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Mobile Off-line entry of Service Order and Appointment


meagan59
Varsity I
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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!

Best answer by mike.gillum

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

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mike.gillum
Acumatica Moderator
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  • Acumatica Moderator
  • 92 replies
  • Answer
  • January 27, 2022

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


meagan59
Varsity I
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  • Author
  • 37 replies
  • January 27, 2022

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


Anacarina Calvo
Pro I
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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


max75
Freshman II
  • Freshman II
  • 10 replies
  • January 28, 2022

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).


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  • Freshman I
  • 22 replies
  • April 12, 2022
Anacarina Calvo wrote:

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. 


Anacarina Calvo
Pro I
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joellen53 wrote:
Anacarina Calvo wrote:

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 


sgaspar72
Jr Varsity II
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  • Jr Varsity II
  • 58 replies
  • December 8, 2022

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


Anacarina Calvo
Pro I
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Hi @sgaspar72 

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

https://community.acumatica.com/ideas/cache-appointments-for-field-service-technicians-for-offline-access-and-update-3980

In the meantime I suggest looking into the ISVs

  • OrangeKloud
  • GoFormz
  • Mobiwork

muhammadshaamel84
Freshman I

Some quick updates on the OrangeKloud Native mobile Applications that are easily customizable with No-Code.

The current Field Service App works as an extension to the the Acumatica Real Time Field Service App - however we are in the process of enhancing the capability of the OrangeKloud ISV Plug N Play Application for Acumatica Users with options to work under any conditions (Real time or Offline) as the case may be.

We are reworking on UI elements to make the experience of the App user better with seamless and automatic Data Syncs (Download and Uploads) without the user having to worry about the data download/uploads

Other OrangeKloud ISV Apps  - 

  1. Field Service (Offline for the moment)
  2. Daily Field Report (Construction Edn - Runs Offline for the moment)
  3. Sales Ordering (Offline App)
  4. Warehouse Operations (being built for both real time and Offline scenarios)

 


GlenMartin34
Acumatica Employee
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  • Acumatica Employee
  • 63 replies
  • October 28, 2024

 I have created an idea for full off-line functionality for the mobile app here: 

https://community.acumatica.com/ideas/full-offline-capability-for-mobile-app-27108

 


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