Field Service Projects
Summary
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A field service job that lasts several days becomes a field service project. You can use all the features of the Acumatica Field Service Edition. The set up of service orders and reporting is a bit different but, it enables you to manage a project that consists of many major tasks where each major task has several technicians and of course parts (stock items) and service tasks (non-stock) items.
Details
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More details and a video are coming soon. In the meantime a document is given below that has main screen captures of a webinar that was given to Acumatica partners.
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The business case in the webinar is as follows:
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Big "L" Builder is building three homes. He/she is subcontracting the HVAC work to an HVAC subcontractor who uses three crews ( a crew per home)
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In each home the HVAC subcontractor needs the following:
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12 feet AC pipe
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Installation of a 12 feet AC pipe
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Air conditioner
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Install the air conditioner
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The Acumatica Field Service edition is used as follows:
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Set up a service order type: BIG L
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Set up a service order of type BIG L for each home
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In each service order, set up two appointments. An appointment consists of assigning people to line items, and of scheduling a date and time for each appointment/job.
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Appointment One that needs:
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A 12 feet AC pipe
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Installation of a 12 feet AC pipe
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Appointment Two that needs:
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Air conditioner
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Installation of the air conditioner
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The video (20 mins, 1/2021) below demonstrates the set up and use of Field Service projects.
The business case and the screen captures of the demo are given in the PDF below.