Field Service

Is there a configuration in the system to automatically copy and paste the start date, end date, start time, end time from the ‘Scheduled’ section to the fields of the ‘Actual’ section?  We run pretty simple that the appointments will always take place strictly the same start/end datetime as scheduled. It would be really nice if we could have a function to determine that the appointments will always take place as schedule. So that, the users don’t need to fill out the actual date/time maually. Thank you very much!  

Is it normal that we do not have any verification or notice when we create manually an equipment for a service call (serial number already exist… change the owner...already exist with another description or code, continue)?As example, we create a new equipment manually with serial number, but this equipment already exist for same owner or was register with previous owner. and system let us create the same equipment twice without any notice or verification.Is there any option that could be activate to have any kind of notice?

Hello - Any idea on how to handle aggregating information/notes from techs across multiple appointments?  We have situations where one tech may go the first day on one appointment and then two days later a different tech would go on a different appointment (to the same place) and needs to be able to see the notes/information that the first tech did?

We do a lot of service work where an appointment might branch more than one day and warrant a return visit.  In addition to that, it might not always be the same technician returning to complete the work so we need the notes/documents to roll forward.What is the best way to schedule a service order for multiple days?  Consecutive days and nonconsecutive? And what is the best way to get all the notes to aggregate so a tech can see what all was done before him?  

Hi! In service orders, on the details tab, I can’t figure out why the billable column is grayed out? I’m also admin user. The background to this is I’m not able to invoice appointments because the error tells me nothing is marked billable. I’ve also made sure on the service order type generated billing documents is set to SO Invoices.!--endfragment>!--startfragment>  

On our Service Order Type I have Require Contact selected and have Take Address and Contact Information From: set to Contact. When creating a new service order would like the Primary Contact for the Customer select to come up as default. Is this possible to do with PXDefault? If so, how?

In the Log where the technician's time is entered, a technician has regular time and double time as highlighted by the earning types. When viewed in the profitability tab, the unit cost for both entries are the same. Has anyone else had this issue or where my initial setup may have gone wrong? 

For those of you that use Acumatica Pay, do you automatically charge credit card fees of 3%? If so, what version of Acumatica can you do this with?Admin note (May 18): industry term is a ‘credit card surcharge’

Created Service contract in 2022R1 with newer Billing Type of Beginning - Period Plus and created annual billing for monthly scheduled service.The service line on the scheduled service is not showing ‘in contract’ as expected and the appointment billing will bill the service when expected to be covered by contract.Am I doing something wrong or is this a bug? 

Hi, Have you anyone migrated service contracts with a new implementation? We need to migrate service contracts but we face an issue which is if we create a service contract for a past date, and when we run billing the system creates invoices from the starting date. Since the contracts have been billed in the past, we don't want to create past invoices in the system. Does anyone have any idea about skipping invoice creation for the past period for the service contracts migrated? Best Regards,Dulanjana

Is it possible to convert sales opportunities to service contracts? It is possible to create service orders, but I don’t know how to do the same with service contracts. This would save our team 2-3 minutes per contract on 1,000’s of new contracts per year.

For many in the service industry it is important to be able to fill out inspection sheets out in the field. While there are many providers of the fillable form concept (WorkMax,FastField etc.) none of them have the ability to save the inspection sheet (usually saved as a PDF) directly to a service order or appointment on the mobile app

What is everyone using for reporting within Service to show revenue by service order?  Either report designer reports or GIs.  Our partners seem to be waffling--one day we hear that there are lots of service order profitability reports, and then we get on a call and the only thing they can show us is the Profitability tab within each service order.We want to be able to roll it up by branch, by customer class, by tech (we do have a custom field for lead tech, so there’s just one “lead” tech per service order that we would roll things up by).

We are getting more and more customers that are requiring us to upload our invoice into their third party vendor.  Too many to remember.  We have been putting a pop -up note on the customer so when a service order is created the service getting a pop up regarding the requirement for the invoice to be uploaded.  The problem is sometimes it’s weeks before the work is completed so at that point the service dept forgets that the invoice needs to be uploaded.  Has anyone figured out a easier way of flagging it on the service order or when it comes time to billing it’s not overlooked? 

We are relatively new to Acumatica and have just started using Field Service with iPads.  We quickly realized that the web version of Acumatica is much easier to use than the iPad app.  However, there is no signature capture in the web application.  Acumatica said it cannot be done in the web application.  At the veterinarian’s office a few weeks ago they were able to capture a signature in their web application EzyVet.  I spoke with EzyVet, and it is a feature that they designed.   Does anyone have any experience or suggestions for signature capture in Acumatica’s web applicaiton?  

We’re on 2024R1 (Build 24.114.0020), just finished CRP2 and trying to finalize configuration for UAT. We don’t have any developers on staff so we’re farming out customizations to our implementation partner.  My issue:We’re using field service to send techs on service orders/appointments and for some reason Acumatica does not include any pre-built roles for the service module at all. Our partner provided some FS Admin roles they had from another user, but it grants way too many privileges to a technician in both the app and online. I started going through the Role myself leaving in the ability to do stuff like add Comments or Notes,  adjust the date filter, Start/Pause/Resume, Depart/Arrive, capture a signature, enter the signature name and do expense receipts against the appt and disallowing editing of most everything else but boy, it’s miles deep!In some cases fields I can see in the DAC either are named differently or just aren’t th

How can I see where an inventory item was used? I want to be able to see what service order it was used on not just the project. Is there a way to do this?

Hello, Many of our customers require before and after pictures. Our technicians attach these pictures to an appointment.  When emailing the appointment invoice, there is no way to attached pictures or any other required documents with the invoice email.  We have to download the pictures and documents from Acumatica to our computer, and then copy them from our computer to the Acumatica-generated email as attachments.  It is very cumbersome and time consuming.  Another option might be to imbed the pictures documents on the invoice document.  I have seen invoices from other software formats that allow for imbedding pictures and documents.  This option our preference.  This would allow us to see the pictures and documents when we open the invoice instead of having to go to the appointment for the pictures and documents. Does anyone have suggestions on how to include pictures with an invoice..either imbedded in the invoice or as an attachment?Best, Gail

Hello all, Has anyone used browser version of Acumatica to collect signature? Like running the browser version on iPad then collect signature for DFR or Appointments?

We would like the ability to expose the Calendar Board to the Mobile App so we can view current staff availability when we have emergency jobs.  

We are currently using a REST API to import our images for stock items. But when we do, they show up on the second tab of the ImageURL field. Does anyone know why/how we can avoid this? This now makes our report look like there is no image within a stock item profile.Image 1: Shows no image. Image 2: After clicking Ctrl →, this is where we see the image.   

I am creating a GI that gives me service orders that were created on Saturday and Sunday or after 4pm on weekdays. What do I use for filters??? I tried @weekstart+5 and @ week start+6 to get Saturday and Sunday but it doesn’t pull anything.I don’t even know where to start for the after 4pm on weekdays.Help!?

We are just starting to configure a site for a customer that will be using service management, project management and inventory. Our service order type is set to generate project transactions upon invoice Our projects will be percentage completion billed When a service order appointment is created with inventory lines, and is invoiced, Acumatica creates an IN transactions to reduce inventory (this seems correct). However, the inventory transaction that appears on the project has no quantity or cost related to it. So while inventory is correct or job/project has not absorbed the inventory cost and is therefore incorrect.It seems silly to me that a service order tied to a pro

What is the best way to record and track employee time off so that it not only flows through payroll but also onto the appointment/scheduling board?  Any options other than creating an appointment or work order and scheduling everyone through that?

Is there a way to restrict who can re-open service orders that have been billed and closed? This will apply to appointments as well.