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Field Service Survey

  • Jun 13, 2024 3:55 AM UTC
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Semi-Pro III
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Hi All,

When providing service, technicians must answer a set of questions regarding the equipment's condition or the service provided.

Once completed, the answers will be sent to the customer as a report

I have seen some posts about the Acumatica Survey. However, this feature has been built like a form, that will be sent out to collect feedback and it doesn't work for people using Field Service.

So I question how the other companies are using the Field Service Feature facing this issue.

Are there any solutions for the Field Service Survey? because this is not a special business process.

Best regards,

Yên Chi

 

Best answer by vdiaz

Hi! 

As far as I am aware, the functionality you would need, is not available on plain Acumatica. 

Maybe a solution like this would help:

I suggest you to check out the Acumatica marketplace for other similar solutions. 

 

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5 replies

vdiaz
Acumatica Moderator
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  • vdiaz
  • Acumatica Moderator
  • Answer
  • Jun 23, 2024 7:31 PM UTC

Hi! 

As far as I am aware, the functionality you would need, is not available on plain Acumatica. 

Maybe a solution like this would help:

I suggest you to check out the Acumatica marketplace for other similar solutions. 

 

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Valentina
    milindau40
    Freshman I
    • milindau40
    • Freshman I
    • Mar 24, 2026 10:29 AM UTC

    Hi ​@Christine did you find a solutions for this? 

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    Semi-Pro III
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    • Christine
    • Author
    • Semi-Pro III
    • Mar 24, 2026 10:50 AM UTC

    Hi ​@Christine did you find a solutions for this? 

    we go with another software at the end. As the field service module from Acumatica is not build with Survey yet, and as our above case, the intergrated application still need more customize.

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      milindau40
      Freshman I
      • milindau40
      • Freshman I
      • Mar 25, 2026 2:19 AM UTC

      Hi ​@Christine did you find a solutions for this? 

      we go with another software at the end. As the field service module from Acumatica is not build with Survey yet, and as our above case, the intergrated application still need more customize.

      If you're ever revisiting this, SurveyFill.com has a native Acumatica integration. Technicians complete surveys tied directly to service appointments, and the responses compile into a report you can send to the customer. No separate system, no manual export.

      It covers exactly the workflow you described. Worth a look before committing to a full software switch.

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        Semi-Pro III
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        • Christine
        • Author
        • Semi-Pro III
        • Mar 25, 2026 4:10 AM UTC

        Thanks ​@milindau40 I will have a look at that

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