NetSuite Field Service Management provides an integrated, end-to-end solution for more effective and efficient field service.
Scheduling and Dispatch
Easily create service orders from NetSuite cases, sales orders, projects or against customer assets. The drag-and-drop schedule board provides a clear view of your team’s availability, letting you make efficient decisions about scheduling and dispatching your teams to jobs.
NetSuite Field Service Management scheduling and dispatch capabilities enables schedulers to easily assign and dispatch the technician with the right skills who is closest to the job. The drag-and-drop schedule board provides a clear view of your team’s availability, letting you make efficient decisions about scheduling and dispatching your teams to jobs. Create service orders from NetSuite cases, sales orders and projects or against customer assets.
NetSuite Field Service Management Scheduling and Dispatch Benefits
Automate Service Order Creation. Create service orders from NetSuite cases, sales orders, and projects – or against customer assets.
Increase Technician Utilization Levels. Schedule new jobs based on technician proximity and availability with real-time status and location updates.
Improve Efficiency at Customer Site. Provide technicians full visibility into job details via the mobile app.
NetSuite Field Service Management Scheduling and Dispatch Features
- Service Order Creation
Create service orders from NetSuite cases, sales orders, and projects, or against customer assets. Service orders can also be created for warranties, preventative maintenance, repair services, or installation. Attach documents and schematics to the Service Order.
- Schedule Board
The schedule board makes it easy to schedule and dispatch technicians or crews, even across time zones, in just a few clicks. Assign jobs to the technician with the right skills and/or closest to the job. Color code jobs by priority, status, and type for maximum profitability. Enable pop-ups so office personnel can quickly access details, including customer, location, assets, and tasks to be performed. Jobs can be filtered based on region, labor costs, and job type. Create recurring tasks to automate scheduling of preventative maintenance or other repetitive jobs.
- Status Tracking
Monitor job completions and delays in real time to optimize new work assignments. Track each technician’s location with integrated GPS tracking. Assign new work to the closest available technician whose skills match the job requirement. Emulate technician’s mobile app to provide off-site assistance or additional training.
Mobile App
The mobile app gives field technicians access to all the information they need from anywhere at any time on their preferred device. Technicians can view all job details as well as customer and asset history, eliminating time wasted making calls back to the office for missing information.
Asset Management
Have one place to manage fixed assets, customer assets, and sub-assets, providing full visibility into asset hierarchy, historical usage, and maintenance. Monitor each asset from installation and commissioning to decommissioning or sale. Track and manage asset costs at every stage, including manufacturing, bill of materials, warranties, and more. Automate warranties and set up preventive maintenance calls. Analyze metrics for failure rate, labor utilization, and more.
Inventory Management
With NetSuite’s centralized inventory management, you can easily and accurately track truck stock and van inventory. You can increase first time-fix rates and eliminate secondary truck rolls by always having the right inventory. Inventory can be consumed and monitored from the field using the mobile app to update inventory records—no need for double data entry. Automated inventory management helps ensure maintenance tools kits are fully stocked, and all parts and equipment are available to meet customer service requirements. Automated tracking reduces inventory leakage and eliminates write-offs due to lost or missing components.
Billing
Tie work in the field to sales orders and invoices in NetSuite. Automatically generate invoices based on work done and inventory used in real-time, ensuring accurate billing and reduced errors. If you have recurring jobs, set up automatic invoicing and payments.
Reporting and Analytics
Consolidated data within one system gives you meaningful operational intelligence to drive revenue growth through expediated decision making and planning. Determine the profitability of every job, customer, service contract, or technician. Track improvements against key performance indicators.