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 5.0
Features 8.0
Support 5.0
Value 6.0
Integrations 8.0
AI Capabilities 1.5
Features
166 features confirmed across
16categories· Showing confirmed capabilities only
Platform & Customization40features
Activity StreamActivity StreamApproval ManagementApprovalsAutomatic Document TaggingAutomatic document taggingConstruction ManagementConstruction ManagementDocument ManagementDocument ManagementFile TaggingFile taggingManufacturing ManagementManufacturing ManagementModern UIModern UI
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Professional ServicesProfessional Services ManagementRole-Based Access ControlRole-based accessScheduling, Dispatch, And Project Management IntegrationService ManagementThird-Party IntegrationAutomated product information syncUnlimited Sub UsersUnlimited usersCustom API AccessREST APIBack Office Data SyncAutomatic SynchronizationData ImportAutomatic SynchronizationFull Text SearchFull-Text Inventory SearchIntegrations MarketplaceEnterprise-wide integrationAutomated Document Review WorkflowsAutomatic Monthly Data BackupDashboard PersonalizationReal-Time Sync of Field Data and Financial DataReal-Time System SynchronizationCustom FieldsUser-Defined Fields (UDF)Near Real-Time Access to Critical InformationReal-time, bi-directional data flowDrag And Drop Form BuilderDrag-and-drop calendar featuresMulti-Company ManagementMulti-Entity EIN ManagementData ExportFull relational database exportHTTP Basic Auth and OAuth 2.0 AuthenticationGeneric Inquiry Query Language (GIQL) EditorGeneric Inquiry Query Language (GIQL) Editor with autocompleteCode and No-Code Business LogicLow-code/no-code customizationData TaggingFile taggingCustomizable GUIsDashboard PersonalizationBidirectional Data ConnectionOnline and offline order synchronizationBackup And RestoreAutomated backup serviceMulti-LocationMulti-Entity EIN ManagementDesign CollaborationReal-time CollaborationAudit TrailActivity StreamSingle Sign-OnOAuth 2.0Platform Development Environment for Custom Applications and Objects
Inventory Management19features
Inventory ManagementInventory ManagementAutomated Fulfillment ProcessesAutomated fulfillment processesPurchase OrdersPurchase Order ManagementSupply Chain ManagementDistribution ManagementWarehouse ManagementWarehouse ManagementMaterial Requirements Planning (MRP)Material Requirements Planning (MRP)Multi-Warehouse Inventory TrackingIn-transit inventory trackingExpiration Date TrackingLot and Serial Tracking
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Amazon Order History ImportAuto Generate Serial and Lot NumbersBill Of Materials ManagementDirected PutawayReal Time Inventory and PricingShipping IntegrationAutomated Order Processing and FulfillmentOrder processing for FBA and FBM salesReal Time Inventory and Pricing Visibility Across Multiple ERPsCommerce ConnectorsMaterial Order, Release and Tracking for Delivery or Pick Up at a Local BranchInventory and expense management from the fieldBarcode ScanningMobile data captureInventory Supply and Demand Planning
Accounting Integration14features
Accounting IntegrationAdvanced Financial ManagementAutomated PayrollMobile PaystubsCash Flow ManagementFinancial ManagementEFT Transaction ReconciliationEFT Transaction ReconciliationProject AccountingProject AccountingAccounts ReceivableJournal EntriesBillable Expense TrackingBudgetingFinancial Management
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Accounts PayableFinancials and Flexible BillingTax FilingInclusive Tax SupportMulti Entity Financial ConsolidationMulti-Entity & Intercompany AccountingShopify POS IntegrationShopify POS transaction import and integration with in-store salesAI Bill ScanningInvoice Document RecognitionClaim Expenses
AI & Automation14features
AI StudioAI StudioAI SupportAI AssistantAutomation RulesAnomaly DetectionAI-Powered Anomaly DetectionAI InsightsAI Powered Monitoring to Flag and Filter Suspicious or Fraudulent ReviewsAI Powered Sales RecommendationsAI Driven Workflows with TemplatesAI-powered workflows
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AI Invoice ProcessingAI-powered invoice document recognitionNo Code Workflow AutomationAI Studio for workflow automationAI Assisted Ticket Creation and ManagementService Request ManagementConfigurable WorkflowsLow-code/no-code customizationPII RedactionAdvanced encryption for PII protectionAI Powered Scheduling and Dispatch
Reporting & Analytics11features
AnalyticsReportingRole-Based DashboardsPersonalized DashboardsUnbilled Project Revenue Aging ReportsUnbilled Project Revenue Aging reportAutomated Dashboards and System Status Reportsdrill-down reports and dashboardsCustomizable Data Views and FilteringDesign Your Own ReportsFinancial Variance Analysis
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Real Time Project Dashboards with Cost to Complete and Schedule VarianceGoal Trackingmaterial usage trackingEconomic AnalysisProject Revenue Analysis
Mobile & Field Tools11features
Digital Field Data Capture with Date, Time, and Username StampsMobile time captureDigital SignaturesSignature captureImage UploadMobile Image UploadMobile Field InterfacePersonal Mobile WorkspaceMobile Time Capture with Automated T&M BillingTime ReportingTechnician Mobile Appmobile applicationLink Notes And Photos To Customers, Sites, Work Orders, Or Equipmentphoto and note captureShop Floor Kiosks
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GPS and Barometer Integration for Location AnalysisMobile Navigation TabsDigital Formsphoto and note captureField CollaborationField and Office Collaboration
Invoicing & Payments10features
InvoicingBillingPayment ProcessingPartial Payment CaptureRecurring Revenue ManagementRecurring Revenue ManagementDigital Payment Links and QR CodesPayment Links with Line-Item AttachmentsTax-Inclusive PricingPoint of Sale (POS) SystemIntegration with Shopify POS transactionsCustomizable Flat Rate Price Books CreationFlexible billing optionsQuoting And Invoicing
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Promotion and Discount SynchronizationPromotion and discount synchronizationPoint of SaleRetail and Commerce Management
Technician Management9features
Requisition ManagementRequisition ManagementTime TrackingMobile time trackingAutomated Onboarding and Offboarding WorkflowsKiosk Time ClockShop-floor kiosksCompensation Structure ManagementCompensation TransparencyInspection ManagementCase management with photo and voice-to-textLicense ManagementExpense ManagementTraining CoursesIndustry editions
Show 1 more
Associate Availability and Utilization Tracking
CRM & Sales9features
CRMContract and Order ManagementService Order ManagementContract Managementcontract managementEcommerce ManagementRetail and Commerce ManagementAutomated Email Marketing for RenewalsCase ManagementCase ManagementMarketing ToolsMarketing AutomationMaintenance Agreement ManagerRecurring Revenue Management
Show 1 more
Sales AutomationAutomated fulfillment processes
Scheduling & Dispatch7features
DispatchingDispatchingSchedulingPreventive Maintenance SchedulingWork OrdersField Service ManagementCalendar BoardCalendar BoardOnline BookingAppointment schedulingScheduling OptimizationAdvanced Planning and SchedulingProject Management
Customer Communication6features
NotificationsMobile Push NotificationsCustomer SupportGeneric InquiriesMissed Calls And Voicemails Email NotificationsAutomated Status UpdatesAppointment Status TrackingClient PortalCustomer PortalReal-Time Remote Support and Collaboration
Equipment & Asset Management4features
Asset ManagementEquipment ManagementLive MonitoringContinuous metric monitoringReal-Time System Data MonitoringSystem-level performance monitoringPredictive MaintenanceSystem-level performance monitoring
Compliance & Safety4features
Data EncryptionHIPAA CompliancePII encryption and privacy complianceIncident ManagementService ManagementRisk IdentificationFraudulent order hold management
Training & Education4features
Tuition Free TrainingTraining Request and AccessUnlimited user accessBusiness Management & OperationsFree professional training optionsBuilding Automation & ControlsProfessional Services Management
Estimating & Quoting2features
Quoting & EstimatesMobile Image UploadAdjustable Pricing Factorsattribute-based pricing
Fleet & GPS Management2features
GPS Trackingreal-time GPS location trackingGeofencingGeofencing
Integrations 23 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
Accounting 3
Avalara
Avalara
AvidXchange
AvidXchange
Vertex
Field Service 3
BuildingConnected
BuildingConnected
Procore
Procore
WorkWave
Data & Automation 3
AWS Bedrock
Azure OpenAI Service
Microsoft Power BI
Microsoft Power BI
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.
