Acumatica Cloud ERP
by Acumatica
Last updated Mar 29, 2026 · 1 revision
Cloud ERP with Field Service Edition designed for mid-market HVAC, refrigeration, and mechanical contractors
Highlights
Capabilities
Media
www.acumatica.com
About This Product
Acumatica is a cloud ERP with a dedicated Field Service Edition tailored for HVAC and refrigeration contractors. It provides FSM, automated dispatch, GPS tracking, inventory, CRM, and full accounting integration without per-user fees. Resource-based pricing makes it cost-effective for growing teams. Canadian pricing and implementation available through partners like iWi Group.
Capabilities
How this product is delivered and what's included out of the box.
- Mobile app
- Available
- Free trial
- No
- Free tier
- No
- Public API
- Yes
- Deployment
- Cloud
FSH Score Breakdown
Ease of Use 6.0
Features 9.0
Support 5.0
Value 7.0
Integrations 8.0
AI Capabilities 1.5
Customer Reviews
Features
136 features confirmed across
17categories· Showing confirmed capabilities only
Platform & Customization35features
Role-Based Access ControlRole-based accessCustom API AccessREST APIThird-Party IntegrationReal-time data syncData ImportAutomatic SynchronizationActivity StreamAutomated Document Review WorkflowsAutomatic Document TaggingAutomatic Monthly Data Backup
Show 27 more
Backup And RestoreCode and No-Code Business LogicConstruction ManagementCustomizable GUIsDashboard PersonalizationDrag And Drop Form BuilderFile TaggingFull Text SearchGeneric Inquiry Query Language (GIQL) EditorIntegrations MarketplaceManufacturing ManagementModern UINear Real-Time Access to Critical InformationProfessional ServicesReal-Time Sync of Field Data and Financial DataReal-Time System SynchronizationScheduling, Dispatch, And Project Management IntegrationUnlimited Sub UsersBack Office Data SyncReal-time data syncData ExportFull relational database exportHTTP Basic Auth and OAuth 2.0 AuthenticationDocument ManagementIntelligent Document ManagementApproval ManagementApprovalsMulti-LocationMulti-Entity EIN ManagementAudit TrailActivity StreamSingle Sign-OnOAuth 2.0Platform Development Environment for Custom Applications and Objects
Inventory Management14features
Inventory ManagementInventory ManagementPurchase OrdersOrder managementAmazon Order History ImportAuto Generate Serial and Lot NumbersAutomated Fulfillment ProcessesAutomated Order Processing and FulfillmentBill Of Materials ManagementDirected Putaway
Show 6 more
Multi-Warehouse Inventory TrackingReal Time Inventory and PricingShipping IntegrationSupply Chain ManagementBarcode ScanningMobile data captureInventory Supply and Demand Planning
Accounting Integration12features
Billable Expense TrackingCash Flow ManagementFinancial ManagementEFT Transaction ReconciliationMulti Entity Financial ConsolidationProject AccountingConstruction AccountingShopify POS IntegrationBudgetingFinancial ManagementAccounts PayableExpense receipts and claims
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Tax FilingInclusive Tax SupportAccounting IntegrationAccountingAI Bill ScanningInvoice Document RecognitionClaim Expenses
AI & Automation12features
AI SupportAI AssistantAI StudioAI Driven Workflows with TemplatesAI InsightsAI Invoice ProcessingAI Powered Monitoring to Flag and Filter Suspicious or Fraudulent ReviewsAI Powered Sales RecommendationsPII Redaction
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Anomaly DetectionAI-Powered Anomaly DetectionAutomation RulesAutomated contract workflowsAI Assisted Ticket Creation and ManagementAI Powered Scheduling and Dispatch
Reporting & Analytics11features
ReportingReportingAnalyticsTechnician utilization metricsAutomated Dashboards and System Status ReportsCustomizable Data Views and FilteringDesign Your Own ReportsFinancial Variance AnalysisReal Time Project Dashboards with Cost to Complete and Schedule VarianceUnbilled Project Revenue Aging Reports
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Goal Trackingmaterial usage trackingRole-Based DashboardsEconomic AnalysisProject Revenue Analysis
Mobile & Field Tools9features
Digital SignaturesSignature captureDigital Field Data Capture with Date, Time, and Username StampsImage UploadLink Notes And Photos To Customers, Sites, Work Orders, Or Equipmentphoto and note captureMobile Field InterfaceMobile Time Capture with Automated T&M BillingShop Floor KiosksTechnician Mobile App
Show 1 more
Digital Formsphoto and note capture
Invoicing & Payments8features
InvoicingBillingPayment ProcessingPartial Payment CaptureDigital Payment Links and QR CodesPoint of Sale (POS) SystemPromotion and Discount SynchronizationRecurring Revenue ManagementTax-Inclusive PricingQuoting And Invoicing
CRM & Sales8features
CRMCustomer ManagementContract Managementcontract managementAutomated Email Marketing for RenewalsContract and Order ManagementEcommerce ManagementMaintenance Agreement ManagerRecurring Revenue ManagementSales AutomationPromotion and discount synchronizationCase Management
Customer Communication6features
NotificationsPush notificationsCustomer SupportGeneric InquiriesMissed Calls And Voicemails Email NotificationsClient PortalCustomer PortalAutomated Status UpdatesReal-Time Remote Support and Collaboration
Technician Management6features
Automated Onboarding and Offboarding WorkflowsCompensation Structure ManagementInspection ManagementCase management with photo and voice-to-textKiosk Time ClockShop-floor kiosksTime TrackingTrackingAssociate Availability and Utilization Tracking
Scheduling & Dispatch5features
DispatchingDispatchingSchedulingappointment schedulesWork OrdersService ManagementProject ManagementTask ManagementCalendar Board
Estimating & Quoting2features
Quoting & EstimatesMobile Image UploadAdjustable Pricing Factors
Fleet & GPS Management2features
GPS Trackingreal-time GPS location trackingGeofencingGeofencing
Equipment & Asset Management2features
Asset ManagementEquipment ManagementPredictive MaintenanceSystem-level performance monitoring
Training & Education2features
Tuition Free TrainingBusiness Management & OperationsRetail and Commerce Management
Hardware Features1feature
Onboard System Monitoring that Adjusts Motor Performance
Compliance & Safety1feature
Data Encryption
Integrations 22 across 9 categories
eCommerce 5
Amazon Business
BigCommerce
BigCommerce
Magento
Netstock
Netstock
Shopify
Shopify
Productivity 4
Anthropic
Anthropic
DataSelf Analytics
Microsoft Excel
Excel
OpenAI
OpenAI
Field Service 3
BuildingConnected
BuildingConnected
Procore
Procore
WorkWave
Data & Automation 3
AWS Bedrock
Azure OpenAI Service
Microsoft Power BI
Microsoft Power BI
Accounting 2
Avalara
Avalara
Vertex
CRM 2
HubSpot
HubSpot
Salesforce
Salesforce
Payment Processing 1
Bills.com
Communication 1
Outlook
Industry-Specific 1
Pacejet
Pricing
- Model
- Subscription
- Starting at
- $1,800/mo
- Notes
- Resource/consumption-based pricing (not per-user). Cost determined by business activity volume (transactions, orders, data throughput) and activated applications. Construction Edition available. 2026 R1 update added new construction capabilities.
