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NetSuite for Field Service

NetSuite provides a powerful field service solution that can help businesses improve productivity, reduce costs, and increase profitability while enhancing customer service. If you are looking for a solution to help you optimize your field service, you should consider the NetSuite ERP system.

NetSuite cloud based field service solution

  • A real-time overview of your entire business
  • Drag and drop schedule board
  • Inventory management
  • Mobile app for improved field mobility
  • 360-degree customer view
  • Real-time job status tracking
  • Asset management with service history
  • Real-time reporting and analytics
  • Enhanced cash flow with on-the-job authorizations and invoicing
  • Improved customer engagement and referrals
  • No third-party integrations
Field service is an important part of the operations for many companies across various industries. It involves being able to provide service and support to customers in the field, such as installations, maintenance, or repairs.
NetSuite offers a fully integrated Field Service Management application that helps businesses increase productivity, reduce costs, and enhance customer satisfaction.
xperitus consultants have extensive industry knowledge within Field Service. This, combined with their long-standing experience in ERP systems, has proven to be one of the key success factors for a successful ERP implementation.

Field Service Management

Field Service Management consists of the modules Mobile App and Scheduler, both of which offer a range of features to help your company automate processes and workflows.
NetSuite for Field Service
NetSuite for Field Service - Scheduler
Scheduler

The Scheduler helps streamline resource management and work orders. The solution offers the following features:

  • Assign the right job to the right technician - every time. Schedule individuals and teams (groups).
  • Schedule jobs based on technician skills, proximity, and availability with real-time status and location updates.
  • Enhance on-site efficiency by providing technicians with full insight into all job details.
  • Provide immediate assistance from the office by mirroring what is visible on the technician's mobile app.
Mobile App

The Mobile App provides technicians with access to all the information they need to perform their jobs, including job descriptions, history, and spare parts. At the same time, technicians can report all completed work, material consumption, etc., in real-time.

This can help technicians work more efficiently, reduce the number of trips, and provide better service to customers. The mobile app also simplifies communication and collaboration between field technicians and administrative staff.

  • Giving field technicians direct access to all historical data and complete job insights improves efficiency on-site.
  • Increasing the number of completed repairs on the first visit reduces the number of service vehicles.
  • Reducing the number of calls to the office by providing full access to customer and facility history.
  • Improving compliance and efficiency by simplifying administration with customized checklists and forms.
  • Expediting cash flow by verifying work in the field with digitally captured photos and signatures.
  • Reducing inventory losses and improving spare parts availability with the ability to manage inventory from the field.
  • Maintaining positive customer relationships by automating approvals in the field.
NetSuite for Field Service - Mobile app

Solutions for Field Service in NetSuite

Scheduling
  • Low resource utilization
  • Limited resource overview
  • Repeated calls and follow-ups
  • GPS tracking and a dynamic scheduling board speed up response time and optimize resource utilization.
  • Reduced scheduling time
  • Increased productivity
Field Inventory
  • Inventory loss and waste
  • Low first-time fix rate (FTFR)
  • Expensive spare parts
  • Supply chain delays
  • Billing issues leading to missed/delayed revenue
  • Management and tracking of field inventory directly in NetSuite reduce inventory losses, improve field inventory visibility, and increase the first-time fix rate (FTFR).
  • Reduced inventory write-downs
  • Decreased waste
  • More successful first-time repairs
  • 100% inventory visibility
Manual Work
  • Delays due to paperwork
  • Manual data processes
  • Handling customer disputes
  • Fully digitized work instructions and reporting reduce administration and improve the customer experience.
  • Reduction of unnecessary customer credits
  • Increased productivity
  • Enhanced efficiency
  • Fewer customer disputes
Asset Management and Customer Engagement
  • No asset history in the field
  • Time spent calling for more information
  • Extra work
  • Capturing and accessing asset history and customer information directly in NetSuite helps technicians diagnose and resolve problems faster, which in turn improves communication with customers.
  • Improved customer experience and communication
  • Faster issue resolution
  • Reduced repair time
  • Increased efficiency
Compliance and Safety
  • Non-digital record-keeping poses business risks
  • Inability to maintain compliance
  • Safety risks to technicians, customers, and the public
  • Fully digitized compliance and safety forms combined with workflows and implementation guidelines enable compliance and can, in some cases, reduce insurance premiums.
  • Improved compliance
  • Faster implementation of new work forms
  • Improved quality
  • Reduced insurance premiums
IT Operating Costs
  • Incompatible systems
  • High cost of managing integrations/connections
  • Resource-intensive system management
  • The Field Service Management module is fully integrated into NetSuite. No integrations or connections are required. One system for all business management eliminates additional costs.
  • Reduced IT costs
  • A fully integrated and flexible platform that supports business growth
Reporting
  • Slow decision-making
  • Poor resource planning
  • Lost revenue due to customer retention issues
  • Slow reporting due to inaccessible data in various systems
  • NetSuite offers a fully integrated platform that enables insights and analysis via dashboards to drive and accelerate decision-making, planning, and reporting.
  • Eliminated reporting gaps
  • Increased efficiency
  • Improved data integrity
  • Real-time reporting and decision-making

Key Benefits

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Enhanced Service

Industry-leading management of customer relations improves the business’ overall service management.
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Simplified Planning

Adaptable applications facilitate and improve the planning of financial goals.
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Valuable Insights

Integrated business intelligence that gives Field Service companies increased and valuable insight into the business operations.

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Effective

Internet-of-things allows services, employees and processes to interact with each other seamlessly.
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Reduced Costs

Streamline the entire manufacturing process and spend less time on administration.
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Increased Quality

Reduce errors in all business operations.

Get In Touch

Feel free to contact us for more information about how our services and products can help your specific business.