NetSuite ERP for Field Service Management

Organizations need to manage travel expenses, vehicle maintenance & upkeep, employee expense accounts, and more. Not having a system in place to track and manage these expenses results in inaccurate accounting, missed payments, and poor employee experience.

When out in the field, technicians and service agents, particularly those whose company has not adopted new technologies, find themselves writing down information with paper and pen. Upon return to the office, this information is then manually typed into the system of choice. This manual duplication of data entry takes up precious resource time and opens the door for errors.

With end users, field technicians, remote offices and corporate offices in the mix, effectively communicating between all parties is often a challenge. However, receiving communications and appropriately logging them in real-time is essential to field services success.

With personnel, vehicles, and equipment being spread out in the field, it’s important you can keep an eye on what is being used where, and by whom. Companies that do not have proper systems in place for this will have trouble assigning field reps to newly created tasks, monitoring the use of expensive equipment over time, or tracking vehicle locations.

Companies struggle with customer service and satisfaction even without the curveballs that field service brings. Without proper resource management capabilities, companies are stuck providing customers with inconveniently broad service windows, and risk missing key communications that can make or break their success with clients.

Field service organizations often send their employees to uncontrolled and unfamiliar environments. These environments may cause roadblocks for communicating with employees or customers, and may present security threats that need to be appropriately identified and documented.

Field Service Management (FSM) software helps you keep costs down by making your field employees more efficient than ever. You’ll be able to better plan and schedule their efforts, decrease duplication of data entry, and provide them with real-time updates from anywhere.

Your customers are busy, and giving them a service time window of “sometime next week” isn’t going to cut it in today’s operating environment. By adopting FSM Software, you’ll be able to better manage your field employees leading to more accurate scheduling and improved customer communication.

If you can’t track it, you can’t approve it. With proper FSM software, you can track the effectiveness of your field operations, while gaining key insight into customer feedback. This results in an increased ability to refine your internal processes to become more efficient and effective than ever before.

When utilizing spreadsheets, handwritten field notes, and point systems you’re at risk for untimely or inaccurate data handling. By utilizing a single FSM software that’s tied into your ERP system, you’ll be able to ensure employees, whether they’re in the office or the field, have access to the data they need when they need it.

Many FSM platforms allow you to standardize workflows and automation company-wide. You’ll be able to automate routine processes such as scheduling, client communications, and service alerts saving you time and creating a more cohesive customer experience.

Different employees have different strengths and weaknesses. Leading FSM platforms help you identify these strengths, and assign those employees to their appropriate tasks. This not only allows you to better optimize your employee efforts but will lead to improved morale and customer satisfaction.

Reduce inventory leakage and optimize your stock levels while managing and monitoring inventory in the field in real-time.