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