Acumatica Field Service Optimization Webinar and FREE Lunch

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Register now for a complimentary Lunch and Learn webinar and get a FREE lunch

Date: Wednesday, August 26th

Time: 10 AM PT / 1 PM ET

Duration: 1 hour

Presented by: Melissa Schumacher, ERP Applications Consultant with Clients First Business Solutions

Back by popular demand, Clients First Business Solutions is hosting another Lunch and Learn sponsored by Acumatica Cloud ERP! This a great webinar for small to mid-sized field service companies that may be outgrowing their current systems or need more automation. Our field service ERP (Enterprise Resource Planning) consultants leverage affordable modern ERP solutions to help you streamline operations, slash costs and boost profits. We will reserve time at the end of the presentation to answer your questions. Click the image below to register and get your free lunch.

We will demonstrate the following field service optimization benefits:

1. Benefits of the Mobile App

    • Appointment status and details synced with Acumatica in real-time
    • Recording inventory item usage
    • Take customer payment
    • Compatibility with phone
    • GPS/Mapping for directions
      • Microphone/Dictation for messages/comments

2. Calendar Board Scheduling

    • Real-time sync of appointment information from the Mobile App
    • Schedule workers based worker skills and the service area of a worker
    • Cloning appointments that take multiple days
    • Emailing Customer and Worker regarding the scheduled appointment

3. Equipment Tracking

    • Tracking of company equipment for billing and usage on appointments
    • Tracking of customer equipment to help facilitate conversations regarding repairs and/or replacements

4. Service Contracts

    • Dispatch appointments for recurring contracts
    • Templates to copy standard contracts to new customers

Learn how Acumatica Field Service Optimization helps you assign the right field service technician with the right parts and/or product, the right skill, at the right time and location.

Click the image below to register.

Field Service Optimization

You will receive your GRUBHUB Voucher ($35 value) before the webinar courtesy of Acumatica Cloud ERP.

Please visit our GRUBHUB guide for our Acumatica GRUBHUB lunch and learn ordering information.

We look forward to joining you Wednesday, August 26th!

Hosted by Clients First Business Solutions

What’s the Clients First difference? Our Clients First team is passionate about implementing and supporting affordable ERP solutions that deliver ROI. Congratulations to our consultants who invested in so many hours of rigorous training and testing to help us better serve our customers. We have the expertise and the methodology to smoothly implement and support Acumatica. It’s critical to invest our time to keep up with the latest technological advancements.

Industry expertise and experience

Clients First consultants have direct experience in the industries we support. The Clients First Texas and Minnesota offices are known for vertical expertise in field service, manufacturing, job shops maintenance, repair and overhaul (MRO) for aviation or heavy equipment organizations. We have customers in other industries too including make-to-order/engineering job shops, project manufacturing and wholesale distribution.

We’re an Acumatica Gold Partner, a Microsoft Gold ERP Partner and a Certified Cloud Service Provider (CSP).

Contact Us: Email:  Dallas/Fort Worth, Texas or Minneapolis/St. Paul, Minnesota or call us at 800.331.8382. We’re located in Dallas, Texas and Minneapolis, Minnesota and service companies worldwide.

In June, we hosted a very popular Lunch and Learn “Business Anywhere – Unlock and Navigate the New Normal.” If you missed the live presentation, click here to view the recording.