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 R1.

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
• Configure 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
• Quickly create appointments
• Quickly process appointments
• Use resource equipment in appointments
• Bill appointments
• Process quotes
• Perform basic appointment processing in the Acumatica mobile app