By completing this course, you will have an understanding of how to configure the basic service management functionality and how to work with service orders and appointments by using the system. The current version of the course is valid for Acumatica ERP 2025 R2.

Through the examples, you will learn how to perform the following tasks in Acumatica ERP:

• Implement basic service management configuration
• Create service order types
• Create service classes and services
• Create staff members
• Set up staff work schedules
• Configure licenses and skills for services and staff members
• Create billing cycles and assign them to customers
• Create and manage resource equipment
• Create and process service orders with one appointment
• Create and process service orders with multiple appointments
• Create appointments without first creating a service order
• Create skill-matching appointments from the calendar
• Bill appointments in one click
• Add resource equipment in appointments
• Bill appointments
• Create quotes
• Get a quick view of the Acumatica mobile app