Epicor Kinetic document automation for field service and equipment companies

For field service and equipment companies, parts invoices, equipment POs, and service quotes shuttle between the field and the office and get re-keyed before billing or dispatch. DynamoDocs captures each of those documents from a monitored mailbox or upload, reads every field with AI (no per-vendor template), codes it to the right work order and equipment or unit, and posts it into Epicor Kinetic through the Epicor Kinetic REST API. Connects through the Epicor Kinetic REST v2 services, cloud or on-prem, with no custom BPM to maintain. Clean documents post automatically; only exceptions reach a person, so billing and dispatch stop waiting on re-keyed parts and equipment paperwork.

It becomes an AP invoice in Epicor Kinetic, coded to the right work order and equipment or unit, with header and line-item fields validated before anything posts. Posts AP invoices, sales orders, and quotes against your Epicor company and site. A visual field-mapping engine shapes the record into exactly what Epicor Kinetic expects, so nothing is retyped and nothing posts half-filled.

Yes, that is the point. Each document is coded to the right work order and equipment or unit from your rules and vendor or customer history, so records arrive in Epicor Kinetic already coded instead of waiting on a clerk. Anything that fails a rule is flagged field-by-field for a quick fix, which keeps Epicor Kinetic clean and billing and dispatch stop waiting on re-keyed parts and equipment paperwork.

Purchase orders become a sales order and RFQs become a quote in Epicor Kinetic, with every line, parts and component invoices included, read and validated first. Matches your part numbers, customers, and suppliers, including the abbreviated codes common in long-running Epicor installs.

Keying one document into Epicor Kinetic typically takes 5–10 minutes and costs $2–$6 in labor, before the cost of fixing mis-coded work order and equipment or unit. DynamoDocs does it in seconds and only flags exceptions, which commonly cuts document-handling labor by 80–95% while billing and dispatch stop waiting on re-keyed parts and equipment paperwork.