Acumatica ERP Professional Services

Do you want to make real-time data decisions, and efficiently respond to new requests, all while staying within your budget? With the help of Acumatica ERP professional services firm can continue to thrive and avoid the headaches of yesterday. CAL Business Solutions has experience helping IT services, HVAC, specialty construction companies, and more types of businesses find the right ERP for their needs.

Acumatica is a cloud-based system that provides you with a comprehensive set of tools to manage your projects, resources, finances, and customers. It is flexible, scalable, and customizable, allowing you to choose the modules and features that suit your business goals and challenges. It also integrates with other applications and platforms, giving you a seamless and connected experience across your entire organization.

In this blog post, we will show you how Acumatica ERP can help you overcome some of the common pains that professional services firms face, such as:

  • Lack of visibility and control over project status, costs, and profitability
  • Inefficient and error-prone manual processes and data entry
  • Difficulty in meeting customer expectations and deadlines
  • High IT costs and security risks
  • Limited mobility and collaboration

We will also share some success stories of how other professional services firms have used Acumatica ERP to improve their productivity, efficiency, and customer satisfaction.

Professional service firms face unique challenges and needs in today’s market. Firms operate in a time-sensitive and service-oriented environment, managing the supply chain of services, which involves managing cash, staff, and the firm itself, is a critical aspect. The larger your business grows the more these challenges can require time-consuming solutions. Through our help and implementation of Acumatica ERP, those challenges are resolved sooner and with less hassle.

CAL Business Solutions has more than 35 years of experience working with ERP software, including Acumatica ERP, and determining which one is the right fit for each business’s needs.

What is Acumatica ERP?Acumatica The Cloud ERP

Acumatica ERP is a comprehensive service management ERP application designed to cater to businesses of various types and sizes. It integrates with other applications to provide a complete solution across financial management, customer management, service management, staff management, and automated field services operations. These features are beneficial to any type of professional services firm. Here is a look into those features:

Financial Management: Acumatica ERP provides a complete view of project-related costs, helping to streamline operations. It offers real-time visibility into financial performance, making it easier to make informed decisions based on accurate and up-to-date financial data.

The software turns complex expenses into simple ones with configurable processes, anytime access including mobile, and a future-proof program. Month-end can just be another day of the month by reducing workloads and closing books quicker. There is no need to worry about legacy data either as Acumatica ERP migrates Accounts Receivable and Accounts Payable historical data from your legacy data without affecting the general ledger. It not only helps with internal finances but benefits the management of customers.

Customer Management: Acumatica ERP offers a 360-degree view for complete monitoring of financial, marketing, sales, and service. It enables businesses to quickly capture service needs, get them assigned faster, and track progress in real-time. Efficient scheduling drives increased revenue and improved customer satisfaction. Having a CRM-ERP integration not only does this but provides:EPR Professional Services CRM

  • Streamline events and lead management
  • Linking quotes and sales orders to opportunities automatically
  • Optimization of contact management
  • Personalized dashboards and the utilization of future-proof reporting tools
  • Prioritizing your customer requests and responding to them quickly
  • And more.

This comprehensive solution to your customer management needs doesn’t stop there. Acumatica ERP extends this comprehensive solution to service management needs as well.

Service Management: By connecting with other applications for construction, manufacturing, and distribution, Acumatica ERP provides a comprehensive solution. It enables organizations to quickly capture service needs, get them assigned faster, and track progress in real-time.

Features include appointment schedules, contract management and a full-featured mobile application for wholesale distributors, service-driven businesses, manufacturers, and construction companies for installation, deliveries, or remote service operations.

“The implementation of Acumatica allows us to look at our metrics on a day-to-day, real-time basis. We can see what our operational impacts are, which allows us to make better decisions during this chaotic time. None of that was possible with our prior systems.” – Bryan Mullen, SVP Shared Services – Lifeway Mobility

Staff Management: Acumatica ERP can help reduce staffing costs and increase accuracy with a complete payroll management solution for your entire company. Reducing payroll headaches, streamlining taxes and reporting, and saving time & resources. Some of features within Acumatica ERP’s staff management sector includes:

  • Pay groups
  • Employee classes
  • Tax rates
  • Payroll attributions
  • Overtime rules
  • Deduction and benefits
  • And more.

It allows you to leverage construction-ready payroll capabilities, which are immediately available in your projects and enable you to manage labor and payroll costs and support certified payroll, unions, and prevailing wages. Within this feature and across Acumatica ERP’s capabilities you can automate multiple tasks including field services operations.

Automating Field Services Operations: Acumatica ERP helps in automating field services operations. It allows businesses to maximize the usage of their technicians, equipment, and fleet, get to jobs faster by optimizing routes, take the headaches out of managing warranties for parts and service, and deliver best-in-class services that delight customers.

Streamline dispatching, reduce response times, and minimize costs with the Acumatica Field Services module that works with CRM, sales, inventory, purchasing, accounting, and financial reporting.

The company, Fidelux highlighted that after switching to Acumatica they had a flexible inventory module able to adapt to their needs, and the intuitive system allowed for lower support costs.

These features make Acumatica ERP a powerful tool for professional services firms, helping them navigate the complexities of their industry, manage their resources more effectively, improve their overall performance, and future-proof their operations.

How Acumatica ERP Gives a Competitive Edge

Acumatica ERP can help professional services firms navigate the complexities of their industry, manage their resources more effectively, and improve their overall performance. For instance, an award-winning digital media firm centralized its global operations on Acumatica Cloud ERP, gaining a single connected solution, allowing it to seamlessly add acquisitions and grow.

Acumatica ERP is more than just a software solution. It is a strategic partner that can help professional services firms gain a competitive edge in their market. We are no strangers to successes for clients in the professional services industry. Read more about success stories here.

Learn more about what Acumatica can do for your business.  Discover more by visiting and contacting us today.

By CAL Business Solutions Inc., Connecticut Acumatica & Microsoft Dynamics GP / 365 BC Partner,