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English
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English
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AcumatiCares
Canada (English)
Colombia
Caribbean and Puerto Rico
Ecuador
India
Indonesia
Ireland
Malaysia
Mexico
Panama
Peru
Philippines
Singapore
South Africa
Sri Lanka
Thailand
United Kingdom
United States
Crew Activity Management
The enhancement provides the ability to create service orders & appointments from sales
order entry for model equipment or service type order lines taking into account skill &
license setting & availability of technicians. Employees clock-in & outs are tracked for
created tasks using templates defined. Added dashboard & automated alerts display
status of each task (& project) comparing planned VS actual due dates and work hours.
Key features
- Ability to create service orders and appointments directly from sales order entry using the added Create Service and Appointment action.
- Option to prevent the creation of Services transactions, or to warn the user if the selected technician is not available on selected days or doesn’t have the skill set and license required for the work.
- The option to create repeating appointments based on set frequency.
- STREAMLINE GENERATION OF SERVICE ORDERS AND APPOINTEMENTS
- GENERATION OF CRM TASKS BASED ON PROJECT TEMPLATES
- Ability to create CRM tasks and activities based on templates.
- Ability to setup number of hours and duration by each task.
- Creation of alerts on status of each task.
- ACCESS CALENDAR BOARD DIRECTLY FROM SALES ORDER
- Ability to access the Calendar Board directly from the sales order.
About Information Integration Group
Information Integration Group, Inc. (IIG) has over 25 years of experience advising and supplying small and medium sized businesses with the proper ERP systems and custom software solutions to fit their company’s needs. We have a talented group of consultants and professionals that can take a comprehensive look at the needs of your business and make sound recommendations based on their findings. Contact us today to get started and take advantage of Cloud solutions to grow your success. We specialize in Acumatica as well as the corresponding Software Enhancements known as Acuboost.
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