MYOB Acumatica lets you streamline processes to reduce response times and costs
With integrated financials, customer management, project cost tracking, service automation, and time and expense management, MYOB Acumatica provides the capabilities and features that businesses demand from services automation software.
Whether you specialize in long-term, complex projects or short turnaround jobs, you succeed by acquiring and maintaining clients while ensuring that projects/jobs are executed profitably. It all starts with managing relationships and making your deadlines. Competing on value is necessary, but the real challenge is to be better than the competition at ongoing relationship management.
Only an integrated business ERP for the service industry can provide a powerful 360-degree view of your customers’ activities, requests, and projects that your company needs to stay ahead of the competition. MYOB Acumatica can help tackle the issues of customer relations and productivity simultaneously.
MYOB Acumatica supports work-from-anywhere scenarios by providing access to your business management and mobile field service operations, from any device, anytime, anywhere, making it the ideal business management solution for operational continuity and business resilience.
Service managementEquipment managementWarranty trackingMobile service managementService contract management
Service management
MYOB Acumatica Field Services delivers a complete set of functionality for field service operations. Streamline processes to reduce response times and costs, resulting in increased revenues and customer satisfaction that ultimately give you a competitive advantage.
- The Visual Calendar Board gets the right people with the right skills to the right service or job every time
- Quickly capture service needs to shorten the time between call receipt and job assignment
- Track resource commitments, match tasks to the best available resources and generate work orders
- Optimise routes for appointments with the ability to filter appointments by several different criteria
- Configurable dashboards to ensure you are always aware of what is happening in your service operations
If your service work is part of a bigger project, the service module integrates into the Project Accounting module of MYOB Acumatica.
Equipment management
Track installed equipment owned by you or your customer for preventative maintenance scheduling and service order management.
- Maintain all details of equipment and products installed at your customers’ facilities by make and model
- Define schedules for preventative maintenance service orders and associate them will recurring maintenance schedules or contracts
Access equipment information and service history anywhere, anytime from any device.
Warranty tracking
Track warranty classes by models of equipment to prevent needless customer invoicing parts and labour when the work is covered under warranty, improving customer satisfaction.
- Establish warranty offers for your customers, specifying which parts are under warranty to avoid confusion, mischarges and objections
- Classes can be mixed on the same service order, for instance, a two-year warranty on parts and a one-year warranty on labour
- Ensure billing accuracy with multidimensional contracts (different warranty periods for different components of the system)
- Prevent needless customer invoicing of parts and labour when the work is covered under warranty
Mobile service management
Keep your staff members connected through any browser-enabled device or using the native mobile Android and Apple iOS (iPad) app. Connect your staff with mobile services where they can access routes, future appointments, customer information and last-minute updates.
- Send updated orders and appointments
- Access equipment information and service history anywhere, anytime from any device
- Enable field staff to plan for upcoming appointments and routes along with access to the information necessary for the next call, including last-minute updates
Service contract management
Recurring service contracts are a significant source of revenue. Visibility on renewal dates for each contract helps preserve the revenue.
- Create and manage multiple service schedules per customer
- Generate, project, plan and fine-tune all appointments using the Schedule Calendar Board for staff and resources
- Dashboards can alert the service team of expiring contracts
KNOWING THEIR NUMBERS BECOMES PLAIN SAILING AT DOYLE SAILS
Since 2013, Doyle Sails has worked with Acclaim to implement MYOB EXO into their New Zealand company. Helping their Group Financial Controller learn the ropes and gain confidence in the platform has led them to adopt EXO
MYOB provides greater efficiency to aid dramatic rise of unique brewery
In 2014, Tuatara Brewery was at a tipping point in its growth trajectory. Their management team grew to include marketing, sales, packaging, brewing and distribution specialists. A new Operations Manager, Hamish Allen joined and wanted to bring in changes to aid the organisations performance.
More visibility has resulted in increased confidence.
Signature Marketing supply Service Stations throughout New Zealand and Australia, with sunglasses, headwear and a range of quality mobile phone accessories. Getting a handle on stock control, and having an overview of their numbers was an important part of their choice to move to MYOB EXO.
Automatic Systems Revolutionised
HOED Research NZ has a unique business model with many moving parts. While they originally just wanted some help integrating the accounting side of MYOB EXO into their business, they were quickly sold on the benefits of automating their systems and processes. Two years down the track, they have been able to trim their team, and have greater clarity across their business.
