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Nancy Phillippi By Nancy Phillippi • March 13, 2017

Recap: Acumatica Field Services Video

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 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 the 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
  • and 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 info@clientsfirst-tx.com. 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.

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