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Field Service

MYOB Acumatica is designed to help service-based businesses manage scheduling, dispatching, service orders, contracts, inventory, and billing—all in one integrated platform. It seamlessly connects field operations with CRM, inventory, and financials, delivering real-time visibility and efficiency from the office to the field.

Service Order Management

Scheduling, Dispatch & Calendar Boards

Mobile Field App

Equipment & Asset Management

Inventory Management

Service Contracts
& Preventive Maintenance

Time Tracking & Billing

CRM & Customer Portal

Reporting & Dashboards

  • Create, assign, and manage service orders

  • Track service type, location, priority, equipment, and technician notes

  • Automate status updates and alerts

  • Link to contracts, warranties, and customer equipment records

  • Drag-and-drop scheduling board with color-coded statuses

  • Technician skill matching and real-time availability

  • Route optimization and travel time estimation

  • Reassignment and rescheduling with conflict alerts

  • Technicians access schedules, service orders, and customer info via mobile

  • Capture time, parts used, signatures, and photos in the field

  • Real-time updates to office; online or offline operation supported

  • Track customer-owned equipment with history, warranties, and parts

  • Schedule and manage preventive maintenance

  • Manage installation, repairs, and replacements

  • Real-time visibility of technician truck stock and warehouse inventory

  • Issue and return materials from field or warehouse

  • Automate replenishment and track serial/lot numbers

  • Create recurring maintenance plans and service schedules

  • Manage contract terms, pricing, and billing cycles

  • Auto-generate service orders based on schedules

  • Capture labor, travel time, materials, and expenses

  • Generate invoices automatically from service orders

  • Support for flat rate, time & materials, and contract billing

  • Integrated with payroll and financial modules

  • View full customer history, communications, and preferences

  • Self-service portal for service requests and status tracking

  • Upsell services with linked CRM and sales workflows

  • Role-specific dashboards for dispatchers, managers, and technicians

  • KPIs for response time, first-time fix rate, technician utilization

  • Customizable reports for contracts, costs, and profitability

Key Benefits
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  • Improve first-time fix rates and customer satisfaction

  • Optimize scheduling and dispatch for better resource utilization

  • Gain real-time visibility into field operations and inventory

  • Automate billing and reduce paperwork

  • Streamline communication between field staff and the back office

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