field Services Edition, you will be able to observe the software's clean integration between the employees at the home office and the employees out in the field using mobile devices.

How mobile are the features in the Field Services Edition?  Let's make a list of the things you can do in Acumatica from a mobile device (as demonstrated in the webinar):

  • View Appointments list
  • Create sales orders
  • Look up appointment addresses
  • Show appointment completions
  • Electronic sign-offs on jobs (automatically attaches to appointment)
  • Take picture of completed jobs (automatically attaches to appointment)
  • Make speech-to-text comments & notes
  • And much more!

If you are in a senior/executive role in your company, then you can have access to much more from within the app, as well as within the actual software. This includes access to:

  • the finance module
  • important documents such as service contracts/warranties
  • whatever other information you deem sensitive

In the near future, Acumatica will also be adding a payment feature on the mobile app, enabling workers to receive payment on location with their device.

If you would like to see the full webinar, watch the recording here:


Acumatica is an award winning, complete ERP solution with no per-user license costs. To learn more about the product, contact Clients First’s sales team today by calling 800.331.8382 or emailing Clients First implements and supports clients across the U.S.A. and in 11 countries. Our team of professionals is ready to help implement the best finance and operations solutions for manufacturers, distributors, project-based manufacturers, MRO (maintenance, repair, and overhaul), and professional services.

Nucleus Research ERP Technology Value Matrix 2016

Tags: Webinar, Acumatica Cloud ERP, Field Services Solution, Acumatica Webinar


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