Your responsibility may continue long after a product has been manufactured and installed. Pinnacle helps you use Acumatica to connect:
- Customers
- Equipment
- Service agreements
- Appointments
- Engineers
- Parts
- Billing
- Customers
- Equipment
- Service agreements
- Appointments
- Engineers
- Parts
- Billing
Connect your service team with the full customer history
Supporting complex equipment is difficult when the information needed to solve a problem is split across paper records, spreadsheets and individual inboxes.
The service desk needs to know what the customer owns, what is covered, what happened before and which parts may be required. The engineer needs clear instructions. Finance needs complete information for billing.
Pinnacle can bring that process together in Acumatica.
Problems Pinnacle can help you fix
Service teams cannot see the equipment history
Without a reliable record, engineers may repeat earlier checks or arrive without the right information. Pinnacle can connect the customer with installed equipment and its service history.
Appointments are difficult to plan
Manual scheduling makes it harder to match urgency, location and skills with available engineers. Pinnacle can give dispatchers a clearer view of work and resources when arranging visits.
Engineers arrive without the right parts or details
Missing information can lead to a second visit and a frustrated customer. Pinnacle can improve the flow of job details, equipment history and parts information from the office to the field.
Paperwork delays job completion and billing
Paper service sheets must be returned and entered before the office knows what happened. Pinnacle can support faster capture of time, parts and work completed, allowing jobs to be closed and billed sooner.
Contract cover is difficult to check
Teams may not know whether work is covered by a warranty or service agreement. Pinnacle can make the relevant customer and contract information available during the service process.
Service performance is unclear
Managers need to understand response times, repeat visits, costs and profitability. Pinnacle can create dashboards and reports using connected operational and financial information.
Managing service from first call to final invoice
Pinnacle can help you create a joined-up service process that supports your customers and protects your margin. This can help you keep a clear record of customers and installed equipment, manage service agreements and warranties, schedule and dispatch field engineers, give field teams access to useful job information, record time, parts and completed work more quickly, connect service activity with inventory and finance, improve response times, billing and performance reporting.
Shape servicing around your customers
Pinnacle looks at the full service journey, from the first customer contact to resolution and billing. We configure Acumatica to support your team, your equipment and the promises you make to customers.
Making after-sales service easier to manage
Talk to Pinnacle about the scheduling, information or billing gaps affecting your service operation.
Discover the freedom that Acumatica brings
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