Field service is a crucial aspect of operations for many businesses across various industries. It involves providing service and support to customers in the field, such as during installations, maintenance, or repairs. Streamlining field service operations is essential to increase productivity, reduce costs, and enhance customer satisfaction. A cloud-based field service solution can assist companies in achieving these goals.
NetSuite Cloud-Based Field Service Solution
NetSuite´s field service solution with a range of features to help companies streamline their field service, including:
- Scheduling and resource management
- Inventory and facility management
- History, status, and tracking
- Visibility, transparency, and control
- Reporting and analysis
Benefits of NetSuite Field Service Solution
The solution provides several benefits for companies looking to streamline their field service:
- Increased productivity: Reduce scheduling time, improve resource utilization, and minimize paperwork.
- Enhanced customer satisfaction: Improve communication and deliver a better customer experience.
- Cost reduction: Decrease IT, inventory, and paperwork costs.
Fully Integrated
NetSuite is a fully integrated cloud-based ERP system with a powerful field service solution to help companies improve the profitability and efficiency of their field service offerings. The solution comprises modules such as the Mobile App and Scheduler, both offering features to automate processes and workflows.
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, while they themselves report all completed work, consumed materials, etc. in real-time. This helps technicians work more efficiently, reduce travel, and provide better service to customers. The mobile app also simplifies communication and collaboration between field technicians and administrative staff.
Key features of the Mobile App include:
- Direct access to historical data and complete job insights, improving on-site efficiency.
- Increase the number of completed repairs during the first visit, reducing the number of service vehicles.
- Reduce calls to the office by providing full access to customer and facility history.
- Improve compliance and efficiency by simplifying administration with customized checklists and forms.
- Accelerate cash flow by verifying field jobs with digitally taken photos and signatures.
- Reduce inventory loss and improve spare parts availability by managing inventory from the field.
- Maintain positive customer relationships by automating approvals in the field.
Scheduler
Scheduling helps companies streamline resources and work orders, offering features such as:
- Assign the right job to the right technician every time, scheduling individuals and teams (groups).
- Schedule jobs based on technician competence, proximity, and availability with real-time status and location updates.
- Improve on-site efficiency by providing technicians with full insight into all job details.
- Provide direct assistance from the office by mirroring what technicians see on their mobile app.
Leverage the Power of NetSuite
NetSuite, a cloud-based ERP system from Oracle, is used by companies of various sizes and industries, including manufacturing, retail, distribution, and field service. Built from the ground up as a cloud-based ERP system, NetSuite offers a subscription-based ownership with high cost-effectiveness and availability.
NetSuite provides a suite of modules covering everything from financial management to sales and customer relationship management (CRM), inventory and order management, manufacturing, logistics, procurement, HR, and project management. These modules help companies streamline their business processes, reduce costs, and gain insight into their operations, making it easier to make informed decisions and effectively manage resources.
The modules are fully integrated, allowing companies to manage all processes from a single platform. The system can be configured to fit the specific requirements of the business and integrated with third-party applications.
When is Oracle NetSuite the Right Choice and Why?
Summary
NetSuite provides a powerful field service solution that can help companies improve productivity, reduce costs, and increase profitability while enhancing customer service. If you are looking for a solution to optimize your field service, consider NetSuite ERP system. To learn more about how xperitus can help your company, please don´t hesitate to contact us!
| Challenges | Solutions | Key Results | |
| 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 |