NetSuite Field Service Management sets up field service companies for success. Natively integrated with NetSuite ERP, this end-to-end field service system helps companies boost the operational efficiency and productivity of their field service crews, thus lowering costs, improving customer experiences, and maximizing profits.
6 Key NetSuite Field Service Management Features đź‘·
Just how does NetSuite’s field service software help businesses see these results? Let’s walk through six key features.
1. Scheduling and Dispatch đź“…
Scheduling and dispatch capabilities make it easier for schedulers to assign the technician with the right skills who is closest to the job. A drag-and-drop schedule board provides a clear view of your team’s availability so you can make the most of all field technicians’ working hours. Dispatchers can also quickly create service orders from cases, sales orders, projects, or customer assets, all of which are recorded in NetSuite.
2. Mobile App 📱
The NetSuite Field Service Management mobile app puts all the information field technicians need at their fingertips. Technicians can view all job details including location, customer, service, asset history, and potential safety concerns. This eliminates time wasted making calls back to the office to collect missing information. The app also provides real-time job status and technician location so schedulers can easily line up the next jobs, improving technician utilization rates. Technicians can also see available inventory, record parts used, capture photos and signatures, and enter and submit expenses from the mobile app.
3. Asset Management đźšš
NetSuite Field Service Management gives you one place to manage fixed assets, customer assets, and subassets, providing full details on asset hierarchy, historical usage, and maintenance. You can monitor each asset from installation and commissioning to decommissioning or sale, tracking and managing asset service costs at every stage.
4. Inventory Management 📦
One centralized source of your inventory data—whether items are stored in the warehouse, on trucks, in the shop, or with suppliers—makes it much easier to monitor what you have and where. This knowledge helps technicians show up with the inventory they need for jobs, increasing time-fix rates and minimizing secondary truck rolls. The system removes inventory used in the field from available stock, eliminating the need for double data entry and automatically keeping inventory levels up to date so the business can determine whether it has all the parts available to meet customers’ needs.
5. Billing đź’°
The native integration between NetSuite ERP and NetSuite Field Service Management connects work in the field to sales orders and invoices. NetSuite can automatically generate invoices based on work done and inventory used right after you complete the work, increasing bill accuracy, reducing errors, and facilitating faster payments. You can also set up automatic invoicing and payments for customers with recurring jobs.
6. Reporting & Analytics đź“Š
All data from field operations is consolidated in NetSuite to give you access to extensive reporting and meaningful insights. You can easily determine the profitability of every job, customer, service contract, or technician and track improvements against key performance indicators.
TIP of the Week.
The Field Service Management mobile app lets field technicians manage and complete the work they’re assigned. They can access critical information such as job details, location, and service history from a mobile device anytime and anywhere.
Here is how a technician would access assigned tasks on a mobile device:
1. Log into the NetSuite Field Service Management mobile app.
2. From the Task List screen (which functions as the “home” screen of Field Service Mobile), click on an individual task.
3. From this screen, the technician can:
Start a task.
Complete a task.
View a map showing their current location and the location of the job.
See travel distance and time to get to the task.
Launch the mobile device’s default GPS mapping app to see the route from their current location to the job location with more advanced information, such as live traffic data.
Navigate to any of the available tab screens, including asset details, to record or view other data related to the selected task.
Video: What is NetSuite Field Service Management?
https://www.youtube.com/watch?v=eCubDRLO9Ho
This two-minute video breaks down NetSuite Field Service Management’s features, such as the drag-and-drop scheduling board, a real-time view of the status of jobs, and the mobile app that gives field technicians access to the information they need from anywhere, anytime.
Field Service Management: Introduction and Field Service Concepts (20m) LCS course
Upon completion of this course, you will be able to:
• Define Field Service Management and its key features
• Learn basic navigation in the Field Service Management Scheduler and the mobile app
• Identify limitations of Field Service Management
• Determine the foundations of Field Service Management
• Differentiate the common job types and their processes