Acumatica ERP Solutions for Trade Contractors
We help HVAC, plumbing, electrical, roofing, and industrial service companies, bridging the gap between field operations software and their back-office systems.
Your Field Runs on One System. Your Business Runs on Another. We Help Connect Them.
Whether you’re replacing a patchwork of disconnected systems or building a better integration with the field operations software you already rely on, we help bring your financial operations, field activity, and customer data together in Acumatica.
Who We Work With
We serve HVAC, plumbing, electrical, roofing, and industrial equipment maintenance companies, as well as service-driven businesses where field work is the focus and back-office complexity is easy to underestimate.
These companies often have solid field operations tools. The gap shows up in the financials: job costs that don’t reconcile until month-end, invoicing that lags weeks behind completed work, inventory spread across multiple systems, and reporting that requires too much manual effort to be useful in the moment.
What We Hear Most Often
Companies in the trades tend to come to us with a version of the same problem. Their Field Service Management (FSM) platform runs dispatch, scheduling, and technician workflows well. But that data doesn’t flow cleanly into their accounting system. Job profitability is hard to see in real time. Payroll requires manual exports and re-entry. Inventory purchased in the field doesn’t match what’s in the books.
When a service business crosses roughly $10M in revenue or starts managing multiple crews, locations, or service lines, those gaps become harder to manage.
Two Ways We Approach This
If you're running a Field Service Management (FSM) platform
We don’t ask you to replace what’s working. Many of our clients keep their FSM platform for field operations and connect it to Acumatica for financials, inventory, and reporting. We build and manage those integrations. The goal is clean data flow in both directions, so your dispatcher and your controller are looking at the same numbers.
If you're ready to consolidate onto one platform
Acumatica includes Field Service capabilities built for service businesses. It handles scheduling and dispatch, work orders, service contracts, mobile access for technicians, inventory tracking, and integrated billing. For companies where maintaining two systems is more overhead than the specialization of a separate FSM tool, this can be a practical path.
We’ll help you evaluate which approach fits your current setup and where you’re headed.
What Changes When The Back Office Works
When job costs flow from the field into the ERP in real time, you can see which service calls are profitable and which aren’t. When invoicing happens on the day work is completed rather than days later, cash flow improves without changing how your team operates. When technician time, parts used, and customer signatures are captured in the same system as your AP and payroll, month-end stops being a reconstruction project.
None of that requires starting over. It requires the right configuration and a clean integration.
Let’s Look at Your Current Setup
If you’re unsure whether to integrate your existing FSM platform or move more of your operations into Acumatica, that’s a conversation worth having before you commit to either path. We can walk through your current workflow and tell you honestly what we think.