We live in a new era where companies need to be flexible, well-connected, and agile to accomplish ultimate success. You can manage and monitor business processes and customer relations with the Acumatica cloud ERP system with its cross-module workflow capabilities. The advanced Workflow Editor delivered in Acumatica 2020R1 can perform all tasks with new customisations in the workflow editor. Organisations don’t need to rely on tedious, scattered spreadsheets, and manual status transitions anymore. With all-new Acumatica 2020R1, you can handle workflow as per precise business rules to transition the document from one position to another. You can simply modify the status of actions, place actions in the main toolbar to support users with what they should do further. You can also create multiple actions to change statuses without writing any code and changing other fields after the transition is finished. Capabilities of Workflow Editor in Acumatica 2020R1Acumatica’s 2020R1 is released with enhanced usability, best-in-class functionality, powerful new modules, has enriched cross-connected workflows, and offers additional codeless customisation capabilities. The user experience has significantly improved in the new release which allows running the entire business in one system more effectively. Cross-module workflow in cloud ERP can streamline the flow of information across all departments within the organisation, from anywhere at any time. The pain of not being able to accumulate useful information in real-time is eliminated, which drives flexibility, agility, and productivity. For instance, organisations who are using standalone systems rather can the ERP system may witness a slowdown in their processes and are restricted to cross-selling. This complete ERP solution can minimise the complexity of operations and offer quality service to the customers. The order placements will automatically reflect in the inventory and replenishment workflow notes the low inventory to ensure the availability of inventory for future orders. It has begun to take its place across all industries, including e-commerce, manufacturing, construction, supply chain, healthcare, and so on. How Acumatica ERP Can Help Companies Drive Efficiencies and Resilience?Whatever the kind of business you’re engaged in, at the end of the day, your success hinges on how well you are connected with customers and their overall experience. If you are trying hard to drive productivity with multiple systems but teams still aren’t connected with each other, you definitely need full-fledged cloud-based Acumatica ERP solution. This platform is built with connected modules to facilitate construction, distribution, field service, manufacturing, and general. Every engagement with the consumer, new opportunities, placed orders, renewals, and inventory status can be created in the support system under one database. All modules use the same database, have the same appearance, and allow users to access information at anytime from anywhere through one single solution. Key Features of Workflow Editor in Acumatica 2020R1 Use Artificial Intelligence (AI) and machine learning to simplify experience Enhance performance with new dashboard caching settings Access to data entry screens faster with a quick add button Monitor production and costs with native shop floor data collection Advanced planning features to predict future scenarios Handle complex construction projects with improved project management tools Simplify project balance reconciliation Track project development with improved daily field reports Develop reports, modify workflows, and add user-defined fields Automate business processes with new workflow engine for CRM Improved lead qualification and contact management How Netsense Can Help Improve Your Business Functionality?It is a new world where success relies on vital data via cross-module workflow capabilities and monitoring customers’ leads and relations – something Acumatica ERP solution can help you do in the best possible manner. Many of the companies realised that Acumatica was the system they always wanted to use to expand their company wisely with no need to depend on anything else. At Netsense, we offer an advanced Acumatica ERP system that can handle all your business processes within one system. You can schedule a free demonstration with us and see cloud-based ERP in action to make a rational decision. We assure you that you will be amazed to find world-class functionality and support in one system. Feel free to reach out to us for further queries and assistance. We’d be glad to assist you!
Acumatica released 2020 R1 in late March, revealed a multitude of new product features such as improvement in the usability, introduce power-packed new modules, best-in-class functionality, cross-connected processes, and codeless customisation. “2020 R1 is a significant product release,” said Jon Roskill, CEO, Acumatica. “We have to pause sometimes and marvel at the pace of innovation consistently delivered by our product team. Acumatica customers and partners keep clamouring for more and they get it, twice a year, with real quality.” Acumatica 2020 R1 put some light on the fact that the company is highly dedicated to developing new technologies into Acumatica product while focusing on superior user experience. The version is built on a future-centric platform with an open architecture for fast integrations, scalability, and ease of use, delivering unmatched value to small and medium-sized enterprises (SMEs). Exciting New Features in Acumatica 2020 R1 1. All-New Experience with Superior UsabilityUses Artificial Intelligence (AI) and machine learning to streamline user experience: Utilise mobile camera to make expense receipts quickly Give access to data entry screens fast with a quick add button New mobile capabilities: Record travel and break time while on service calls Enables to attach images directly to data records Ease of Reporting: Enhance performance with dashboard caching settings Give pivot table percentages calculations and individual counts 2. Eradicate Business Silos with Brand-New Native ModulesThe company understands the real complications of running a business on dissimilar systems. This is why, the experts strive to deliver robust, new native modules in 2020 R1 to allow running the whole business on one system. Take over markets with Omnichannel Commerce: Ecommerce powered business management through BigCommerce integration Allows users to automate B2B and B2C with omnichannel sales and implementation with unified back-end accounting Reduce overhead expenses and keep employees satisfied with in-house payroll: Decrease overhead expenses with Acumatica Payroll 3. Faster Growth with Best-in-Class FunctionalityIn 2020 R1, you will discover new features and enhancements in all industry editions. Acumatica ERP is designed for mid-market business expansion and offers best-in-class functionality by integrating core functions into a single business-wide software suite. Key Features for Distribution CompaniesIncrease sales and speed warehouse operations: Matrix inventory generates, tracks, and handle related products quickly. WMS involve wave and batch picking for faster implementation Key Features for Manufacturing CompaniesEnhance manufacturing operations: Monitor production and costs with native shop floor data collection Advanced planning features capable-to-promise and what-if situations Key Features for Construction CompaniesHandle more construction projects with enhanced project management tools: Streamlined project balance reconciliation Monitor project development with enhanced daily field reports including weather and photo logs Manage payments and retainage by lines in AR Key Features for International Companies International depreciation improvements support worldwide expansion 4. Tailored to your Business without Writing CodeUse online tools to create reports, alter workflows, add user-defined fields, and more without writing any code. Features include: Fast and easy data imports Modify tab orders and visibility Dynamically present field valid values Automate business workflows with a powerful, new workflow engine for CRM Add side panels to data screens to speed data entry 5. Boost Businesses with Cross-Connected WorkflowsWith the Acumatica cloud-based ERP solution, you can build end-to-end workflows, enhance productivity, and eventually strengthen your business. Features include: Enhanced lead qualification and contact management links sales with production Improved project billing based on field service activities How We Can Help?Following the recent announcements and capabilities of 2020 R1, at Netsense, we strive to explore emerging technologies and put all-in-one Acumatica ERP system to the front that ensures to drive operational efficiency and automation in your organisation. We assure you that our enterprise management solution will definitely transform the way you operate and help you thrive in a new digital world. If you’d like to discover Acumatica ERP capabilities on your own, schedule a demonstration with us today and make a smart decision to accomplish ultimate success. Don’t hesitate to contact us.
The construction industry will find something to be happy about in Acumatica’s latest release, Acumatica 2019 R1. Contractors in particular will appreciate the usability and functionality improvements benefitting their project teams. When Acumatica builds new construction functions and features into our software, we don’t do it alone. It begins with looking to our customers and partners for feedback and advice on what they want most and carries through delivering a release with optimal value. In the Acumatica 2019 R1 release, Acumatica Construction Edition includes numerous enhancements and new features across Financials, Project Accounting, and Project Management. Contractors will see enhanced features to better meet the needs of their project teams with updates to Project Issues and RFIs including the ability to add RFIs and Project Issues from within Microsoft Outlook and the newly added Drawing Logs and Project Budget Forecast. We’ve also enriched the integration to Procore, making it easier for users to seamlessly work across Procore and Acumatica. Additional enhancements include a new Commitment Inquiry filter, Project Budget Control Warnings, and a new Pay when Paid report. Acumatica Construction Edition feature details In response to customer requests to better meet the needs of their project teams, there are new features and enhancements making Acumatica Construction Edition more intuitive and easier to use. Acumatica Summit 2019 attendees were able to see some of these new features live during the Day Two Keynote. For those who missed Summit, you can download the Keynotes now. Here are new features Acumatica 2019 R1 brings to Acumatica Construction Edition: Drawing Logs: Drawing Logs enable project teams to store drawings and sketches on a project. In case of changes or revisions to the initial drawing, the team member can create a revision and attach the updated drawing(s). Drawing Logs can be linked to Request for Information (RFI) and Project Issues making it easy to provide the necessary information in order to ask questions. Project Budget Forecast: The budget forecast feature allows project teams to enter and modify project budget forecasts and compare these forecasts with the actual project costs and revenue for each financial period. Users can forecast original and revised budget amounts and quantities for existing project budget lines for financial periods on the master calendar. Each project can have multiple budget forecast revisions. In a forecast revision, a user can distribute amounts and quantities of the project budget among the selected range of financial periods to speed data entry. By using forecast data, users can create generic inquiries and pivot tables. Project Budget Control Warnings: The project cost budget control warnings notify that when costs exceed the revised budgeted amount for a specific project key (Project, Sub Job, Cost Code, Account Group). The validation is analyzed at the project key level across all detail lines with the same project key. The validation includes released commitments and change orders per project key. Please note this is Phase 1 with additional features planned for a future release. Pay when Paid: The Pay when Paid reports display paid amount including retainage, total balance, original retainage, and unreleased retainage up to the specified financial period for invoices and retainage invoices. The reports do not consider paid amounts after the specified financial period. Users can compare what was paid by the customer (AR Docs by project with paid amount) to what they owe their subcontractors/suppliers (AP Docs by project with paid amount) when selecting AP Bills to pay. And Acumatica 2019 R1 provides further enhanced features to our construction accounting software, including: Project Management Preferences has a new Due Date Calculation Type for Request for Information documents (Answer Date) and Project Issues (Due Date). The due date calculation options include Sequential Days (including weekends) and Business Days. Sequential Days (including weekends) calculates the due date by adding the specified number of days to the current date. Business Days calculates the due date by adding the specified number of days to the current date but only counts the days of the week selected on the specified Work Calendar. Project Management Classes now include a default due date for project issues and the ability to customize RFI and Project Issues priorities. Project Issue enhancements include converting a Project Issue into a Request for Information (RFI) and linking associated project Drawing Logs. Request for Information (RFI) enhancements include attaching project files to an RFI, linking project Drawing Logs, attaching drawings with a zip file when sending the RFI, and creating an “Incoming RFI” into an “Outgoing RFI”. Incoming and outgoing RFIs help project teams manage communication between upstream owners, architects, and engineers and downstream subcontractors and supplies. Commitment Inquiry has a new filter for document type on the header that allows the user to specify a specific type of commitment (subcontract or purchase order) or see all of them. Procore Integration has Improved navigation between individual mapping screens and the main mapping screen making it easier for users to seamlessly work across Procore and Acumatica. General features for the Acumatica cloud ERP community The General R1 release provides additional features that are of interest to both contractors and to the entire Acumatica community. Platform Usability Highlighting results in Inquiries provides visual clues on rows or columns of a generic inquiry based on customized conditions that have been introduced. Based on the alerts required, the system will highlight certain elements of a generic inquiry. For example, when inquiring on “opportunities”, the resulting grid can show those opportunities that have been won in green, those that have no owner in yellow, and opportunities that are late in red. Side Panel displays the details of a row on an inquiry screen. Changes to the data can be made in the side panel and the information displayed in the panel can include data or dashboard graphics without leaving the inquiry screen. In 2019 R1, significant improvements have been made to the Side Panel UI for improved usability. Improved help search via Machine Learning (ML) where inquiries made in the HELP menu inform the system what was useful and how to provide better help recommendations over time. Based on how effective the response to a natural language search has been, the system knows if
Our latest release, Acumatica 2019 R1, provides comprehensive product enhancements. Users will experience improvements to our financial management software, inventory management software, project accounting, and field service management software. Every application module of Acumatica’s cloud ERP solution has been enhanced in some way in Acumatica 2019 R1. Today, we’ll provide examples of the improvements in this new release, which were also presented at Acumatica Summit 2019 in Houston. For current customers and partners, the full set of Release Notes are available on the Acumatica Portal and a full recap of the Summit is posted. Improving application functionality and cross-connected workflows During Day Two of Acumatica Summit 2019, Acumatica CEO Jon Roskill said, “We love technology, but it’s not technology for technology’s sake. It’s technology and how we can apply it to very pragmatic problems in the real world.” This is apparent when you look at the improved functionality and cross-connected workflows that Acumatica 2019 R1 brings to the table. Below are some of these specific improvements broken down by module: Financial management Predefined list of currencies: Acumatica cloud ERP now provides a predefined list of all currencies included in the ISO 4217 standard. Financial management software users no longer need to manually enter the world currencies and their basic settings. Different Start Periods for Companies in the same tenant: Companies using Financial Management and having multiple legal entities within the same tenant can now have different fiscal year-end dates. With this functionality, an organization can accelerate implementation; simplify maintenance for companies that share vendors, stock items, and employees; run consolidated operational reports at any time; and facilitate the preparation of consolidated financial statements. Order management and Inventory Automated Warehouse Operations (WMS): Clients with medium or large warehouses typically use external inventory management software or WMS (warehouse management system) solutions for supporting standard warehouse operations with inventory items, such as picking, packaging, PO receiving, putting away, transferring, and physical counting by using barcode scanners (or mobile devices with a scanning option). Ship-to info: Multiple shipments or orders with different addresses are included in the Sales Order invoice. Project Accounting Multi-currency project accounting: Users can enter project transactions in different currencies and maintain projects in both the base currency and the project currency. With multi-currency project accounting, project managers and accountants can review actual revenues, actual costs, and committed costs in the project currency, with an ability to calculate project profitability in both the project currency and the base currency, and present costs to the customer in the customer’s currency. Project budget forecast by period: Enter and modify project budget forecasts and compare these forecasts with the actual project costs and incomes for each financial period. Users can forecast original and revised budget amounts and quantities for existing project budget lines for financial periods of the master calendar. Each project can have multiple budget forecast revisions. In a forecast revision, a user can distribute amounts and quantities of the project budget among the selected range of financial periods to speed data entry. By using forecast data, users can create generic inquiries and pivot tables. Company-Specific Financial Periods in Project Accounting: Companies using project accounting within the same tenant can have different fiscal year-end dates with this functionality. This is important for companies that share vendors, stock items, and employees. The company-specific periods are defined at the branch level. Field Services Calendar boards: With field service management software, customize the calendar board by rotating the members vs time axis. Users can change the time range to show schedules for one week or one month. The user now can also reassign an appointment from one staff member to another on a different date, viewing the agenda for a group of staff members on a particular week or month, or viewing the availability of rooms on a particular week or month. Location Tracking: Using mobile device of the service personnel, the GPS location of any location can be tracked. Generate Invoice: From the Field Service application, the service personnel can now directly generate an invoice from a service order or an appointment. Consistently improving platform usability Our applications continue to grow in functionality, are designed to transparently work together across module boundaries, and are easy to use because of our xRP platform. In every release, we improve the underlying system to improve our customers’ experience. Following are the enhancements Acumatica 2019 R1 brought to Acumatica’s cloud ERP platform. Custom color for User Interface: Ability to personalize the primary color of the company’s user interface. In addition, for multi-company or multi-branches, a different color can be specified for branch to make it easier for employees to distinguish these branches. Highlighting results in Inquiries: An option to highlight rows or columns of a generic inquiry based on conditions has been introduced. Base on the condition or formula, the system will highlight certain elements of a generic inquiry. For example, when inquiring on “opportunities”, the resulting grid can show those opportunities that have been won in green, those that have no owner can be yellow, and opportunities that are late can be red. Generic Inquiry Side Panel: The user can view the details of a row on the inquiry screen in the side panel. For sales orders, for instance, this could be the customer’s company information. Changes to the data can be made in the side panel and the information displayed can be data or dashboard graphics. In addition, fhe following improvements have been made to the side panel of generic inquiries: ability to resize the side panel and the new size saved automatically, a button has been added to maximize or minimize this panel, and side panel elements have been optimized to use window space more effectively. Improved help search via ML: In this release, Acumatica is using Machine Learning (ML) in the HELP text. Based on how effective the response to a natural language search has been, the system knows if it is serving up the correct results and adjusts. Link existing files to Acumatica entities: The ability to easily add links to the attachments that already exist in the system has been introduced. The user can add a link to the stored files right from the form
A better, more competitive construction business begins with modern construction and accounting software that provides regular updates. Acumatica Construction Edition—with new improvements from Acumatica 2020 R1—checks both boxes. What are some ways to remain competitive as a contractor? Staying current with technology is one way. Establishing remote connectivity and ensuring business continuity are other ways to keep your business running smoothly and competitively during the COVID-19 crisis. All three are possible when you implement modern cloud construction software, such as Acumatica Construction Edition, and when you adopt accounting and project management updates provided by Acumatica 2020 R1, Acumatica’s latest cloud ERP release. Acumatica 2020 R1 and Acumatica Construction Edition Now generally available, Acumatica 2020 R1 provides improved usability, functionality, and cross-connected workflows. Acumatica Construction Edition, which offers residential and commercial construction management companies a secure, mobile, and single-source cloud solution, has a number of improvements you’ll want to review and utilize. 1. AR Retainage tracking made easier Automate retainage tracking by configuring projects with stepped retainage percentages, when to decrease the retainage to the next step, and/or when to stop holding retainage. Negotiate a lower overall retainage holdback by capping the maximum retainage held to a percentage of the potential retainage and set a cap. Retainage amounts can change as your project reaches completion Ability to include change order amounts in the contract total calculation Includes stepped retainage threshold and retainage percentages Includes an option to cap retainage at a certain percentage of the overall retainage 2. Expanding capabilities with new, native payroll (Currently for US Only – Asia release soon) Acumatica Payroll enables contractors to eliminate the cost of maintaining an interface to an external payroll system and benefit from time flowing seamlessly across Acumatica financials, job costing, business intelligence, distribution, manufacturing, construction and field service. Supports salaried and hourly workers, integrated taxes and tax forms, certified wages, union wages, timecard integration, and flexible payroll periods Set up, modify, and report on payroll from anywhere, using any popular web browser Access and analyze payroll information with out-of-the-box reporting and inquiry screens 3. Extending project management Project Managers will benefit from the continued expansion of project management functionality and increased visibility to project data and documentation. Photo Logs: Photo Logs help users manage progress photos taken by field superintendents, or other employees, and associate those with projects and project tasks. Unlimited photos per log Ability to download photos to a zip file Ability to email photos Filter and Search to quickly find photos Change Orders: Change Orders have been extended to the Acumatica mobile application. Users can easily create, update and delete change orders from anywhere. Update summary information, cost budget, revenue budget, and commitments Submittals: Submittals help reduce calls back to the office and increase accuracies of the data. Gather, organize, and manage project submittals through our dashboards, and notifications to keep your project on schedule without any surprises. Supports a workflow providing the project team with clear, consistent, and easy to access project submittal details Ability to monitor reviews and approvals by always knowing the responsible parties and where the “ball in court” resides Access submittal activities with automated email capture or appointments, messages, phone calls, work items, and notes Cost Projection Entry: Allows users to forecast remaining and final costs for a project. These forecasts can be entered for specific points in time, providing a vision of costs during the project life cycle. Forecasts can be compared with the initial budget estimates, helping detect potential problems early in a project Users can create multiple revisions, as needed, creating “What-If” scenarios 4. Communications are easy with Outlook Eliminate multiple processes to update project activities with our simple, easy to use, Outlook Add-In. Now available are several new enhancements making communications even easier for Project Managers. Add emails to Project activity Add emails to existing RFI or Project Issue activity Additional criteria when creating an RFI from email 5. Offering more flexibility with Procore Integration The enhanced Procore integration makes it easy to configure and schedule the synchronization between Acumatica customers, vendors and Procore companies. Bi-directional workflow of information Automate updates between applications when convenient by setting a schedule Provides Vendor insurance certificates for compliance purposes 6. Impactful reporting Each release contains reports helping contractors run a smoother business. A new Project Bonding (Profitability) Report has been added, increasing the information available to share with outside parties, as well as providing internal visibility. The report will provide Earned Revenue, Billed to Date, Unbilled Contract Amounts, as well as Cost Incurred to Date, Calculated Cost at Completion, Current Period Costs/Billings, as well as prior year Billings and Costs. Acumatica Construction Edition for a better, more competitive business The new features and enhancements seen in Acumatica 2020 R1 ensure essential remote connectivity and business continuity during the COVID-19 pandemic. Contractors can benefit from the cloud and can learn how by attending this free webinar. Many of the features have also been at the behest of our customers. Your feedback helps make Acumatica Construction Edition—and all Acumatica modules—even more intuitive and easier to use. You can find further details on our latest release in the Acumatica 2020 R1 Overview and by downloading the Acumatica Summit 2020 Day One and Day Two Keynotes. “2020 R1 is a significant new product release,” said Acumatica CEO Jon Roskill in a recent press release. “We have to pause sometimes and marvel at the pace of innovation consistently delivered by our product team. Acumatica customers and partners keep clamoring for more and they get it, twice a year, with real quality.” If you haven’t yet implemented a quality, modern cloud construction and accounting software, then contact our team today. We’ll explain how Acumatica’s cloud-based ERP solution and Acumatica Construction Edition can help you run a better, more competitive business, even in uncertain times.
This post describes the integrated workflow between the front office and field operations provided by Acumatica’s field service management software in Acumatica 2018 R2. To best understand how closely Acumatica Field Service Edition is integrated with cloud ERP, we’ll look at a typical field services appointment. With Acumatica Field Service Edition, a field service appointment becomes an orchestrated and seamless experience. The web-based and fully mobile field service management software fully integrates with CRM, sales, inventory, purchasing, accounting, and financial reporting, which translates into increased customer satisfaction. Typical appointment with Acumatica’s field service management software Here are the steps of a typical appointment and how they look with the right field service software. Customer requests a service The field services appointment begins when one of your customers contacts your company to request a service. Whether the customer contacts you by phone or email, one of your dispatchers quickly enters the customer information, the location where the service is going to be performed, the service that needs to be completed, and any other relevant notes or instructions for the field technician. Once the appointment has been created, it’s immediately available on the mobile device of the field technician. In fact, the technician’s phone displays a list of all upcoming appointments. This list is searchable by parameters, such as a geographic area. Mobilizing the field service technician When the field technician selects an appointment from the list and clicks “View on Map,” the mobile device’s maps application will pinpoint the appointment location. The technician can immediately get directions and begin travelling. The appointment screen also has information about whom the field technician will be meeting at the appointment and displays comments from dispatch at headquarters. If the technician is delayed, he or she can simply click a button to call the customer and let them know. At the customer location After arriving, the field technician clicks “Start Appointment.” In addition to recording the appointment that is now in process, the mobile device will capture GPS data to record the exact location of the appointment. The technician can also use the device to capture pictures of the environment and equipment. Acumatica’s field service software also makes it easy to track inventory. During the course of the appointment, the technician can record in the application which inventory items they pulled from their vehicle to perform the service. This real-time inventory tracking gives your finance and accounting department the information they need to generate a bill for all items and enables your purchasing department to keep an accurate record of on-hand inventory. Completing the work in the field Once the appointment is nearing completion, the field technician can record any information that might be needed for billing (such as the person who is going to approve the service), add any relevant comments, and save the record. Getting the approver’s signature is as simple as clicking “Sign” and recording the signature on the mobile device’s touch screen. Your company may want to document the work your technician performed. Using the mobile device’s camera, your technician can take a picture of the completed work as well as anything else that might be needed for future reference. If your client requires it, your technician can also email or print them a copy of the service record. Moving on Once the service appointment is complete, the technician can travel to the next appointment or return to the home office, depending on what the schedule says on their mobile device. Meanwhile, you can choose to have a second person from your company review all the details of the appointment before officially closing it. Billing your customer With the service appointment officially closed, your finance and accounting department can now generate an invoice. Once you’ve sent the invoice to your customer, the service appointment lifecycle is complete. From customer, to dispatcher, to field technician, to finance and accounting, and back to the customer with an invoice, Acumatica Field Service Edition provides one smooth, orchestrated workflow to track all the actions you perform as you take care of your customers. Connect your systems with field service management software Acumatica Field Service Edition connects customer service, inventory management, dispatching, routing, accounting, and billing in one seamless workflow. Using the increased functionality in Acumatica 2018 R2, your staff located at office headquarters can get more done by using the application and device that best suit them, while field service workers can use applications and their mobile devices. Office staff and field technicians can stay in contact with each other and share the same information in real time. And as the Acumatica 2018 R2 press release notes, the R2 Field Service Edition also includes additional features, such as allocation and prepayment to support industries with custom items, PO and service order statuses integration, and more.
Why do businesses want to look into adding field services to their repertoire? Acumatica’s new Infographic explains. Why does your business exist? To provide a service or product that helps your customers, yes, but you’re also in business to turn a profit. You’re always on the lookout for ways to grow the bottom line, and there’s one thing you may want to consider adding to your offerings: field services. Field services, such as preventative maintenance, cross selling, and more, provide you with additional profit-making opportunities. If you already provide field services, but your field technicians don’t have the tools they need to do the job right (FinancesOnline notes that 45% of technicians report that the current tools they use in the field are not fast enough while 38% report they can’t access all the needed information), then your customers will be unhappy, and your profit will be non-existent. Acumatica’s newest Infographic explains how a well-trained team using a true cloud ERP solution with fully integrated field service software is the winning combination for business expansion. If you’re a distribution, manufacturing, or services business, modern field service management software can help automate your customer, staff, equipment, order, and inventory processes as well as their your services. It also provides your field staff anywhere, anytime access via any device. These are just some of the benefits customer M3 Technology Group experienced when they implemented Acumatica. The company, which designs, builds, and installs audiovisual and videoconferencing systems for many industries, is known for outstanding customer service and technical support. Unfortunately, they weren’t getting the same support from their legacy ERP solution, so they turned to Acumatica and Acumatica’s cloud-based ERP solution, implementing Acumatica Distribution Edition with Advanced Financial Management, Order Management & Inventory Control; Acumatica Project Accounting; and Acumatica Field Service Edition. They’re adding Acumatica Customer Management this year. As noted in the company’s customer success story, about 25% of their revenue comes from field support services. Acumatica’s cloud ERP software, specifically Acumatica Field Service Edition, helped their field service agents access up-to-date info, modify tickets, and update info on the go. M3 Technology Group sees Acumatica as the foundation for their continued growth, and Phillip Cordell, VP of Technical Operations, says, “I would absolutely recommend Acumatica to businesses not just in our industry but really in any industry. It enables us to track time and materials, expenses, generate accurate costing and analysis of where our projects come out at. Really, the cloud-based functionality means our employees are able to conduct their business anytime, anywhere.” Growth, which is tied directly to customer satisfaction, can be influenced by the services you provide and the technology you use to provide those services. Make sure you choose a cloud ERP solution that can support your field service operations from top to bottom, like Acumatica. Contact our team with any questions or to schedule a demonstration.