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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.
Field Service Management consists of the modules Mobile App and Scheduler
NetSuite for Field Service
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 offers a fully integrated Field Service Management application

Solutions for Field Service in NetSuite

Scheduling
  • Low utilization levels
  • Limited visibility of resources
  • Repeated calls and follow up 
  • GPS tracking and a dynamic schedule board expedite response time and optimize resource utilization.
  • Reduced dispatch time
  • Increased productivity 
Field Inventory
  • Stock loss and shrinkage
  • Low FTFR*
  • Expensive parts
  • Delays in overseas supply chain
  • Billing issues resulting in missed/delayed revenue 
  • Field inventory management tracking directly in NetSuite reduces stock loss, improves stock transparency in the field, and increases First Time Fix Rate (FTFR).
  • Reduced stock write-offs
  • Reduced stock shrinkage
  • Increased FTFR*
  • 100% inventory visibility 
Paper Job Sheets
  • Delays in paperwork delivery to HQ
  • Manual data entry processes
  • Managing customer disputes 
  • Fully digitized job sheets improve data integrity and customer experience and reduce admin time.
  • Reduction of unnecessary customer credits
  • Increased productivity
  • Increased efficiency
  • Reduced customer disputes
Asset Management and Customer Engagement
  • No asset history in the field
  • Time spent calling HQ for information
  • Duplicated triage effort 
  • Asset history and customer information being captured directly in NetSuite empowers techs to diagnose and triage problems and enables better communication with customers.
  • Improved customer experience
  • Improved communication
  • Rapid triage and reduce fix time
  • Increased efficiency 
Compliance & Safety
  • Non-digitized record keeping presents business risks
  • Inability to enforce compliance
  • Technician, customer and public safety compromised 
  • Fully digitized compliance and safety forms combined with workflows to mandate completion enable 100% compliance and, in some cases, reduce insurance premiums.
  • Improved compliance
  • Expedited rollout of new job forms
  • Improved quality measures
  • Reduced insurance premiums 
IT Overhead
  • Unwieldy disconnected systems
  • High cost of managing integrations or connectors
  • Resource intensive to manage disparate systems 
  • No integrations or connectors required offers a centralized operations management system and the elimination of additional costs.
  • Reduced IT expenses
  • Transformative and flexible platform to support business growth 
Operational Reporting 
  • Slow decision making
  • Poor resource planning
  • Lost revenue and reduced customer retention
  • Slow reporting due to disconnected data sources 
  • NetSuite offers a single source of truth that enables the extraction of meaningful operational intelligence, analytics, and dashboards to drive and expedite 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.