Solved

Mobile Off-line entry of Service Order and Appointment

  • 27 January 2022
  • 8 replies
  • 437 views

Userlevel 3
Badge

We are looking for a solution to be able to enter and edit Service transactions when there is no internet or wifi available. Our customer’s service techs are often working in cooler where it is very difficult to get service on their mobile devices.

Any guidance is greatly appreciated!

icon

Best answer by mike.gillum 27 January 2022, 22:26

View original

8 replies

Userlevel 5
Badge +1

Hello @meagan59 

We do have this capability on our roadmap. In the meantime, we do have an ISV partner that provides offline capabilities for our Field Service module. Here is a link to it on the Acumatica Marketplace:

https://www.acumatica.com/acumatica-marketplace/orangekloud-offline-field-service-app-for-acumatica/

Here is a snippet of what this integration offers. You will also find additional information, videos and screengrabs on that page. 

Orangekloud Offline Field Service App for Acumatica

The Field Service Engineer using Orangekloud Offline Field Services App can download all the relevant Master Data from Acumatica using the published Acumatica APIs onto his mobile device and then continue to work in Offline mode. He is able to view all the Customer Appointments allocated to him by the Acumatica backend Administrator. He can also add and delete line types like services, non-stock items, Inventory items and reference notes as well as attach pictures and generate a standard service report which is saved as a PDF. The Engineer is also able to view the history of past downloaded appointments by customer and equipment’s respectively. He can also add and replace Target equipment’s during the appointments. Finally uploading the completed appointment back to Acumatica when online.

Kind Regards,

Mike Gillum

Userlevel 3
Badge

Thank you @mike.gillum. I will pass this along to my customer.

Userlevel 6
Badge +4

Hi @meagan59 
Another ISV that is currently developing an offline mobile app solution for Acumatica’s Field Service is called Heuristyc. Their solution is still in Beta but you can also check it out.
Here is a link to their Acumatica Marketplace:  https://www.acumatica.com/acumatica-marketplace/heuristyc-development-and-integration-services/

Here is a link to their website https://heuristyc.com/

Regards,

Anacarina

Userlevel 1

Just a quick thought.

Export Service Report With Fields to PDF - EMAIL TO TECH.

EXPORT EXCEL SHEET - Execute offline in Excel mobile or other. 

Reupload Excel Sheet Against detail service line (relevant field to be properly populated from above export).

Userlevel 2
Badge

Hi @meagan59 
Another ISV that is currently developing an offline mobile app solution for Acumatica’s Field Service is called Heuristyc. Their solution is still in Beta but you can also check it out.
Here is a link to their Acumatica Marketplace:  https://www.acumatica.com/acumatica-marketplace/heuristyc-development-and-integration-services/

Here is a link to their website https://heuristyc.com/

Regards,

Anacarina

Any additional update on this one?  Just looking for all options out there. 

Userlevel 6
Badge +4

Hi @meagan59 
Another ISV that is currently developing an offline mobile app solution for Acumatica’s Field Service is called Heuristyc. Their solution is still in Beta but you can also check it out.
Here is a link to their Acumatica Marketplace:  https://www.acumatica.com/acumatica-marketplace/heuristyc-development-and-integration-services/

Here is a link to their website https://heuristyc.com/

Regards,

Anacarina

Any additional update on this one?  Just looking for all options out there. 

 

Hi @joellen53 
I understand they are still on Beta phase but you can contact them directly for more information and to schedule a demo https://heuristyc.com/#contact-section 

Userlevel 3
Badge +1

Does anyone know if there are any updates about this feature being added to the Acumatica roadmap?  We have clients asking about this regularly. 

Userlevel 6
Badge +4

Hi @sgaspar72 

The idea is still under Future Consideration. Here is the idea to vote and follow: 
 

In the meantime I suggest looking into the ISVs

  • OrangeKloud
  • GoFormz
  • Mobiwork

Reply


About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved